The procedure to accept a contractor quote for a repair order is as follows:
- Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address
1.
- Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon (
).
- Click on Repair Requests (contact summary 360 view) or Repairs (for an asset) 2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
- Double-click on the row containing the specific repair request against which a formal quotation process has been initiated. The Repair Request window is displayed.
- Click on Quotes. The Quotes tab is activated, revealing a list of issued quotes in the Quotes summary table.
- Double-click on the row containing the specific quote against which a contractor submission has been recorded. The list of contracts selected for the quotation process are displayed in the Contracts summary table.
- Double-click on the row containing the specific contract from which a formal quotation will be accepted. The Update Quote window is displayed.
- Accept the contractor quote by activating the Successful tick box provided 3.
- Click on Save. The Quote status is automatically updated to Completed and the associated repair order is released from On Hold status.
Note
1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.
2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.
3 A contractor quote can only be accepted once the Target completion date & time deadline is reached.
See related topics...
Repairs quote management overview
To create a new quote for a repair order
Contract maintenance overview
Contractor record maintenance overview
To define the user profile
Using the search facility
