The property-access form your customers fill out to approve, deny, or redirect upcoming work
When a Job Approval outreach goes out, the customer's contact gets a link to a property-access form. They step through it one property at a time. For each property they choose to approve the service, deny it, or redirect it to someone else.
If they approve, the form asks them to confirm the access information you already have on file for that property, or to update it with gate codes, lockbox codes, and onsite contacts so a technician can get in without a wasted return visit.
Some businesses also ask which hours the property can be accessed. If they deny, the form asks for a brief reason. If they redirect, they enter the name, email, and (optionally) phone of the right person to contact instead.
There's also an optional notes field for anything else the technician should know. Before submitting, most customers are asked for a billing email address, where the invoice will be sent once the work is complete.
A final review screen lets them check every property answer and the billing email, then submit. After submitting, they see a confirmation, and you receive their responses. If a customer comes back to a form that's already complete, it shows their submitted answers rather than letting them resubmit.
If a property is removed from an open request because its automation or contact assignment changes, the customer can still respond to the remaining properties. The removed property stays in the request's history and cannot be approved through that old link. Stopping the whole request or deleting its recipient expires the link, including a link that was still waiting for a late response.
Where to find it: Your customer opens this form from the link in a Job Approval outreach email or text. There's no internal page; it's the external form their contact completes one property at a time.
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