Custom Approval Workflow
Contracting business · Custom ModulesThe brief
A contracting business approved purchases through chats and phone calls. Requests stalled when the owner was away, and there was no record of who had approved what. The goal was an approval flow that matched how the business authorised spending.
How we approached it
1
Define the chain
We worked out who approves what, at which values, and who covers when someone is away.
2
Build the module
We built a purchase request and approval module around that chain, instead of bending the process to a default.
3
Add reminders and records
Requests route automatically, stalled ones trigger reminders, and every approval is logged.
4
Roll out
We trained the people who request and approve, and supported the first weeks.
What we delivered
Approval chain
Limits, owners, and cover written into the system.
What is this? →
Reminders
Stalled requests prompt the next person.
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Approval log
A record of who approved what, and when.
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Purchase request module
Built to match the business, not a template.
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What changed
We share the measured results for this project, including before-and-after figures, on request.