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Accept and decline requests

When reviewing the details a project request, use Accept / Decline to send your response to the customer.

In This Article

Update the status

Start by clicking the Accept /Decline button. If you are in the mobile app or in a web browser on a mobile device, click the two lines in the upper right corner for a dropdown menu. As soon as you hit the button, a pop-up window will appear with two options: Accept & Create Project or Decline.

Approve the project

  1. If you are in the mobile app or in a web browser on a mobile device, click the two lines in the upper right corner for a dropdown menu.
  2. To accept the request, click Accept & Create Project.
  3. This action will start a new project with any known information from the request already filled in. 
  4. Give your new project a unique name.
  5. Fill in any additional known information.
  6. When finished, click the Create Project button at the bottom of the page.
  7. Your customer will receive an email confirming the request was approved. The email will contain a link for them to click to view the new project.
  8. The new project will appear under the Active Projects tab.
  9. The status of the request will change to Accepted. You will need to check the box to show accepted to make it appear in the list of project requests.

Decline the project

  1. If you are in the mobile app or in a web browser on a mobile device, click the two lines in the upper right corner for a dropdown menu.
  2. To deny the request, click Decline.
  3. The status of the request will change to Declined. You will need to check the box to show declined  to make it appear in the list of project requests.

We recommend reaching out to your customer to explain you will not be moving forward with the project and why you were not able to accept the request.