Send estimates and work requests for review

Check the property, homeowner, and plan

Creating, editing, and submitting work proposals requires Pro or Business. Start from an issue linked to the correct property. Confirm that the intended homeowner is linked to the home and that their email address is correct before sending. An estimate containing an amount also requires billing-management permission; operational access alone is not permission to make a monetary proposal.

A draft is private. Creating or saving it does not send a review email. Sending a revision for review is the action that queues the homeowner email.

Prepare a clear proposal

1. Open the issue and find Proposed work. Choose Prepare proposal.
2. Describe the work to be performed, what is excluded, and the proposed work window. Name the limits of the request instead of relying on a general note such as “fix as needed.”
3. Select the relevant equipment and vendor when applicable. Check the record belongs to this home and the vendor is the one you intend to reference.
4. Select only the evidence you want the homeowner to see. Internal files and equipment manuals are not automatically shared.
5. For a permission request, leave out the monetary estimate. For an estimate, enter the amount, currency, and your terms. This is an estimate, not a charge or an invoice.
6. Save the draft, then use Preview before sending. Read the actual homeowner-facing scope, exclusions, evidence, timing, and estimate.
7. Submit the revision for review. Check the review-email status on the proposal; a submitted proposal is not proof that the email was delivered.

Handle a review-email problem without duplicating the request

Keep email delivery separate from proposal status. A pending homeowner decision can exist even when its email has failed. Inspect the delivery explanation and use the retry action when it is offered. An eligible retry sends the same submitted revision; it does not create a new approval request or erase history.

Do not repeatedly click Send or create duplicate proposals to work around a mail problem. A changed recipient, changed property ownership, superseded revision, or an already-recorded decision can make the original retry ineligible. Correct the underlying information and follow the message shown by the app. Where a new revision is needed, preview it again before submission.

Read the decision and handle scope changes

The homeowner can approve, decline, or request changes in the portal. NestWatch records the response against the submitted revision and creates an operator in-app notification. Open the proposal to see the decision and its receipt; use history to review earlier revisions.

If the homeowner requests changes, edit the working draft and send a new revision. An earlier approval does not apply to the changed amount or scope. Editing the draft alone does not replace what the homeowner was asked to review. Withdraw a submitted request when it should no longer be acted on.

If the owner changes while work is pending, do not forward the previous owner's review link or reuse their decision as the new owner's authorization. Recheck the property's homeowner and use the current review flow.

After approval or a plan downgrade

Track progress and completion separately from approval. See the issue-to-completion guide for the next steps. Approval does not assign a vendor automatically, create a task or invoice, calculate a markup, charge a card, or start accounting sync.

On an active downgrade to Solo, saved proposals, receipts, pending homeowner responses, eligible same-revision email retries, withdrawal, and work completion remain accessible. Creating, editing, or submitting a new revision requires Pro or Business. Ordinary subscription, ownership, and permission checks still apply.

Share the homeowner review guide if a client needs help responding.