Creating a Defect Quote

Article author
Naomi Higgins
  • Updated

This article will outline the steps required to create a defect quote in a task.

First, click on a task.

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Then, make sure you've pressed 'Play' in the top right corner and changed the status of the task if necessary.

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Selecting a quotable product on an asset

Tap on ‘Work’ tab in the row of icons along the bottom of the screen.

Tap on the asset you are servicing.

After passing/failing the asset and adding remarks, tap ‘Products’ at the top of the screen.

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Tap 'Add Product'.

You will be directed to this page where you can add products.

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When you are finished servicing assets and adding products and are ready to issue a Defect Quote, navigate to the 'Finalisation' tab bottom right

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Click on 'Create defect quote' and select the products you are wanting to be added to your quote.

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When you've added all relevant products, tap 'Submit'.  Here you can save as a draft or Create a new task from this quote.

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The list of products under 'Prepare Quote' will disappear. Tap on 'View Past' to see the quote you just submitted (you may need to pull the page down to refresh).

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Tap on the Defect Quote to view it.

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And here the Defect Quote is! Ready to be reviewed in the office and sent out.

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Use the icons along the bottom of the screen to navigate elsewhere on the task.

 

 

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