Access Control
Users, roles, and security policy
Approval Workflows
Threshold-based routing rules — override per user in their profile
Bid Threshold (Manager)
$5,000
Bid Threshold (Owner)
$15,000
Job Start Approval
$25,000+
Active Rules
9
Bid Approvals
3 rules
Under $5,000
Auto-approved
Active
$5,000 – $15,000
Manager
Active
Over $15,000
Owner
Active
Job Approvals
2 rules
Job value > $25,000
Owner (start authorization)
Active
Change orders
PM + Customer signoff
Active
Invoice Approvals
2 rules
Standard invoices
Auto-send
Active
Over-budget jobs
Manager approval required
Active
Timesheet Approvals
2 rules
Within normal hours & submitted on time
Auto-approve
Active
Overtime or late submission
Crew Lead → Manager
Active
How threshold routing works
Every quote, job, and invoice is evaluated against these rules on submission. Items below the threshold are auto-approved; items above route to the assigned approver's inbox and trigger email + in-app notifications. All approvals are recorded in the audit log with timestamp, IP, and before/after values.