The Customer Approvals drawer provides you with one place to view all customer approval that have been generated across all customer service jobs on the customer order. From here you can view existing approvals, get new ones, and print or email approval records.

The Customer Approvals drawer is represented by an icon in the drawer listing and is only made available when the customer order contains at least one customer service job. When the icon includes a red dot this means that the drawer contains previously created customer approvals.

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Opening the Customer Approvals drawer shows a list of all previously created customer approvals with the most recent one being listed first.

For each approval listed you have actions available to print or email the approval document.

To get customer approval, click Get Approval in the drawer header.

The action is available only when at least one service job on the customer order has a status other than complete or invoiced.

You will then be presented with a Get Approval dialog box where you select an approval method and, if there are multiple eligible service jobs on the customer order, which jobs to include.

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Select Verbal when the customer gives approval by word of mouth. Click Get Approval to record it. Blackpurl logs the date, time, and approval method as "Verbal" and the approval appears in the drawer listing.
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Select Print approval to record the approval and automatically open the Service Worksheet in a new tab. Have the customer sign the printed document, then retain the signed copy for your records. Blackpurl logs the date, time, and approval method as "Print."

Select E-Signature and click Get Approval; a signing screen then opens. The customer can sign directly on a tablet, smartphone, or using a mouse. Click Save once the signature is captured. Blackpurl logs the date, time, and approval method as "Sign."
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Each approval in the listing includes print and email options. Use these to send a copy of the approval record to the customer or to keep for your own documentation after the approval has been recorded.
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The Service Worksheet and the digital signing screen open as pop-up windows. If these screens do not appear, check that your browser's pop-up blocker is turned off. iPads and Macs may also have pop-up blockers active — check your browser or device settings if pop-ups are not showing.
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If a customer declines to have work carried out, record it in the Concern section of the service job and mark it as declined. This creates a record that the work was recommended but the customer chose not to proceed. After recording the declined work, take one of the following actions: