Introducing Work Request Review and Approval

Table Of Contents

  • The value of adding a review step
  • What’s new
  • Works across locations, teams, and workflows
  • Get started

For many teams, managing work requests can feel chaotic. Requests come in from all directions, they can be incomplete or misrouted, and may get assigned to a technician before anyone has a chance to review them.

We built Work Request Review and Approval to solve that. This new feature gives maintenance and operations teams the power to approve or decline requests before they become tasks, so only the right work makes it through. The result is less noise, cleaner data, and more control over what the team spends their time on.

The value of adding a review step

Previously, requests submitted through the portal were automatically converted into tasks and routed using pre-set rules. Now, with Work Request Review and Approval, you can add an optional approval step to review incoming requests before they’re assigned. Whether a request needs more detail or should be handled by a different team, reviewers can quickly approve or decline it, log a reason, and keep things moving.

What’s new

With this feature, customers can:

  • Review and approve or decline each request before it becomes a task
  • Assign reviewers by role to triage requests by location
  • Log decline reasons for compliance and visibility
  • Send automated status updates to requesters when a request is approved or declined
  • Access declined requests for reference and audit trails

Requests now enter a Pending state and live on a new Requests page until approved or declined. Technicians only see approved work, helping them stay focused and productive.

Works across locations, teams, and workflows

Work Request Review and Approval was built with large, multi-location teams in mind. It’s especially useful for:

  • Regulated industries that require clear documentation
  • Facilities with open portals that need to prevent clutter or misuse
  • Teams focused on data accuracy and reducing cleanup

By introducing a single approval gate, you gain visibility, reduce follow-up work, and keep your data clean from the start.

Get started

This feature is now being released to all Premium+ and Enterprise customers, with everyone gaining access by Mid-August. Turn it on today to take control of your work request flow.

Pro tip: Reporting will be retroactive, so any activity you log now will be ready to analyze as soon as reporting goes live.

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