Not-to-Exceed Limits and Manager Approvals
Managers Set Limits
Many managers approve work up to a set amount without asking the owner. Above that, they need approval.
Record the Limit
Keep it in the client's custom fields so the office and techs know it.
Over the Limit
Stop, photograph, write an estimate and wait for approval.
Fast Quotes
A field estimate from the tech keeps the approval moving.
Note Approvals
Record who approved what on the job.
Avoid Surprises
Managers hate unexpected bills above their limit.
Keep Reading
Next in this series: Importing a Property Manager's Portfolio Into Handyman Software. Before that came Before and After Photos for Rental Owners. For the full picture, go back to the commercial handyman software overview.
Win and Keep Property Manager Accounts
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