Before you start
Prerequisites and permissions
Have ready
- An active Job that is scheduled, in progress or on hold.
- Customer Portal visibility for the exact Job.
- A package and Team role that allow Job management and commercial signatures.
Access rules
- Publishing requires Job management authority and current commercial-signature plan access.
- A customer can answer only through an active Portal access, live session and current visibility for the exact Job.
- Revoking Portal Job visibility prevents later approval or decline, even when an older page remains open.
Where to find it
Navigation map
- Staff Change Orders
- Job → Changes
- Customer approval
- Customer Portal → Job → Change Orders
Walkthrough
Step by step
- 01
Confirm the change the customer will see
Open Job Changes. Enter a clear title, describe the changed work and check the subtotal and tax. Nenvik calculates the total using the job’s currency.
- 02
Publish one saved, read-only revision
Publish and request approval saves the customer’s copy and creates an approval request. This action does not send email or SMS.
- 03
Let the customer review the exact Job
The customer opens the already-visible Job in the Portal and reviews the frozen description, amounts and status. Expired or revoked requests cannot be answered.
- 04
Record approval or decline atomically
Sign and approve records the signature evidence, request completion, publication decision and Change Order outcome together. Decline records the matching decision without creating signature evidence.
Troubleshooting
If something does not look right
The Changes workspace is unavailable.
A Draft Job must first be scheduled. Confirm the Job is Scheduled, In Progress or On Hold, then confirm package plan access, current Team Job-management capability and Customer Portal visibility.
Publication failed after I entered the change.
Your title, description, subtotal and tax remain in the form. Review any highlighted field, then retry. Reload only when the message says the request or Job version changed.
The customer cannot see the Change Order.
Confirm active Portal access and current Customer Portal visibility for the exact Job. Do not broaden access to another Job or customer.
The approval request is expired or unavailable.
Reload the current Job. If the commercial change still applies, authorised staff must publish a new Change Order.
The customer saw a conflict after answering.
Reload the Job and review the recorded current outcome. Repeated requests with different content are rejected instead of overwriting evidence.
Keep going