Steps
1. Access the Dashboard
- Log in to your CloudWorkPro account.
- Locate the right-hand column labeled ‘Needs Approval’.
- Identify the work orders that require your approval.
2. Select a Work Order
- Click on the specific work order you wish to review.
3. Review Tasks and Photos
- Check the tasks completed by the technician.
- Use the ‘expand all’ option to view detailed tasks.
- Review any photos uploaded by the technician using the carousel viewer.
4. Approve or Request Changes
- If everything is satisfactory:
- Click the ‘Approve’ button to authorize payment for the technician.
- If something is missing:
- Select ‘Needs Approval’ and then ‘Incomplete’.
- Click ‘Update’ to notify the technician about the incomplete work.
5. Review Payment Breakdown
- Check the payment details to confirm the amount being charged (e.g., $728 from your pre-fund bucket).
6. Finalize Approval
- Click ‘Approve Work Order’ to complete the process.
7. Rate the Technician
- Provide feedback on the technician’s performance:
- Overall experience (Positive/Negative)
- Timeliness (On time/Not on time)
- Quality of work (Rate out of 5 stars)
- Instruction following (Rate)
- Communication (Rate)
- Submit your ratings.
8. Payment Process
- After approval, your payment method will be charged.
- The technician will be paid for the completed work.
9. Questions
- If you have any questions, feel free to reach out for assistance.
Video Walkthrough
Prefer to watch? Watch the full step by step walkthrough below.
