Quotations are a powerful tool allowing the property management team to request multiple prices for one Work Order.
The Basics
1) Create the first part of the Quotation using the purple quote box. It triggers the following pop-up. Your display might vary depending on your set-up.
2) Add the detail for the quotation and any other info required by your organisation.
3) The final quote will look as below, it will have an addition tab compared to the standard work order.
4) At this point the contractor will be notified via email (if they have selected the option) and they will update the RFQ. Note: you will be notified when either the completion date arrives or all quotes are completed.
5) Below show a completed quote. Note the status is Quotation Complete
6) You then accept the preferred supplier via "select
7) After accepting the quote you want, the system will send rejection and confirmation emails
and after a couple of minutes, it will look as follows.
At This point you can treat your request as a Work Order