Once you've created or received an estimate, the next step is getting the green light from the property owner. Requesting approval through Property Meld is fast, flexible, and gives you control over what the owner sees—including line items, images, and markup. This article will show you how to send a clear, professional approval request directly from the estimate.
Requesting Owner Approval
Step 1:
From the open Meld, click the Estimates tab.
Step 2:
Click Request Owner Approval.
Step 3:
Review Estimate and click Request Owner Approval.
NOTE: Estimate details can now be edited if needed.
Step 3b:
Click Preview Message to Owner to view the message that will be sent.
Step 4:
Click Request Owner Approval.
Step 4b:
Confirm and click Yes, request.
Your owner approval has been requested!
Want to dive deeper into Estimates? Click here to view all related help articles: Estimates