Quotes Workflow
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Introduction
After accepting a work order, contractors can submit a quote through the work order's channel. They can do this by filling out the New Quote form. This form is tied to master data to help easily choose services and available materials, along with their costs and stocks, respectively.
Once the quote has been submitted, a copy of the quote is sent to a new channel in the Quotes section. The channel is integrated by stakeholders that can review and finally approve or reject the quote.
Multiple contractors can accept the same work order, meaning they will have to present their quotes to bid for the job. The quotes tool allows reviewing, rejecting, and accepting bids. In this manner, the rejected contractors' are taken off the workflow, while the accepted contractor continues the work orders workflow process.
Example
Submitting a Quote
From a work order's channel, after reviewing the details of the incident, Thomas sends a first quote using the New Quote form from the work order's channel.
The supervisor will be able to see the quote in the work order's channel. Additionally, the quote is sent to a new channel in the Quotes section that incorporates the company's budget manager and other stakeholders.
Approving a Quote
John, the budget manager, sees the new quote notification. To review the quote, he enters the quote's channel and will be able to approve or reject it.
All stakeholders are also in the channel, allowing them to comment and see the quote's status.