The quote cycle from tenant to manager to contractor to owner

Modified on Wed, 20 Mar at 9:49 AM

Work Flow

Download the flow: workflows work orders only 


Step 1 - Tenant

The tenant will raise an issue based on an issue type. This article is linked to understanding task types


 



Suggested solution 


   


Step 2 - Property Manager

The issue will come in as a task and will require a work order. This article is linked to understanding tasks   and  adding a work orderVia the web add a work order to the task


 

 Via the mobile       


Step 3 - Property Manager

Add to quote ensure quote box ticked then choose contactor's  

     

Step 4 - Contractor

The contractor receives a job to quote. This article is linked to contractor accepting the job and issuing a quote


 


Step 5 - Property Manager

Quote now in. For this scenario, we are sending it to the owner for approval

         

Step 6 - Owner

The owner approves the job. This is linked to how an owner accepts or rejects a quote 



Step 7 - Property Manager

Once the owner accepts the quote the job is now live for the contractor and Manager

  From contractor view              

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article