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Sign-offs

Nothing goes out without the right yes.

Emails, meeting changes and actions on records wait for your approval, in the app or on your phone.

Needs your sign-off · 2:21 PM

June statement from the custodian

Closing counsel needs proof of funds before the $180K wire. Send this statement?

Send to counselSentOpen

Hartwell Wealth · Wealth advisory

Same Headroom. Built around each one.

Needs your sign-off · 2:21 PM

Sending domain not verified

The launch email can't send until 2 DNS records are added. Send them to Priya for the registrar?

Send to PriyaSentOpen

Fieldnote Studio · Design agency

Needs your sign-off · 2:21 PM

Certified deposition transcript

The opposition is due at 5:00 PM and needs the June 4 transcript. Use it as Exhibit B?

Use as Exhibit BSentOpen

Marsh & Vale · Law firm

Headroom drafts. You decide.

  • Anything that leaves waits for you

    Sending an email, moving a meeting with other people, inviting someone or running an action on a record all ask first.

  • See exactly what will happen

    Each request shows the draft or the change in full, so you approve the real thing, not a summary.

  • Say yes however you like

    Tap approve, reply in your own words, or react to the message on your phone.

  • No means no

    Decline and nothing runs. Headroom can come back with a changed version if you tell it what to fix.

Common questions

What needs a sign-off?+

Anything that goes out or changes something important: emails, meeting changes that involve other people, invitations and actions on records.

Can I approve from my phone?+

Yes. Reply or react in iMessage or WhatsApp, just like any other message.

What if I'm not sure?+

If your answer isn't a clear yes, Headroom treats it as a no and asks again.

More of Headroom

  • SLSarah Lin9:14

    Re: Order #4471

    Can we push delivery to Friday? Our dock is closed Thursday.

    Order #4471Updated just now
    ClientHartley & Co
    DeliveryFri 15 Oct
    EmailReads Gmail and Outlook and updates the right record.
  • Quote · Hartley & Co

    $12,400

    MR

    Marcus Reid

    Signs off quotes over $10k

    ApproveAsk
    Approved · sent to client
    You're hereSign-offsAsks the right person before anything goes out.
  • PDFInvoice_4471.pdf
    Qty40 units
    Total$12,940 ≠ quote
    Documents
  • Call with Hartley · 12 min
    Send revised quoteTuePS
    Book the deliveryFriMR
    Calls
  • Who owns what

    Quotes over $10kMarcus approvesMR
    DeliveriesPriya schedulesPS
    Client emailsSarah repliesSL
    Never ship before payment clears
    Business mapKnows who owns what and which rules can't bend.
  • ClientStageOwner
    Hartley & CoWonPS
    Brook StreetDeliveryMR
    NorthwindInvoiceSL
    Workspace
  • Intro callThu 14 · 30 min
    10:0011:302:003:30

    Booked · Hartley record ready

    Calendar
  • Order inCheckedApprovedShipped
    Processes
  • New order

    Company

    Hartley & Co

    PO number

    4471

    Forms
  • Hartley & Co portal

    Your orders

    #4471Delivered
    #4402Delivered
    Portals
  • Delivery → Fri 15

    From Sarah's email · 9:14

    Status → Approved

    Marcus · 9:02

    History
  • Order #4471Finance
    DeliveryFri 15
    Margin32%
    Permissions
  • GmailOutlookSlackWhatsAppDrive

    ● Filed from Drive

    Integrations
  • Which orders ship late this week?

    Two, both pushed by the client:

    #4471 Hartley & Co → Fri · #4480 Brook Street → Mon

    AskAnswers from your own records.

You don't set it up. We do.

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Headroom (n.) The distance between where a business operates today and where it could operate at full potential.

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