> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/what-your-customers-see-in-the-customer-portal/the-property-access-form-your-customers-fill-out-to-approve-deny-or-redirect-upcoming-work.md). # 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. > **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. ## Related guides * [Custom fields: your business's extra fields on records](/administration/basics/custom-fields-your-businesss-extra-fields-on-records.md) * [Custom pricing: a special price for an item, per customer or property](/administration/basics/custom-pricing-a-special-price-for-an-item-per-customer-or-property.md) * [Editing a quote or invoice through the Assistant](/administration/using-the-essential-assistant/editing-a-quote-or-invoice-through-the-assistant.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/administration/what-your-customers-see-in-the-customer-portal/the-property-access-form-your-customers-fill-out-to-approve-deny-or-redirect-upcoming-work.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.