Once a Quote Request has been created there are 3 common options for next steps.

  • Mark as Closed

  • Create a Work Order

Manage Quote Requests

Note: At any stage you wish to make edits or add notes, this can be done for the Quote Request, this can also be done for Work Orders and Maintenance Requests

Mark as Closed

Once the Quote Request has been complete, go to Requests > Quote Requests > Click the 3Dots > select Mark Closed. This will close the Quote Request and move it to the Closed Tab

Create a Work Order

To Create a Work Order from a Quote Request go to Requests > Quote Requests > click 3 Dots > click To new Work Order

When the work order has been created it can then be edited and updated. An Article on how to do this is located here.

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