One sign-off queue for sub invoices, documents, receipts, field-note verification, and change orders.
Anything that needs a human sign-off before it takes effect flows into a single approvals queue. Instead of chasing submissions across tabs, you work one list: review the item, approve or reject it, move on. On wide screens the queue runs two columns so you can review the detail beside the list.
§What lands in the queue
- ◆Sub invoices — invoices your subcontractors submit for the work they have done.
- ◆Sub documents and receipts — submissions from the sub portal ride this queue before they count.
- ◆Field-note verification — field notes awaiting verification.
- ◆Change orders — change requests waiting for sign-off.
- ◆Invoice approvals — internal invoices routed for approval.
§Working the queue
Each row opens the full detail so you can judge it in context. For a sub payment request, your decision is the step the sub watches on their side: their request moves submitted → approved → paid, or comes back rejected. Approving promptly keeps subs working; a stale queue reads as a late-payment problem from their side of the portal.
APPROVALS as a main tab on the phone, so the person who owns sign-offs can clear the queue from anywhere.§Tune what needs approval
How much flows through the queue is a company decision. The APPROVAL WORKFLOW setting — search for it in the Admin Console settings index — sets the dollar threshold above which an estimate needs approval before it goes out, and requires sign-off on refunds and change orders.
§Related
- ◆See "The SUBS hub" in this category — its
DOCS,RECEIPTS, andINVOICESsub-tabs are the other view of the same submissions. - ◆See "What your sub sees" for how the request-and-approve flow looks from the sub’s side.
- ◆See "What subs do in the field" for how these submissions start out on the job.