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Customers and properties

How to approve customer change requests

When a customer updates their own details, or a worker moves a property pin, it lands in a review queue. How to approve, reject, and clear it.

Two things in ClippingCash can be changed by someone other than you: a customer editing their own details in the portal, and a worker moving a property’s routing pin from the field. Neither applies silently. Both land on the Customer Change Requests page for you to look at.

1 Open the review queue

Go to Change Requests from the left menu. The page has two independent sections: Customer Change Requests at the top and GPS Pin Changes below it.

When there is nothing waiting you will see No pending change requests and No unreviewed GPS pin changes. That is the state you want to come back to.

2 Approve or reject a detail change

Each pending request shows the field the customer wants to change, then the old value struck through next to the new value, so you can read the change at a glance without opening anything.

Two buttons: Approve and Reject.

Approving applies the value straight to the customer record. There is no second confirmation, so read the new value before you click. You get a Change request approved confirmation.

Rejecting leaves the record untouched and clears the request, confirmed with Change request rejected.

Approve when the customer is telling you something you did not know, which is most of the time. Reject when it looks like a typo, or when it conflicts with something you have confirmed by phone. If in doubt, phone them: an address change is worth thirty seconds of certainty because it drives where your crew goes.

3 Review moved GPS pins

The GPS Pin Changes section lists property pins moved by a worker or an office user. Each row gives you:

  • The property, as a link straight to that customer
  • Who moved it, as Moved by followed by their name, linked to their profile
  • How long ago
  • The before and after coordinates
  • A badge showing how far it moved, as moved N m

That distance badge is the useful bit. A pin nudged a few metres is a crew being precise about where to park. A pin moved several hundred metres deserves a look, because it usually means either the original geocode was badly wrong or someone moved the wrong property.

Click Mark reviewed on a row once you are satisfied. If you have a backlog of small corrections you trust, Mark all reviewed clears the section in one click. You get GPS change marked reviewed as confirmation.

Why this queue exists

Nothing here blocks work. The pin move already took effect, and routing already uses the new coordinates. This queue is so that changes made outside the office are visible to the office rather than invisible, and so a bad correction is something you catch in a day rather than discover on a route three weeks later.

Making it a habit to clear it weekly is enough.