For people who own the process.
Guides, templates and checklists for mapping, controlling and evidencing approval processes. Whichever tool you use.
How to do each task
Step-by-step guides for every service: choose the product you use, then the part you play in it.
Ask for time off, decide on it, and keep balances right.
Spend RequestsAsk to spend against a budget, approve it, and set the budgets and limits.
Quotes and OrdersQuote a job, sign it off, and record what the client said.
ProjectsRaise tickets, triage them, and move them across the board.
Artwork ApprovalsBrief artwork, upload versions, have the client approve through a link, then print or deliver.
Media BookingsPlan media, have the client approve the plan through a link, book it with media owners, reconcile invoices and bill the client.
AssetsReceive, assign, service and retire what your organisation owns.
Asset RequisitionsRequest supplies from stock, approved by value.
Field TrialsRun seed trials from setup to harvest review.
Your workspaceSigning in, finding your work, and running the workspace as a tenant admin.
Templates and checklists for owning the process: ask us for the approval matrix template.
Processes you can run
Each is a complete, configured process with its records, rules and pages.
Spend Requests
Spending that cannot quietly go over budget.
ExploreJadeAssets
A register that keeps itself current.
ExploreAmethystLeave
A balance that is a ledger, not a number.
ExploreMorganiteProjects
Work in columns, on the same records.
ExploreAquamarineQuotes and Orders
What you quoted, what you agreed, what it cost.
ExploreSapphireAsset Requisitions
Requests, approvals, stock and budget in one process.
ExploreEmeraldField Trials
Trials in the field, with incidents raised by rule.
ExploreTourmalineArtwork Approvals
Every version, signed off by the client who saw it.
ExploreRubyMedia Bookings
From approved plan to reconciled invoice.
Explore