When a Sale record is approved a Job record is automatically created. In the first phase of a Job, the operations and/or install team will need to review the sale to ensure that it can properly, and just as important profitably, be installed. 1Stop's built-in business process helps simplify and streamline this process to ensure the Job is successfully approved to proceed. The default business process allows you to select the Setup and of the Job with or without a site visit depending on your requirements in your approve to proceed process. This article will provide the step by step instructions for both approving to proceed with a site visit as well as without a site visit as well as providing an overview of the automations that occur after approving the Job to proceed. In addition this article provides an overview on how to handle a Job that is not authorized to proceed.
Approve to Proceed with a Site Visit
1. Click the Setup for Site Visit Transition.
2. Complete fields and click Save (all fields must be completed). Upon Saving, the record will move to the Ready for Site Visit State. See field details below image.
- Job Owner - Finance employee assigned to the Sale.
- Site Visited By - User who conducts the site inspection visit.
- Site Visit Date - The scheduled or actual date of the site visit.
- Site Visit Docs - A multi-select picklist to confirm all necessary documents for a site visit are prepared.
- HOA Required -A Picklist field with Yes or No option. If Yes is selected a HOA record will be automatically created after the Transition is saved.
- Job Overview - An overview of the key elements of the Job for easy reference by team members.
- Property Type - Picklist options for property type (e.g., single family, townhouse, condo).
3. Once the site visit has been completed, click Site Visit Completed Transition
4. Confirm or update the Site Visit Date and click Save. Upon Saving, the record will move to the Completed Site Visit State.
5. When the site visit results have been reviewed and you are ready to approve this Job to proceed, click Approve to Proceed Transition.
6. Complete fields and click Save (all fields must be completed). Upon Saving, the record will move to the Approved to Proceed State. See field details below image and see Automations after Approved to Proceed section below for overview on all automations that occur after Saving.
- Est Install Start Date - Anticipated date the installation will begin.
- Install Days - The duration of the installation in days.
- Product Order Required - A Picklist field with Yes or No option. If Yes is selected a Product Order record will be automatically created after the Transition is saved.
- PO Release Category - A picklist field to indicate when a product order should be released.
- Permit Required - A Picklist field with Yes or No option. If Yes is selected a Permit record will be automatically created after the Transition is saved.
- Engineering Required - A Picklist field with Yes or No option. If Yes is selected a Engineering record will be automatically created after the Transition is saved.
Approve to Proceed with No Site Visit
1. Click the Setup No Site Visit Transition.
2. Complete fields and click Save (all fields must be completed). Upon Saving, the record will move to the No Site Visit Required State. See field details below image.
- Job Owner - Finance employee assigned to the Sale.
- Job Overview - An overview of the key elements of the Job for easy reference by team members.
- Property Type - Picklist options for property type (e.g., single family, townhouse, condo).
- HOA Required -A Picklist field with Yes or No option. If Yes is selected a HOA record will be automatically created after the Transition is saved.
3. When the sale has been reviewed and you are ready to approve this Job to proceed, click Approve to Proceed Transition.

4. Complete fields and click Save (all fields must be completed). Upon Saving, the record will move to the Approved to Proceed State. See field details below image and see Automations after Approved to Proceed section below for overview on all automations that occur after Saving.
- Est Install Start Date - Anticipated date the installation will begin.
- Install Days - The duration of the installation in days.
- Product Order Required - A Picklist field with Yes or No option. If Yes is selected a Product Order record will be automatically created after the Transition is saved.
- PO Release Category - A picklist field to indicate when a product order should be released.
- Permit Required - A Picklist field with Yes or No option. If Yes is selected a Permit record will be automatically created after the Transition is saved.
- Engineering Required - A Picklist field with Yes or No option. If Yes is selected a Engineering record will be automatically created after the Transition is saved.
Automations after Approved to Proceed
New Records Created After Approving a Sale
- If the Product Ordered Required field is set to Yes, a new Product Order record will be automatically created.
- If the Permit Required field is set to Yes, a new Permit record will be automatically created.
- If the Engineering Required field is set to Yes, a new Engineering record will be automatically created.
Job Record Field Updates
- Initial Est Install Date field populated with the Est Install Start Date field.
- The Approved By field is populated with the user name who completed the Approve to Proceed Transition.
- The Approved Date & Time field is populated with the current date and time when the Approve to Proceed Transition was completed.
- Approved to Proceed Date field is populated with the current date when the Approve to Proceed Transition was completed.
Job Not Authorized to Proceed
If after reviewing all the sale record details it is determined that you should not approve and proceed with this Job you have two options:
- Work with the respective sales team members to get a Change Order signed to fix the issues with the original Sale record. Once the Change Order is signed by the customer you can then move forward with approving the Job to proceed.
- Cancel the Sale record. Once the Sale record is canceled no further action is required on this JO
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