Get change orders approved before they delay the job.
When a change order is waiting on a customer, WiloSync automatically reminds them — with your approval link included — so extra work does not sit unsigned while your crew waits.
Available on any paid plan — from $39/month. View plans
Preview exactly who is due before anything sends. Each row is marked once reminded, so a schedule never double-sends. Pause anytime.
Before
A change order sits unsigned, the crew is waiting on it, and nobody remembers to chase the customer — so the job stalls and the extra work is at risk.
After
The moment a change order is awaiting approval, the customer gets a polite reminder with the approval link, so decisions happen before they hold up the schedule.
What you get
Nothing sits forgotten
Every record still awaiting approval is chased automatically, so a pending signature does not quietly stall the job.
The approval link is right there
The reminder includes your approval link, making it easy for the customer to act instead of putting it off.
No double-sending
Once a customer is reminded, their row is marked so a schedule never chases the same person twice.
How it works
- 1
Keep your records in a Google Sheet with Name, Email, and Status columns.
- 2
Each run finds rows still “Awaiting Change Order Approval,” skipping ones already handled.
- 3
Preview shows exactly who is due, with the personalized email — nothing sent yet.
- 4
On send, each customer gets a reminder from your Gmail and their row is marked Reminded.
What your customer receives
Subject: Action needed: please approve your change order
Hi Jane, We have a change order waiting on your approval before we can continue the work. You can review and approve it here: [approval link]. Thanks, Riverside Contracting
What you control
- The Google Sheet with your records
- The approval link included in the email
- The email subject and message — a starter is pre-filled
- When it runs — set a schedule that matches how often this needs checking
What you need
- A Google account (Sheets + Gmail) — connect once under Integrations
- A Google Sheet of records with a Status column
- Your approval link
Use our sample sheet or connect your existing one. No coding or technical setup required.
Included in this workflow
- Finds records still awaiting change-order approval
- Includes your approval link in every reminder
- Preview exactly who is due before sending
- Sends from your own Gmail
- Sends one reminder per change order (marks the row so a schedule never double-sends)
- Runs on a schedule you set
This is a premium workflow — it is not on the free plan. It sends a reminder with your approval link; it nudges for a decision but does not capture the approve/decline decision itself (a separate approval workflow does that). SMS delivery and follow-up nudges are custom builds.
Available as a custom build
- Text-message delivery once SMS is enabled
- A follow-up nudge if there is no response within a few days
- Personalization based on customer segment or history
- Capturing the actual approve/decline decision, not just a reminder
Questions
Does it keep reminding until approved?+
No — the standard workflow sends one reminder per change order. Recurring follow-ups and escalation rules are available in advanced plans or custom setups.
Does this capture the customer’s decision?+
No — it sends a reminder with your approval link to prompt a decision. Capturing the actual approve/decline is a separate workflow available as a custom build.
Will it chase the same person twice?+
No. Once a customer is reminded, their row is marked Reminded, so a schedule never double-sends.
Can I see who is due first?+
Yes. Preview shows exactly who qualifies, with the personalized email, and nothing sends until you send it.
Who sends the reminder?+
It sends from your connected Gmail, so replies come to you.
Will this workflow stay updated?+
Yes. It runs as a shared workflow, so improvements roll out automatically while your sheet, message, and schedule stay as you saved them.
Ready to put this premium workflow to work?
Creating your WiloSync account is free. This is a premium workflow — subscribe to activate it and connect your tools, or request a custom setup and we’ll set it up for you.
Available on any paid plan — from $39/month. View plans
Update policy & sample files
How updates work
WiloSync runs this as a shared workflow. When we improve reliability, fix bugs, or refine default email wording, those improvements roll out automatically — you never need to delete and recreate your automation. Your sheet URL, message text, and schedule always stay exactly as you saved them. After a row is handled, its Status is set to "Reminded" so it's never sent twice.
Sample sheet
Columns: Name, Email, Status