Once maintenance tasks have been entered it is possible to create quote requests by email and receive prices back into your data online. 

Preparation to request quotes

  • Set up an email template (Settings Menu > Email/Letter Templates > New Template > Type = Quote Request)
  • Enter a maintenance task

Starting a Quote Request from the Maintenance Hub

  • Click Dashboard
  • Click Maintenance Hub
  • Use the filter options and column sorting to find the maintenance task
  • Click the magnifying glass beside the task
  • Click Send Quote Request

Starting a Quote Request from the Dashboard 

  • Click the reminder on the calendar or to-do list
  • Click Send Quote Request

Starting a Quote Request from the Property or Tenancy file

  • Open the property or tenancy
  • Click Tasks in the left menu
  • Click the magnifying glass beside the maintenance item
  • Click Quote Request

Sending Quote Requests

  • Check the due date.
  • Select a template you've previously set up or type your message using merge fields to add personal details.
  • Add recipients, you may need to clear the contact type option as it defaults to preferred suppliers for this property.
  • Ensure your email has a quote link.  Without the link, the email recipients will not be able to view details or submit their quotes. The link will include if you select the quote request template (as seen below)
  • Add any attachments and click Send Quote Request.

The contractor can view details and add a price and comments before sending the quote.

The contractor will see onscreen that their quote has been successfully submitted.

Viewing Quotes Submitted online from the Maintenance Hub

  • Click Maintenance hub on the Dashboard.
  • Select the Quotes tab.
  • Click the Emailed link to see recipients and submitted prices, or to archive this quote.

Viewing Quotes Submitted online from the Property or Tenancy File

  • Find the property or tenancy
  • Click Tasks in the left menu
  • Click the Quote Requests tab
  • Click View

Accepting a Quote

  • Click View then View Details to see comments and attachments from the contractor.
  • Click Accept to select this quote and create a work order.