Spending decisions that stop living in WhatsApp screenshots
In most construction firms an approval is a phone call, and the record of it is a screenshot. BuilderX Pro makes approval a property of the document itself: every indent, purchase order, payment request, invoice and expense report moves through the levels you configure, and every decision is recorded against the record with who approved it and when.
Directors · project managers · finance controllers · account heads
22+ capabilities in this module · 4 feature groups · 2 connected modules
Why verbal approvals cost money
Site teams commit spend before anyone senior has actually agreed to it.
Nobody can reconstruct who approved a payment six months later when it is questioned.
Approval limits exist on paper but nothing in the system enforces them.
Approvers are the bottleneck because requests reach them across calls, WhatsApp and email with no queue.
Everything the approvals & workflows module does
22+ capabilities across 4 areas — each one shipped, not roadmap.
Configurable approval flows
Set the levels once, per document type.
- Multi-level approval flows with ordered levels
- Named approvers assigned per level
- Separate flows for indents, POs and site transfers
- Work-order payment approval flows at org and project scope
- Invoice and bank-operation approval flows
- Customer-facing approval flows
Approvals inbox
One queue instead of chasing people.
- Consolidated approvals inbox across modules
- Pending-at-my-level filtering
- Approve or reject with remarks
- Mobile approvals so directors are not desk-bound
- Push and in-app notification on pending items
Coverage across the platform
The same engine, everywhere money or scope moves.
- Purchase order and indent approvals
- Work-order amendment and payment-request approvals
- Expense report and petty-cash approvals
- Material return approvals
- Leave request approvals
- Payment report approvals
Audit & accountability
A defensible record after the fact.
- Approval decision history on every record
- Leave approval audit log
- Bank operation audit log
- Entity-level audit log across modules
- Role and permission gating on who may approve
From start to finish
Configure
Define the approval levels and named approvers for each document type your firm controls.
Raise
A site engineer raises an indent, payment request or expense report as normal.
Approve
It appears in the right approver’s inbox — on web or mobile — and moves level by level.
Audit
The decision, approver and timestamp stay attached to the record permanently.
Questions about approvals & workflows
Yes. Work-order payment approval flows can be configured at organisation scope or overridden per project, so a large site can carry a different chain from a small one.
Yes — the approvals inbox is available in the mobile app, which is the point: approvals should not require someone to be at a desk.
The approval decision, the approver and the timestamp are stored against the document, and separate audit logs cover leave, bank operations and entity-level changes. Approvals are not deleted when a document moves on.
Yes. Approval rights sit inside the role and permission system, so approving is a granted permission rather than something any logged-in user can do.
Ready to see the approvals & workflows module in action?
Book a walkthrough and we’ll show you exactly how it fits your workflow — with the rest of the platform behind it.