A technician has been out on site and has reported defects i.e. remarks and has failed asset or ESMs that need to be quoted on for client approval.
An article about reporting and quoting on defects via the app can be found here: Reporting and quoting on defects via the Mobile App
Creating a Defect Quote from a task
Raise a defect quote from the task where your technicians have reported failed assets by going to the Process section of the task and clicking Create Quote.
(Optional) Edit the quote details and add any other information that is needed i.e. expiry date, description, internal information or Scope of Works. note that this quote will be sent with your service invoice and report so not too much information should be needed. While the quote is in Draft status, the details can be edited by clicking Update.
Note: If any of these need to be updated, the quote must be reverted to Draft status and then click Update. Once the quote status is Actioned it can no longer be edited.
Quote Builder, this is where the magic happens. Open the Quote Builder, by clicking on the Quote Builder tab above the Works section of your quote. The default filters that show up will give you all the remarks reported via this task and that HAVE NOT been quoted on before (freshly added on the quoted task). Remove the filters if you want to see ALL unresolved remarks on the entire property that either have or have not been quoted on before.
Click Select all on this page - this will select all the remarks you have filtered and then click Add selected to quote. This will cause all remarks to pull down into your quote for you to start or check pricing. Your technicians should have already added the right product to fix this remark, but if they haven't due to not having the product in the system, you'll need to fill this cell yourself. When a product is selected for this line of the quote, the price will automatically populate (once again, if you have setup this product with the right pricing against it in the first place).
Add all the lines you need to make this quote complete, product, possible description if you would like to describe the remark in more detail, Cost (option) and sell price. Add in labour if desired.
Tip: To assist with line item management, line items can be grouped by Asset, Remark, Location or Product by clicking the corresponding button at the top of the line item listing (this will not change the line item display on the template).
(Optional) If you need to change the markups for any item, double-click the cell from the Markup column and type in the markup percentage (up to 2 decimal places). Alternatively, double-clicking the Total Markup at the bottom of the line item listing and entering a number will apply the same markup across all line items..
Move your defect quote into a Finalised status once you are happy with it and have previewed the PDF.
Go back to the task and Dispatch to Client. You'll see that because your quote is in a Finalised status, you'll be able to select the quote to be sent in the dispatch alongside your Service Report and service invoice (if your clients aren't fixed billing).
Creating a Defect Quote from a property
From the property, click Defect Quotes > Create Quote
See steps 2 to 5 of Creating a Defect Quote from a task above
Click on the status to Finalise > Submit (sends email)
Approval process
To learn about how the client that receives the quote approves it, see our guide on the approval process.
Creating a task from the approved quote
For fully approved quotes
From the defect quote, click Create task.
All the quoted items will be automatically selected. Click on Create task (and mark quote as actioned) to generate the repair task.
For partially approved quotes
From the defect quote, click Create task.
All the quoted items will be automatically selected. Select only the items that were approved and then click on Create partial task (and don't change quote status) to generate the repair task.