The quote cycle from tenant to manager to contractor to owner

Modified on Wed, 20 Mar 2024 at 09:49 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              

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