Submitting and approving are separate actions, often done by different people. The planner submits; a reviewer approves. If you do both yourself, just follow the page top to bottom.
Submit a plan for review
When a plan is ready, you submit it from the Job Planner screen. You can get there from the Job Plan tab on the job’s project page by choosing Continue Planning (or Create Plan if you’re starting fresh).Make sure the plan is complete
The Submit Plan button only turns on once everything the plan needs is in place. Until then it stays greyed out. To make it active:1
Clear the Important Notices
If the job has crew notes, open the Important Notices section and confirm them. The plan can’t be submitted while a notice is still waiting to be acknowledged.
2
Add at least one day
A plan needs at least one day. Each day must be filled out completely — its sections should all be marked done.
3
Assign all the work
Every work order item has to be fully allocated across your plan days. If any quantity is left over, the plan isn’t ready and submitting is blocked.
4
Request your crew
Make sure at least one crew member is requested for the work.
Click Submit Plan
When everything checks out, the Submit Plan button becomes active.1
Press Submit Plan
Press Submit Plan. On mobile it’s the button at the bottom of the screen.
2
Confirmation
The plan is saved and sent for review, and you’re taken back to your jobs list.
If something’s still missing, submitting will tell you exactly what to fix — for example, a remaining quantity to allocate, an unconfirmed crew note, or a missing crew member. Resolve the message and try again.
Review and approve a plan
A submitted plan waits for a reviewer to approve it. Reviewing is done from the jobs list.1
Find the job
In your jobs list, look for jobs in the Pending Review stage. You can filter to that stage using the tabs at the top of the list.
2
Open Review Plan
A job that’s waiting on you shows a Review Plan action. Choose it to open the plan.
3
Look the plan over
The plan opens in a read-only view that shows Submitted By and the date. Read through the days, the work that’s been assigned, and the requested crew. If something needs changing, choose Edit Plan to open it for edits.
Approve the plan
When the plan looks good, you sign off by moving the job forward to the next stage.1
Open the status selector
On the job in your jobs list, open the status control next to the job (it shows the current stage, Pending Review).
2
Set it to Requires Scheduling
Choose Requires Scheduling. This advances the job past review.
3
Confirmation
You’ll see a short confirmation that the status was updated. The job is now in Requires Scheduling; the plan itself keeps showing Plan Complete, with who submitted it and when.
Changing a job’s stage is permission-controlled. If the status control is unavailable for you, your team’s setup doesn’t allow you to advance this job — ask whoever handles approvals for your branch.
What’s next
Build a plan
See how a plan comes together — days, work assignments, and crew requests — before you submit it.
Browse the pipeline
Track every job by stage, from Pending Review to Requires Scheduling and beyond.