5 automations to help you win the remedial work you find

Read Now
Knowledge Centre

Approvals Routed to the Right Person, Automatically

When something needs sign-off, Build Concierge sends it to the right person with everything they need to decide, chases if it sits too long, and updates the job the moment the answer comes back.

WorkflowsAutomationsPosted: 16/07/2026Read time: 3 mins

No more jobs stuck waiting on an approval nobody knew was pending. No more sign-offs lost in inboxes. No more work starting without authorisation because chasing was harder than skipping it.

The problem

Every business runs on approvals. A quote over a threshold. A purchase order. A client's go-ahead to proceed.

And approvals are where work goes to wait

  • The request sits in an inbox the approver checks twice a week
  • Nobody knows an approval is even pending until someone asks why the job hasn't started
  • The "yes" arrives, but work doesn't start until someone notices it
  • Under pressure, people skip the approval altogether, and there's no record of who agreed to what

The work is usually ready. It's the sign-off that's slow.

What the automation does

When something needs approval, Build Concierge:

  1. Spots that sign-off is needed. A quote over your threshold, a purchase order, or a client go-ahead.
  2. Sends it to the right approver. With everything they need to decide in one place.
  3. Chases automatically. If it sits unanswered too long, the reminder goes out by itself.
  4. Reads the answer the moment it arrives. Whether it's a reply, a signed form, or a client email.
  5. Updates the job instantly. Work starts the moment the yes lands, not the moment someone notices it.

Important

Every approval is tracked from asked to answered, with a clear record of who approved what and when. People still make the decisions. The automation just makes sure nothing waits silently.

What you get

  • Approvals in hours instead of weeks
  • Work that starts the moment the yes arrives
  • A clear record of who approved what and when
  • No more chasing by the office
  • No more unauthorised work

Every request is chased automatically and logged, so the record is ready for any dispute or audit. Work is released the moment the answer lands, and because approving is now easier than skipping, nothing starts without a recorded sign-off.

Ways to run it

Every business signs off differently, so the automation flexes to match:

Client go-ahead before work starts

An "approval to proceed" goes to the client, their reply is read automatically, and the job is released the moment they say yes. Nothing starts without a recorded go-ahead.

Estimate approvals handled end-to-end

When a client approves an estimate by email, the job is created and scheduled without anyone in the office touching it.

Purchase order sign-off

POs are routed to a manager, approved ones are raised in your job management system automatically, and the engineer who asked is told straight away.

Approval as a trigger

The yes can start a whole chain, for example checking materials the moment a quote is accepted, so the job is only booked in once everything is confirmed.

What you need

Just three things:

  1. Build Concierge connected to your job management system
  2. Your approval rules
  3. Who approves what

We support you in connecting to your job management system. Your rules can be as simple or as specific as you like, for example "quotes over £1,000 need a director's sign-off" or "clients must confirm before work starts", and we set the routing up so each request reaches the right person first time.

Getting set up

Step 1: Talk to us

Tell us what needs sign-off in your business today, who gives it, and where it tends to get stuck.

Step 2: We build it with you

We set up the routing, the chase timings, and what happens automatically when the answer comes back.

Step 3: Test it live

We run real approvals through it together, check the right people get the right requests, then switch it on.

Most businesses are up and running within days.

Common Questions

No. People still decide. The automation just makes sure the request reaches the right person quickly, with everything they need, and that the answer is acted on immediately.

A single message with the full picture: what's being asked, the value, the job it relates to, and any documents. Enough to decide without digging.

They get chased automatically on a schedule you set. If it still sits there, it can be escalated to someone else, so nothing waits silently.

Yes. Client go-aheads work the same way. Their reply is read automatically and the job updates the moment they confirm.

Every approval is logged: who was asked, when, who answered, and what they said. If there's ever a dispute about authorisation, the record is already there.

Think about your longest-waiting job right now. Odds are it's not waiting on materials or people. It's waiting on a sign-off nobody has chased.

Ready to speed up every sign-off?

Get in touch with the Build Concierge team and we’ll set it up around the way you work.

Keep reading

More from the knowledge centre

WorkflowsAutomations

A Year of PPM, Loaded From a Spreadsheet in Minutes

When a client sends their PPM schedule as a spreadsheet, Build Concierge reads it and creates every job, visit and line in your job management system, mapped to the right contacts and contracts.

WorkflowsAutomations
Posted: 23.07.26Read time: 4 mins
WorkflowsAutomations

Keeping Every Customer Happy, Call by Call

When a call comes through Concierge Support, AI reads the conversation for sentiment as well as content, so you can see how every customer feels, act on it early, and hold on to the relationships you have worked hard to build.

WorkflowsAutomations
Posted: 22.07.26Read time: 4 mins
WorkflowsAutomations

Purchase Orders, Raised From Site by Text or WhatsApp

When an engineer needs parts, Build Concierge turns a quick text or WhatsApp into a purchase order raised against the right job, and confirms it back before they have packed the phone away.

WorkflowsAutomations
Posted: 22.07.26Read time: 4 mins
WorkflowsAutomations

Jobs That Stall, Flagged Before They Go Stale

Build Concierge keeps watch on every open job, and the moment one stops moving it flags it to the right person, before it turns into a problem nobody saw coming.

WorkflowsAutomations
Posted: 22.07.26Read time: 4 mins
WorkflowsAutomations

A Year of PPM, Loaded From a Spreadsheet in Minutes

When a client sends their PPM schedule as a spreadsheet, Build Concierge reads it and creates every job, visit and line in your job management system, mapped to the right contacts and contracts.

WorkflowsAutomations
Posted: 23.07.26Read time: 4 mins
WorkflowsAutomations

Keeping Every Customer Happy, Call by Call

When a call comes through Concierge Support, AI reads the conversation for sentiment as well as content, so you can see how every customer feels, act on it early, and hold on to the relationships you have worked hard to build.

WorkflowsAutomations
Posted: 22.07.26Read time: 4 mins
WorkflowsAutomations

Purchase Orders, Raised From Site by Text or WhatsApp

When an engineer needs parts, Build Concierge turns a quick text or WhatsApp into a purchase order raised against the right job, and confirms it back before they have packed the phone away.

WorkflowsAutomations
Posted: 22.07.26Read time: 4 mins
WorkflowsAutomations

Jobs That Stall, Flagged Before They Go Stale

Build Concierge keeps watch on every open job, and the moment one stops moving it flags it to the right person, before it turns into a problem nobody saw coming.

WorkflowsAutomations
Posted: 22.07.26Read time: 4 mins
WorkflowsAutomations

A Year of PPM, Loaded From a Spreadsheet in Minutes

When a client sends their PPM schedule as a spreadsheet, Build Concierge reads it and creates every job, visit and line in your job management system, mapped to the right contacts and contracts.

WorkflowsAutomations
Posted: 23.07.26Read time: 4 mins
WorkflowsAutomations

Keeping Every Customer Happy, Call by Call

When a call comes through Concierge Support, AI reads the conversation for sentiment as well as content, so you can see how every customer feels, act on it early, and hold on to the relationships you have worked hard to build.

WorkflowsAutomations
Posted: 22.07.26Read time: 4 mins
WorkflowsAutomations

Purchase Orders, Raised From Site by Text or WhatsApp

When an engineer needs parts, Build Concierge turns a quick text or WhatsApp into a purchase order raised against the right job, and confirms it back before they have packed the phone away.

WorkflowsAutomations
Posted: 22.07.26Read time: 4 mins
WorkflowsAutomations

Jobs That Stall, Flagged Before They Go Stale

Build Concierge keeps watch on every open job, and the moment one stops moving it flags it to the right person, before it turns into a problem nobody saw coming.

WorkflowsAutomations
Posted: 22.07.26Read time: 4 mins

TW Drainage Case Study

Start your growth journey

Join the smart businesses scaling with Build Concierge.

Built for service businesses of every size, our AI powered customer engagement platform helps you respond faster, cut admin and deliver a better customer experience.

ISO 9001 icon
ISO 27001 icon
Cyber Essentials Certified