Incomming tenant issue requiring workorder, quote and approval of quote


Step 1 – Tenant

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

Suggested solution



Step 2 – Property Manager

Issue will come in as a task and will require a workorder. This article is linked to understanding tasks and adding a workorder

Via the web add a workorder to the task


Via the mobile 



Step 3 – Property Manager

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



Step 4 – Contractor

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


Step 5 – Property Manager

Quote now in. This article is linked to approving a incoming quote

For this scenario we are sending to owner for approval




Step 6 – Owner

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

Step 7 – Property Manager

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


From contrcator view









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