Your customer, in the job.
Invite your client to an event and link them to their signs. They request the signs they need, review the artwork you send back, and sign off the finished install — from the same mobile app your field team uses. Your team works the other side of it: accept a request, ask for more information, reject it, and lock the design once it's approved.
The signs are in one system. The customer isn't.
Every job already has a paper trail — it's just spread across three inboxes, a phone and a shared drive.
Requests arrive from everywhere
A photo by text, a description over the phone, a spreadsheet attached to an email. Someone still has to turn each one into a sign with a size, a material and a location.
Approvals get lost in threads
Artwork goes out as a PDF attachment and the answer comes back three replies deep, sometimes from someone who wasn't the approver.
Nobody's sure what's final
Version 4 goes to print while version 5 sits in an inbox. The reprint costs more than the original job.
Requests arrive complete
The customer fills in a short form on their phone, standing at the spot the sign is going. Because the form asks for what you need to quote and fabricate, you stop chasing the answers afterwards.
Each request arrives in the event as a numbered sign marked Requested, waiting for your team, with the location photo already attached.
- Sign request name and description
- Location, and location in detail
- A photo of the spot
- Width and height in millimetres
- Quantity and material
- What it's attaching to
Three ways to answer a request
Turn on the Design phase in an event's settings and each sign gains a Design tab beside its Install tab — the request and the artwork on one, the fieldwork on the other — with a design status column and filter on the signs list.
Accept request
The sign moves into design, carrying the customer's photo, dimensions, quantity and material with it. They're emailed that it was accepted.
Request more info
Send it back with a question — which wall, which side of the door, what's behind the render. The customer updates the same request and resubmits it; it keeps its number.
Reject request
Decline it with a reason. The customer sees the outcome and your note against their own request.
Artwork approval, on the sign
Upload the artwork and send it for review from the sign's Design tab. Your customer opens it on their phone and answers one of three ways: approve the artwork, request changes, or reject it — and either negative answer has to come with a written reason.
The answer is recorded against the sign and your team is emailed, so anyone picking the job up later can see what was decided and by whom.
Ready for print
Once the artwork is approved, mark the sign ready for print. The request details, the artwork and the faces all go read-only — the thing that goes to the printer is the thing that was signed off.
Install-side work carries on as normal: photos, status, assignments and due dates are untouched. Need a change? Reopen the design and the lock lifts.
When your contractor marks the sign installed and uploads the photo, the customer gets the last word: approve the install, or reject it with a note if it's in the wrong place or the wrong way round. Change their mind? They can reopen an install they've already approved. Both sides can comment on the sign along the way, so questions get answered where the answer will still be findable in six months.
The details that keep it safe to hand out
A customer login is a narrow one. It shows their work and nothing else.
Customers see only the signs they're linked to — never the rest of the event, never another customer's work.
Every rejection or change request needs a written reason, so an answer is never just "no".
Install sign-off is a separate decision — the customer approves or rejects the installed sign whatever workflow the event uses.
Comments live on the sign, so the conversation stays with the thing it's about.
A per-event Notifications page decides who on your team is emailed when a request comes in.
The Design phase is a per-event toggle. Events that don't need it are untouched.
Availability
Customer users and the Design phase are available on Business and Enterprise plans. Business includes 1 customer user; Enterprise is custom.
On Free, Starter and Pro, events run without a Design phase — signs keep their install workflow, and there are no customer logins to invite.
Stop being the inbox in the middle
Requests, artwork approvals and install sign-off in the same place as the signs themselves. Start free, build your first event, and upgrade when you're ready to bring the customer in.