Get Faster Approvals & Reduce Disputes
Every unapproved ticket is a delayed invoice. Every disputed ticket is a delayed payment. Aimsio builds the approval workflow into the platform so tickets move through the chain without the chasing.
The approval bottleneck isn't a people problem. It's a process problem.
Tickets sit waiting for internal approval because no one got notified. Then they sit waiting for client sign-off because the PDF got buried in email. Then they get disputed because the client doesn't recognize what they're signing, or the scope changed and nobody documented it.
Every delay in the approval chain is a delay in the invoice. Every dispute is a delay in getting paid. In high-volume environments, especially oil and gas with large operators, approval velocity is a direct financial metric.
The fix isn't reminding people harder. It's building the approval process into the system so tickets move through the chain without the chasing, and clients see exactly what they're signing.
Tickets that move through approvals without the phone calls.
Aimsio builds internal approval workflows and client sign-off into the same platform where field data is captured.
Client approvals through a portal, not email chains
Clients review and approve tickets directly through the Aimsio client portal. They see exactly what was done, when, by whom, and at what rate. Approvals happen from any browser, on any device. No PDFs, no printing, no ambiguity about what they're signing. When a client can see the work clearly, disputes drop.
Learn more about Client Portal →Tickets submitted in the format your client expects
Configurable ticket templates mean every ticket goes out in the exact format the client requires. Labor lines, equipment lines, material lines, cost codes, all structured the way the client needs to see them. When the ticket matches the client's expectations on first submission, approval velocity improves significantly.
Learn more about Tickets →Formal documentation for scope questions before they become disputes
When a client asks for clarification on scope, specifications, or drawings, that conversation needs a paper trail. Aimsio's RFI feature lets you send a formal Request for Information through the Client Portal, capture the client's response, and link the approved answer directly to a change order. Questions get answered in writing. Scope changes get documented before work proceeds. Disputes have nowhere to start.
Learn more about RFI →(Drawings/Specifications/Equipment Number/Etc.)
Required/Discrepancy
Change orders that protect revenue instead of creating disputes
Scope changes happen on every job. When they're documented in Aimsio, with timestamps, approval trails, and client acknowledgment, they show up on the invoice as expected line items, not surprises the client pushes back on.
Learn more about Change Orders →Control who sees what with role-based access
Not everyone needs to approve everything. Aimsio's access management lets you define who can submit, approve, edit, and view tickets, by role, by job, or by client. The right people act on the right data without bottlenecks.
Learn more about Access Management →"Our clients just take forever to approve."
The problem isn't client speed. It's what you're asking them to approve, and how. When a PDF shows up in email with no context, no clear line items, and no easy way to respond, it sits in someone's inbox. When a client gets a portal link showing exactly what was done, formatted the way they expect, with one-click approval, they sign off the same day.
Aimsio's client portal gives clients a clear, structured view of the ticket with electronic sign-off. No PDFs, no email chains, no ambiguity about what they're approving.
"We now use it for dispatch, resource costing estimates, and pre-trip inspections. I don't know how we'd function without Aimsio."
Frequently asked questions
How does the client approval portal work?
Clients receive a link to review tickets in the Aimsio client portal, a browser-based view that requires no installation or Aimsio account. They see the ticket details, can add comments, and approve or reject electronically. The portal is accessible from any device.
What is Aimsio's first-submission approval rate?
Aimsio customers average a 91% first-submission approval rate. This is driven by configurable ticket templates that match client expectations and real-time data capture that eliminates the errors causing most rejections.
Can I customize ticket templates per client?
Yes. Ticket templates are fully configurable. You can create different templates for different clients, each matching the format, fields, and cost code structure that client requires.
How are disputes handled in Aimsio?
When a client has a question about a ticket, the full audit trail is available: who submitted it, when, what was approved, and by whom. Most disputes stem from ambiguity, and the structured data in Aimsio eliminates that ambiguity.
What is the RFI feature and how does it prevent disputes?
The RFI (Request for Information) feature lets you send formal scope questions to clients through the portal. The client's response is captured in writing and can be linked directly to a change order. This creates a documented paper trail that prevents scope disagreements from becoming billing disputes.
Can different team members have different approval permissions?
Yes. Aimsio's access management lets you define who can submit, approve, edit, and view tickets, by role, by job, or by client. You control who has authority at each step of the approval chain.