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.

Navigate to the Control Panel, open the Defect quoting tab, and enter terms in the Defect Quote template terms and conditions field.

Visibility of the products and prices depends on the selected Defect Quote template:

Refer to Document and email templates for more details on setting up document templates.

Navigate to the Control Panel > Defect Quoting and select the template in the Defect Quote default template field.

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].

Internal Notes added to a task will stay on the task as they relate to the task as a whole - they do not go on the quote, as not all internal notes are relevant to quoting.
To have notes appear during quoting, please consider adding a remark instead.

You can store an estimated duration against your products in your product catalogue. Once the product/s have been allocated to the remark, you will see the estimated duration for the job add up within the quote. You can then add a labour charge to reflect the time taken to do the work.

No, remarks can only be removed by someone at the office with access to your Uptick workpsace on the web.

Yes, if the technician/engineer selects the product under ‘Use and Charge’ and then toggles that they’ve used it, it will automatically add the product onto the invoice when one is created for the task.

On the app, if you click into the product, youcan add a note to specify the size of the battery.

The technician/engineer can select the product that is relevant for that specific asset in the product catalogue.
Improve the field experience by allocating different product types for that specific remark type; further minimising human error and saving time when selecting products to use/suggest for quote out in the field.

If a part was originally quoted and brought onto the repair task, a field user cannot overwrite it, as this was approved on the originating defect quote.
Instead, the field user can add the correct product as a Use and Charge product against the remark and mark that as performed by toggling it on.
They should leave the originally quoted item unperformed (do not toggle it on) to communicate that they did not use that product.
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No, materials in the documents tab do not automatically get sent to a client. You will need to click Send Email to Customer, select which documents you’d like to send with the quote, and submit the email.

You can set up a contact on the property and enable Requires a quote to CC this contact to receive future quotes.

On the client, you can add additional recipients for various things such as reports, invoices and defect quotes. You can find this under Client > Requirements and add recipients into the CC section.
Once added, you can simply remove any unnecessary recipients on each defect quote you send.

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.

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.

When a customer declines a quote using the link in the email they received, there’s a mandatory field (Comment) for them to complete, where they can leave a reason for the decline.

Start by creating partial repair tasks from the approved defect quote and then consolidate the tasks for invoicing purposes.

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.