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Work orders, vendors & quotes

Quotes: to your client, and from a vendor

Price the repairs for your client from an inspection's findings; and let the vendor on a job send their price, held for your approval over an amount you set.

  1. 1

    Go to Quotes (Pro). From an inspection turns every Poor and Fair finding into a line; Blank starts empty.

  2. 2

    Fill in the title, the client and their email, Valid until, a tax rate, the lines, notes to the client and your terms. Tick When accepted, raise a work order per line if you want the work queued the moment they say yes.

  3. 3

    Send to client emails a private link with the PDF attached; the link works for 30 days. The client accepts and signs with a finger, declines with an optional reason, or asks a question — each lands in your inbox.

  4. 4

    If they answer by phone instead, mark it Client accepted or Client declined yourself. Raise work orders does it by hand if you didn't tick the box.

  5. 5

    From a vendor: the vendor on a work order can tap Send a quote on their link with an amount and what's included. Set Quotes need approval over under Settings → Work orders; a quote above it holds the work order until an owner or admin accepts or declines it.

There is no way to send one job to several vendors and compare their prices side by side; a job has one vendor at a time.

Didn't answer it? Write to a person — a person answers, and the answer becomes an article.

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