Approvals and audit trail
Put approvals on the steps that matter and keep a full record of who did what, when.
Tradescraft lets you add an approval step to the actions that count - sending a quote, dispatching a job, writing off an invoice - and keeps a complete audit log of every change. 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.
- A complete audit log of who did what, when, on which record.
Stay across what's happening
- In-app and email notifications and reminders for the events you care about.
- Nothing important slips past quietly.
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. A full audit log records who did what, when and on which record, so you can always see how something got to where it is.
- Who can see the audit log?
- The full record of who did what, when and on which record is there for administrators, so you can always trace how something got to where it is.
- 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.