To record contractor quote submissions

The procedure to record contractor quote submissions is as follows:

1. Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address 1.
2. 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 ().
3. 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.
4. Double-click on the row containing the specific repair request against which a works order quotation process has been initiated. The Repair Request window is displayed.
5. Click on Quotes. The Quotes tab is activated, revealing a list of issued quotations in the Quotes summary table.
6. Double-click on the row containing the specific quote against which a formal contractor submission has been received. The list of contracts selected for the quotation process are displayed in the Contracts summary table.
7. Double-click on the row containing the specific contract linked to the new submission. The Update Quote window is displayed.
8. Enter the Received date of the contractor quote submission using the calendar icon () or type in the value directly 3.
9. Enter the Contractor quote reference into the field provided i.e. any documentation reference supplied by the contractor.
10. Enter the Total cost of the contractor's quote into the field provided. The Up and Down arrows are available to increment or decrement the value, as required.
11. Use the Additional comments field to add contextual information in support of the contractor's quote.
12. Click on Save.

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 The permitted date entry format is MM/DD/YY or MM/DD/YYYY.

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