Quotations: how to create and accept offered Quotations as a Managing agent

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.

Few good-to-know things-

1. Same as all other request types, you cannot delete a quotation request. If you wish to withdraw or delete a quotation request, you can instead choose to complete it by clicking on 3 dots on far right next to Action and choose 'Complete' from the drop-down. It will then be auto-closed after stipulated period by the system clean up jobs

2. Contractors cannot view comments added by Managing agents on to quotations request unless its accepted. Only after a quotation is received and accepted and is turned into a Work order, any comments added thereafter will be visible for viewing for the assigned Contractor.