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Adding a Contractor and Requesting a Quote for a Maintenance Job
Adding a Contractor and Requesting a Quote for a Maintenance Job

How to add a contractor to a maintenance job and request a quote

Elliot Palmer avatar
Written by Elliot Palmer
Updated over 9 months ago

Adding a Contractor

Once you've created a maintenance job, the next step is to add a contractor.

From the maintenance job page, click the 'Add Contractor' button. On the 'Add Contractor' page you can search for an existing contractor in your network and select them or click 'Create a Contractor' if you need to setup a new one.

Adding Multiple Contractors

You can add multiple contractors from the job page by clicking the 'Add another Contractor' button (which will show after the first contractor has been added). This is useful for situations where you would be requesting a quote from more than contractor.

Requesting a Quote

Note - Requesting a quote is optional. If you have already received a quote from a contractor, you can skip the 'request a quote' step and move ahead to the 'add a quote' step.

You can request a quote from a contractor at two different stages.

The first option is when you've selected the contractor, you can request a quote immediately by toggling on the 'request a quote from contractor name' toggle. This will send an automated works order email to the contractor with the relevant details.

Alternatively, you can leave this toggle unchecked (simply adding the contractor details and clicking save) and request a quote on the job page, once the contractor has been saved, by clicking Actions > Request Quote.

Note - Regardless of when you request a quote, doing so will send an automated works order email to the contractor with the relevant job details, including the details of who to contact for access, as setup when creating the maintenance job. This notification is called 'quote requested' which can be toggled on/off and the content of the notification can also be edited.


For more information on managing this notification, see this help article. If you want to manage this for a specific property, see this help article.

Once you've requested a quote, the next step is to add the quote to the maintenance job.

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