Approvals and audit trail
Put approvals on selected actions and review who did what in the recorded audit history.
Tradescraft lets you add an approval step to the actions that count - sending a quote, dispatching a job, writing off an invoice - and keeps audit history for recorded activity. Notifications and reminders keep the right people across the events they care about.
Sign-off before it goes out
Require a second set of eyes on the actions that matter - sending a quote, writing off an invoice - so nothing risky leaves without a manager's approval.
Nothing risky ships without a sign-off
Choose which actions need approval and who can grant it. A request lands in the approver's queue with what it is, who raised it and when it expires, and a comment box for context - approve or reject in a tap. Every decision is recorded, so there is always a trail of who signed off on what.
Oversight where it counts
- Approval queues on the steps that matter - sending a quote, dispatching, writing off an invoice.
- Audit entries show the action, time, actor and record where available; sensitive values are redacted.
Stay across what's happening
- In-app and email notifications and reminders for the events you care about.
- Review the recorded event and follow up on any action your team still needs to take.
Common questions
- What can require approval?
- You can put an approval step on the actions that carry risk - sending a quote, dispatching a job, or writing off an invoice - so they're signed off before they happen.
- Is there a record of changes?
- Yes. Administrators can review recorded activity in the audit log. The available detail depends on the event, and sensitive values are redacted.
- Who can see the audit log?
- Administrators can review the action, time, actor and record captured for an event. Audit history covers recorded activity; it is not a copy of every value or every interaction.
- Do approvals slow the team down?
- Only where you want them. You put an approval step on the actions that carry risk - sending a quote, dispatching, a write-off - and leave the rest to flow, so oversight sits where it counts.