The quote cycle from tenant to manager to contractor to owner

Work Flow

Download the flow: workflows work orders only 

Step 1 - Tenant

The tenant will raise an issue based on an issue type. This article is linked to understanding task types

Suggested solution 

Step 2 - Property Manager

The issue will come in as a task and will require a work order. This article is linked to understanding tasks   and  adding a work orderVia the web add a work order to the task

 Via the mobile       

Step 3 - Property Manager

Add to quote ensure quote box ticked then choose contactor's  

Step 4 - Contractor

The contractor receives a job to quote. This article is linked to contractor accepting the job and issuing a quote

Step 5 - Property Manager

Quote now in. For this scenario, we are sending it to the owner for approval

Step 6 - Owner

The owner approves the job. This is linked to how an owner accepts or rejects a quote 

Step 7 - Property Manager

Once the owner accepts the quote the job is now live for the contractor and Manager

  From contractor view              

Attachments (10)

tenant-issue....png
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add-a-quote-....jpeg
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quote-to-app....png
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quote-to-app....png
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owner-approv....png
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contrcator-j....png
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