Setup
Make sure you received the link to the Service Quote sent via email. Alternatively, open your Customer Portal to locate the quote.
How to approve a service quote (on behalf of your customer)
1. Find your service quote and click View
1. Find your service quote and click View
To find your service quote, you can use the search bar in the top right hand corner of your Uptick workspace and type in your quote reference number or name of the quote
2. Click on the status and select Mark approved to change the quote status to APPROVED
2. Click on the status and select Mark approved to change the quote status to APPROVED
If you are a recipient of a service quote (e.g. you received a link to approve via an email), proceed from step 3 onwards
3. Click on the approval link to view the Service Quote and click Approve this quote.
3. Click on the approval link to view the Service Quote and click Approve this quote.
4. Provide Your Name.
4. Provide Your Name.
Authorisation reference: Optionally enter a Purchase Order or Workorder number.
Authorisation comment: Optionally enter any additional authorisation comments.
Authorisation document (PDF)
5. Click Confirm Approval.
5. Click Confirm Approval.
Once approval has been sent, any original recipients of the quote will receive a confirmation email of approval.
Only 1 document can be attached per authorisation.
How to decline a service quote
You must be the recipient of a service quote (e.g. you received an email with a link to view the service quote) in order to Decline
1. Click on the link to view the Service Quote and click Decline.
1. Click on the link to view the Service Quote and click Decline.
2. Provide: Your name and Comment.
2. Provide: Your name and Comment.
Comment: Reason for declining this service quote
3. Click Confirm Decline.
3. Click Confirm Decline.
Once a decline has been sent, any original recipients of the quote will receive a confirmation email of the decline.
Next Steps
If the quote is Approved, you can begin working through the Completion Information.
If the quote is Declined, you will need to review the comments from your customer to proceed. You may wish to revert the quote back to the Draft status to make adjustments before re-sending the customer an updated quote