Scope drift
Bring the agreed checklist and customer response back into view.
Turn “we agreed” into a clear record.
Send a before-work or completion request with the details that matter. The customer can approve, request changes or decline, and the response stays attached to the approval record.
Kitchen repaint
Awaiting responseBefore-work scope
✓Protect floors and worktops
✓Prepare cracks before painting
✓Two finish coats in agreed colour
Request changesApprove scope
Created 21 July 2026 · 14:32
Approval request
ApprovedScope before work
✓Written scope and provider message
✓Customer checklist
✓Before / after evidence where supplied
✓Timestamped customer response
Clear before work. Clear again at completion.
Create the request
Choose the approval type and write the details the customer needs.
Add the record
Use a checklist, message and evidence where appropriate.
Send it to the customer
The customer receives a focused page showing exactly what needs a response.
Retain the response
Keep the status clear: approved, changes requested, declined, expired or cancelled.
Not every disagreement can be avoided. The timestamped record will protect you.
Message hunting
Keep the approval around the job rather than scattered across chats.
Unclear completion
Ask the customer to approve, request changes or decline with a note.
Customer Approvals are a record-keeping tool, not legal advice or a guarantee that a dispute will not occur. Customer Approvals are included on eligible plans; compare plans before choosing.