---
title: "Authorizations to Proceed"
slug: "authorizations-to-proceed"
updated: 2026-06-12T19:57:08Z
published: 2026-06-12T19:57:08Z
canonical: "help.cenpoint.com/authorizations-to-proceed"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cenpoint.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Authorizations to Proceed

This article covers how to set up Authorization to Proceed (ATP)

Set Up ATP/Predefined Notes

Require ATP on a Job or Field Ticket

ATP Print with the Field Ticket

Define Default Terms

Require ATP on a Task(s)

Send ATP in Advance

ATP Report

### 

### Set Up Authorization to Proceed on the Company Branch and Tasks

#### Set Up Authorization to Proceed

Set up Authorization to proceed by going to More→ List Management→ Quotes, Jobs, & Invoices → Auth. To Proceed

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/AuthToProceed.png)

Click Add to create a new note. Click the Ellipsis→ Modify to alter an existing note.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/40(1).png)

Add a Description and make sure the ‘Type’ is Auth to Proceed, the “Active” box is checked, and then click OK to save and close.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/41(1).png)

#### Require Authorization to Proceed on Job or Field Ticket

Go to More → Company/Branch Info

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Company Branch Info.png)

Then double click on your branch or select the Ellipsis→ Modify

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/ModifyBranch(2).png)

Go to the Mobile Settings (Tech View) Tab.

Select an option from the drop-down list next to Authorization to Proceed.

**Optional:** Gives techs the option to get an “Auth to Proceed” signature but is not required.

**1 Per Job:** A signature for “Auth to Proceed” is required on each Job before you can start working.

**1 Per FT:** A signature for “Auth to Proceed” is required on every Field Ticket before starting work.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/AuthToProceedJob.png)

#### Authorization to Proceed to print with Field Ticket

If you want the Authorization to Proceed to print with the Field Ticket,

Go to the “Job & Report Options” Tab while in the branch settings.

Check the box if you would like the Authorization to Proceed to print with the Field Ticket.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/JobReportAuth.png)

#### Default Terms

There are Default Terms that fill in on every Authorization to Proceed.

This is found under More->Company Branch-> Select your Branch → Mobile Settings (Tech View) Tab.

*Predefined notes are added on at the time you are creating the Authorization to Proceed

and will appear under the ATP Default Terms

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/TermsAuth.png)

#### Send an Authorization to Proceed to Customer in Advance

To send ATP in advance go to the Work Order → Click “Send eSig Link”

A new window opens and allows you to fill out/text an ATP link to your customer before you even get there!

Techs can also send an Authorization to Proceed on the mobile app from the Field Ticket.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/WOAuthToProceed.png)

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-GCFEQYWM.png)

To see more information on how tasks work with Authorizations to Proceed follow this link:

[https://help.cenpoint.com/v1/docs/en/authorization-to-proceed-and-safety-plan-on-a-task](https://help.cenpoint.com/v1/docs/en/authorization-to-proceed-and-safety-plan-on-a-task)