The procedure to update the status of a repair order quote 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 linked to a formal quotation process. 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 status update is to be recorded. The list of contracts selected for the quotation process are displayed in the Contracts summary table.
- Click on Update Status. The Select Status window is displayed.
- Using the Quote status drop-down field, select an appropriate parameter value to reflect the current progression stage 3.
- Use the Comments field to add any contextual data in support of the change of quote status.
- 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 quote status can be updated manually in situations where no contractor quotes have been received.
See related topics...
Repairs quote management overview
To create a new quote for a repair order
To record contractor quote submissions
Contract maintenance overview
Contractor record maintenance overview
To define the user profile
Using the search facility
