6.3 Quotation Requests and Work Orders
6.3.5 Quotes and Work Orders summary screen
The Quotes and Work Orders screen in the Workbench enables you to view a summary and check and update statuses for all Quotations and Work Orders that you have across all the Blocks which you manage. To access the screen go to: Tickets -> Quotes and ...
6.3.4 Settings
There are two separate places in the system where default text can be set for use when producing Quotations and Work Orders. They cover different default text elements. 1. In the Agent Preferences screen – accessed via the 'cog' option in the top ...
6.3.3 Work Orders
When 'New Work Order' is selected, key information is set-up for the Work Order. Any of this information can be modified by the user: Introduction - This is standard introductory text (set-up for your Agent account) for the Work Order 'Work Summary' ...
6.3.2 Quotation Requests
When 'New Quotation Request' is selected, key information is set-up for the Quotation Request. Any of this information can be modified by the user: Introduction - This is standard introductory text (set-up for your Agent account) for the Quotation ...
6.3.1 Introduction
The ticket module allows for Quotation Requests and Work Orders to be produced by Blocks Online. In both cases, the system generates a PDF document which is sent from the system via email to the chosen contractor(s). Quotation Requests and Work ...