Client Approvals

How to use the Easy Desk interface to capture Client Approvals quickly from the field.

1. What it is

Record formal sign-offs from clients or General Contractors.

2. When to use it

Use this module whenever you need to officially document a milestone is reached and requires immediate sign-off without navigating through complex project menus.

3. How to access it

From the main Easy Desk dashboard (on mobile or desktop), locate and tap the Client Approvals module icon.

4. How to create a record

1. Select the Project this record belongs to (Required).
2. Fill out the required information:
   • Milestone Description
   • Client Name
   • Digital Signature
3. Add any optional notes or context.

5. Attachments & Photos

6. Saving, Editing, and Deleting

Click Save Record to commit the document to the database. The system will confirm the record has been captured successfully.

7. Relationship to Pro Mode

Once saved in Easy Desk, the Client Approvals record is automatically routed to the corresponding Project folder in Pro Mode. Office staff can instantly view, cross-reference, and export this record alongside all other project documentation.