Goal
This article will help you learn how to issue quote requests for jobs in the resvu platform. Residents are able to submit requests via the portal or app and these can have multiple quote requests created and managed within them.
Before you get started
You will need to have the correct permissions set in order to manage quote requests. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select roles & permissions ➡️ Scroll down to access detail ➡️ Expand workflows and ensure that job management has full access selected.
Raising a quote request
Step 1 - Let's begin
Log in to the admin portal. From the dashboard, you will see all your resident requests. Locate the specific request which requires a quote and click on it.
Step 2 - Create quote request
Here you can see the request details. This is the information from the resident.
To create one or more quote requests click on the action button in the top-right corner of the screen, then select quote request from the dropdown menu.
This will open another tab, labelled quote requests.
From here you can begin to create your specific quote request.
Quote request properties
Here is a list of all the specific quote request fields and their intention:
Summary*: provide a brief description of the job
Priority: let contractors know the priority
Budget: let contractors know the spending expectations
Expected job date: let contractors know expected completion date
Cut off date: Internal contractor quote deadline (not shown to contractors)
Site contact*:
Secondary site contact:
Description*: add further specifications
Attachments: upload relevant files or images
Click Select Contractors, then search for the contractors you would like to invite to quote. Check the boxes next to the contractors you want to include.
You can use filters (such as contractor type) to refine your search.
Preferences
You can choose whether to let contractors see the budget or not. You can also choose to share the quote request with the committee, for discussion and voting on preferences.
Selecting save as draft will save the information you have entered so far.
Activity log
The activity log is at the bottom of the table. It is a timeline detailing all the actions that have been taken for the request, and by whom.
It is also a great way to check on or track the status of a request.
Step 3 - complete
When you have added the details and preferences that you want and you are ready to send the request to contractors, please select issue quote request to finish.
Training Videos
This video shows how to raise a stand alone quote request.
This video shows how you can raise quotes and work orders after a workflow request has been initiated by a resident