Go to the Quotes tab
2. Select New Quotes
3. On the work order, click on the > arrow next to Pending Quote
4. Read the work order details in the right panel
5. Click Quote +
6. Complete Quote Details
7. Add Specific materials if required
8. Upload quote attachments
9. Confirm Sub-total is correct
10. Complete your Availability Details
11. Complete any Notes you wish to add to the quote
12. Click Submit quote
This will send your quote to the property manager to seek approval from the lessor. This quote will now move into the Submitted Quotes tab in the Quotes screen of the trades portal.
You can also use the Comments function at the bottom of this page to internally message the property manager any additional or sensitive information you may not want to be noted on the official quote or work order.
Video on quotes here.
