This article explains how to share a quote request with the committee for a vote, and then convert the approved quote into a work order. It also covers how to get the work order itself approved by the committee if required, and how to give both the committee and the resident visibility of the work order.

You will need to have the correct permissions set in order to issue quotes, create work orders, and create Committee Hub topics. To check this, navigate to: Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Workflows and Committee Hub, and ensure that Quotes, Work Orders, and Topics each have full access selected.

The workflow covered in this article is:

Training Video

This video goes over how to get committee to vote on a Quote and then converting to a work order

From the original request in the Dashboard, click Actions ➡️ Quote Request and fill out the quote request details. For detailed guidance on this step, refer to the article on issuing a quote request.

How to create and issue quote requests

Once the quote request has been issued, export it as a PDF. This PDF will be attached to the Committee Hub topic so committee members can see the quote request directly from the topic.

Open the quote request and go to the Related section. Press the plus icon ➡️ Create new entity ➡️ New Topic.

(You can also create the topic directly from Committee Hub and link it back afterwards — the outcome is the same.)

Fill out the topic:

Creating a Committee Hub topic

At the bottom of the topic, click Add Vote. Fill in the question and add an option for each contractor quote — plus any other options you want (for example, "Get more quotes").

Recommended vote settings:

Press Submit. The topic is now created and linked to the quote request.

From the resident portal, the committee member navigates to Menu ➡️ Committee Hub ➡️ Topics and opens the topic. They can:

Each vote has its own discussion thread so that if multiple votes are attached to one topic, conversations are kept separate from one another.

From the admin console, open the topic to see:

The Discussion tab — where you can post comments to committee members

The Votes tab — showing the current tally and who has voted

You can set a follow-up date directly on the quote request as well as on the topic, so both the quote and the topic prompt you to check back in.

If a committee member has provided their vote outside of Resvu (for example, by email), click the three-dot menu on the Votes tab and select Vote on behalf. Upload any email correspondence as an attachment so it's on record against the topic.

All topic information, including the vote record, can be exported as a CSV file from the topic for offline records or reporting.

Once the committee has voted, go back to the quote request.

Mark the winning quote as complete in the quote request.

Click Convert to Work Order. Most of the details will copy across from the quote automatically.

Most admins update the Budget field on the work order to match the price of the approved quote (for example, $2,458). This keeps financial tracking consistent.

Choose the contractor that the committee voted for, and issue the work order.

If the work order itself needs committee approval before it is issued, follow the same topic-and-vote process used for the quote:

The topic will automatically be linked to the work order. From there you can track progress and see all associated information in one place.

Once the work order is issued, there are two ways committee members can see it.

On the work order, click Share to committee. This sends an email or push notification to committee members and makes the work order visible in their Committee Hub view.

Visibility here is based on what has been shared at the request level. In other words, anything shared at the request level will also provide visibility for the work order, so committee members who can see the parent request will be able to see the work order once it has been shared.

From the resident portal, the committee member goes to Menu ➡️ Committee Hub ➡️ Requests, opens the request, and will see a new Work Order section showing the issued work order.

If you want the resident (not just the committee) to see the work order, export the work order as a PDF and upload it to the request's activity log as a public comment.

This is useful when you want the original requester to be kept informed that the work has been scheduled.

The end-to-end workflow is: