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Client Approvals

Formalizing client approvals at key milestones is crucial for maintaining project momentum and ensuring all parties are aligned on changes, including change orders.
Digital Client Approval Sign-off

Understanding Client Approvals

Client approvals provide documented consent from the owner regarding material selections, design changes, or the completion of specific project phases.

Key Information to Include

  • Decision Details: Exactly what is being approved (e.g., paint color, tile layout).
  • Cost/Schedule Impact: Acknowledgement of any changes to budget or timeline.
  • Client Signature: Formal sign-off with date and time.

✨ Benefits of Digital Tracking

  • Eliminates Rework: Ensures you build exactly what the client wants.
  • Prevents Disputes: Provides a paper trail if the client changes their mind later.
  • Unblocks Progress: Formalizing decisions keeps the schedule moving.

Best Practices & Workflow

Use mobile-friendly digital signature tools so clients can approve selections from their phones without needing to visit the site or print PDFs.

❓ Frequently Asked Questions

Are electronic approvals legally binding?

Electronic approvals and digital signatures are commonly used in business workflows, while applicable requirements can vary by transaction and jurisdiction. Contractors should consult legal counsel regarding the enforceability of electronic signatures in their specific region.

What milestones require formal approval?

Major design selections, structural changes, phase completions, and final project handover.

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