Keep client approvals attached to the work.
Record what the client approved, when they approved it, and which scope change, decision, or delivery the approval belongs to.
An approval is only useful if you can find its context.
A client may approve a direction in email, accept a change in chat, and confirm delivery in another conversation. Weeks later, the message still exists, but it may no longer be clear what the yes referred to.
Workzo keeps the decision on the same dated project record as the request and the work. That context makes approvals easier to understand for both the freelancer and the client.
Record the decision, not just the message.
A clear approval names the item, the decision, and the point in the project when it happened.
- 01
Name what needs approval
Identify the scope change, revision, direction, or delivery being reviewed.
- 02
Record the client decision
Add the approval to the project when the client accepts it.
- 03
Keep the sequence visible
Place the decision after the request and before the work it authorizes.
- 04
Carry it into the invoice
Keep approved changes connected to the delivery and amount billed.
Show when the project moved forward with approval.
If a decision is questioned later, the record shows what was accepted and what happened next.