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General
What is the difference between a defect quote and a service quote?
What is the difference between a defect quote and a service quote?
Defect quotes are created when an inspection of existing property identifies remarks/defects. In comparison, service quotes are typically used for maintenance proposals or once-off work for new clients.
How to automatically apply terms and conditions to all defect quotes?
How to automatically apply terms and conditions to all defect quotes?
Navigate to the Control Panel, open the Defect quoting tab, and enter terms in the Defect Quote template terms and conditions field.
Is it necessary to display every product and price on the defect quote?
Is it necessary to display every product and price on the defect quote?
Visibility of the products and prices depends on the selected Defect Quote template:
Itemised w/ Prices: Displays the remarks and associated products with price and quantity.
Itemised w/ Qty: Displays the remarks and associated products with prices, but without quantities.
Description: Contains the information about remarks and the total price of the quote.
Refer to Document and email templates for more details on setting up document templates.
Where to set up a default template for Defect Quotes?
Where to set up a default template for Defect Quotes?
Navigate to the Control Panel > Defect Quoting and select the template in the Defect Quote default template field.
Why are suggested products missing from the Quote Builder?
Why are suggested products missing from the Quote Builder?
Suggested products from field users may be missing if the asset was not supposed to be serviced (not part of the service tasks). When creating a defect quote from a task, the Source filter in the Quote Builder defaults to Active remarks attached to assets serviced on task [ID]. To view all remarks and suggested products linked to the task, regardless of whether the assets were listed in the service tasks, change the filter to Active remarks added on task [ID].
Approval process
How to manually approve or decline a defect quote?
How to manually approve or decline a defect quote?
View the defect quote in either the Finalised or Submitted status, click the dropdown next to the status, then select Mark approved or Mark declined.
What happens if I receive approval via email or phone call?
What happens if I receive approval via email or phone call?
Click the approval link to approve the defect quote on behalf of the client, or select Mark as approved in the status dropdown for the Finalised or Submitted defect quotes.
Creating a repair task
How to create multiple repair tasks from a single approved defect quote while providing one invoice for all works?
How to create multiple repair tasks from a single approved defect quote while providing one invoice for all works?
Start by creating partial repair tasks from the approved defect quote and then consolidate the tasks for invoicing purposes.
Why is the 'Create Task' button missing on an approved defect quote?
Why is the 'Create Task' button missing on an approved defect quote?
The Create Task button will not appear on an approved defect quote if the associated property is inactive. An inactive property indicates the site is no longer being serviced, preventing tasks from being created for work that may not be billable or approved by the client.