Defect Quote approval
When your Defect is sent via email, your client will receive a link where it can be approved or declined.
The Client receives your email with a link to the Defect Quote.
When the link is clicked, the Defect Quote will be displayed for the client to review. From this page there are buttons for approving/rejecting the quote and downloading a copy.
To approve the quote, the client clicks Approve this quote, fills out their details and then clicks Approve Quote.
Creating a task from the approved Defect Quote
From an approved quote, click Create Task
On the next page all the line items from the defect quote will be selected. If the quote is approved in full, click Create Task (and mark quote as actioned). For partially approved quotes, see our help article here.
You'll be taken to the newly created repair task.
