When a service provider submits a job for approval, it moves to the Pending Approval bucket for you to review. Check the details first, including locations, quantities, and line items. Once you approve a job, the service provider bills for the work.
To approve a job:
- On the Jobs tab, click the Pending Approval bucket.
- Open the job and review the details.
- Scroll to the bottom and click the three dots (...), then Approve.
The job moves to the Approved bucket.
To reject a job:
- Open the job.
- Scroll to the bottom and click the three dots (...), then Reject.
- Add a comment explaining what needs to change.
The job moves to the Rejected bucket. The service provider makes the corrections and submits it again.
Need to change a job you've already approved?
Scroll to the bottom, click the three dots (...), then Unapprove. You can then reject the job, or reopen it to make changes.
Downloading a job PDF
- Open the job.
- Scroll to the bottom and click the three dots (...), then Download PDF.
The PDF downloads to your computer.
Good to know:
- Only Energy Producers can approve jobs. Service providers can submit jobs for approval, but they can't approve them.
- Approved jobs can't be edited until they're unapproved.
- To find jobs waiting for you quickly, filter the Pending Approval bucket by your name. See Find and Filter Jobs.
Have questions? Contact us at support@ironsight.app and we'll help you out.