Learn how to set up and use crew approval in your Roofr Work Orders.
How to manage Crew Approval
1. Enable Crew Approval
- From the Work Orders section of your Roofr dashboard, click the Crews tab
- Select a crew
- Click Edit
- Toggle on/off crew approval for this crew (can be overridden per work order)
- Click Save
💡 Learn How to manage Roofr Work Orders
2. Send and Approve
💡 Toggle on/off crew approval on this order
- Send work order with crew approval request
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Crew lead can either Approve or Reject the request
- Accept work order: lead must add full name
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Reject with reason: lead must add reason and full name
3. Status Tracking
- Work order status is automatically updated
- All actions are recorded in the work order history and job activity
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If rejected, the crew on on the work order can be changed and resent