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Text record

Customer approved extra work by text: how to make the record clear.

A text approval can be useful when the customer is not ready to sign a formal document. The message still needs to be specific enough to show what was approved.

Direct answer

A customer text approval should reference the added work and cost in the same thread, then include a clear reply such as approved, yes, or go ahead before work continues.

01Workflow

Make the text thread usable later

  1. 1

    Send the added scope and cost in one clear message.

  2. 2

    Ask the customer to reply with approval.

  3. 3

    Avoid vague replies like looks good unless the cost is visible above it.

  4. 4

    Screenshot or export the text thread.

  5. 5

    Attach it to the ticket, job photos, or invoice record.

02Practical notes

What matters in the field.

The cost needs to be in the same context.

A reply that says yes is stronger when the price and scope are visible in the message directly above it.

Screenshots are better than memory.

If you later need to prove the approval, a saved screenshot is easier to find than a vague note in your head.

Use a PDF when you need a cleaner handoff.

Texts are fast. A PDF is easier to send to the office, attach to an invoice, or store with project documents.

03Checklist

Text approval checklist

Scope visible

Cost visible

Customer reply visible

Timestamp visible

Saved with the job record

Example

Text approval example

Contractor: Added outlet relocation is $281 and outside the original quote.

Contractor: Reply approved before we continue.

Customer: Approved.

04FAQ

Common questions.

Is a text approval better than verbal approval?

Usually yes, because it creates a written record. Verbal approval can still be recorded in a ticket, but written approval is easier to verify.

Should I save the whole text thread?

Save enough context to show the added work, cost, customer reply, and timestamp.

See what the approval record looks like.

Open the sample PDF first, then download SiteTicket AI if this is close to how you handle added work, customer approval, and invoice backup.

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