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Approvals. Nothing goes out without the right yes.

Set rules for what needs approval and who gives it. forbuilders routes each entry, keeps the record and stops anyone approving their own work.

The problem

Payments approved on a phone call leave no record of who said yes.

For: Owners set the rules; project leads, finance and named people approve

Also included

  • Edits go backEditing an approved entry sends it back for approval.
  • Owner override, recordedAn Owner can act at any level; it is recorded as an override and alerted.
  • No gapsIf rules exist but none covers a project, larger amounts still get an Owner approval step.

How it works

Approvals in three steps.

01

Set the rule

The Owner chooses the document type, the project or whole company, and a minimum amount. Each change is confirmed with an emailed code.

02

Route it

Up to five levels in order, each a role or a named person.

03

Approve or reject

Approvers act from their inbox. Rejecting needs a remark, and the entry can be fixed and resubmitted.

What you get

The details.

Everything on this page is live in forbuilders today.

  • What can need approvalPurchase orders, work orders, subcontractor bills, payments out, expenses and material requests.
  • Up to five levelsEach level is a role (Owner, Project Lead, Finance) or a named person.
  • No self-approvalWhoever created, submitted or materially changed an entry cannot approve it.
  • Edits go backEditing an approved entry sends it back for approval.
  • Owner override, recordedAn Owner can act at any level; it is recorded as an override and alerted.
  • No gapsIf rules exist but none covers a project, larger amounts still get an Owner approval step.

FAQ

About approvals.

Who can change the approval rules?

Only an Owner, and each change is confirmed with a one-time code sent by email.

Can one person approve twice?

No. A non-Owner cannot approve two levels of the same request, and nobody can approve their own entry.

What happens to a rejected entry?

It shows the reason. The person who raised it can fix it and submit it again.

Works well with

Related features.

Money ledger & GST

Payments, expenses, invoices and bills, with the GST split done for you.

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Purchasing: RFQ to GRN

Ask for quotes, raise purchase orders, record goods received.

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Team, roles & sign-in

Five roles, email invitations, Google sign-in, codes on new devices.

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Run your next site on forbuilders.

Free during early access. Sign up with Google or email, add a project and invite your team in about five minutes.