How to Deal with an Incoming Contractor Quote

This article is linked to understanding workorders

When the contractor issues a quote using Arthur’s internal quoting functionality the property manager will be alerted to it from:

  • The Dashboard
  • An incoming message or notification

Step 1

In your Dashboard, select Quote Req. Approval

Step 2

Next, Open/View the workorder and either approve or send to owner for approval

 

 

 

Incoming message or notification

This is controlled from the automated events area. This article is linked to understanding the automation and adding an action to your automation.

Go to Settings>Your Account>Automated Events>Workorders and there is an email generated when the contractor issues a quote.

manage-auto-events

 

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