What's New
Estimates awaiting client approval now include a Record client approval button (admin/owner only) that captures off-portal approvals — phone calls, emails, or in-person sign-offs. Recording an approval sets the estimate status to Approved and unlocks Create invoice immediately, exactly like a portal approval, while remaining visibly distinct. The decided card shows Approved (manual) with the approver name, date, and any optional note, so you always know how the approval came in.
This eliminates friction when clients approve by any means other than the portal, speeding up the path from estimate to invoice.