0:00 Hello team, welcome to another TireBase tutorial. In this video, you'll learn how to request customer authorization for quotes and work orders.
0:09 Customer authorization can be requested before finalizing an order, allowing customers to approve or decline specific items.
0:19 Open the Work Orders module, create a new order, and select a customer.
0:33 Add the products and services you want to include in the order.
0:53 Click the Request Authorization button to begin the approval process.
1:03 Choose how you want to request authorization: by Email, SMS, In Person, or Phone Call.
1:19 For in-person or phone approvals, you can mark each item individually as Authorized or Declined.
1:35 The system automatically removes declined items from the order total and calculates the balance using only the authorized items.
1:54 After saving the order, you can review which items were approved and which were declined in the order details.
2:30 You can also send authorization requests by SMS or email directly from the order.
2:46 Before sending, you can customize the authorization message and select which items will be included in the request.
3:02 Once sent, the customer can review and authorize the selected items from their device.
3:15 That's the complete process for requesting customer authorization for any order in TireBase.
3:25 Let us know if you have any questions, and have a great day.
