Adding a Quote
Once you have requested a quote and received it from the contractor, the next step is to add that quote to the maintenance job. You can also add a quote without needing to request a quote via Street (essentially skipping the 'request a quote step').
Note - Adding a quote is optional. You can choose to skip the 'add a quote' step and move ahead to the 'instruct a quote' step however there will no details of the quote if you choose to do this.
From the maintenance job page, click the 'Add Quote' button (or Actions > Add Quote) on the relevant contractor.
Here you can enter the amount that's been quoted and select if it's an estimate, as well as optionally upload the quote file from the contractor and choose if you want to inform the landlord/s and request approval, inform without requesting approval or not inform.
If you have set up an owner's minimum job approval amount from their maintenance preferences you will also see these preferences on the right hand side of the add quote page. You can use this to determine whether you should inform the owner or not.
Note - If you have not set an owner's maintenance approval preference, this box will not show.
Informing and Requesting Approval
If you choose to inform and request approval, an email will be sent to the landlord/s asking how they'd like to proceed, as well as an email to the tenant/s letting them know you've requested a quote.
If you have an owner's approval preference set and enter a quote amount that is below that preferences and request approval, a warning will show highlighting this however you can still proceed if you choose to.
Informing without Requesting Approval
If you inform without requesting approval, an email will be sent informing the landlord/s and tenant/s that you've requested a quote and will keep them updated on any progress.
Don't Inform
If you choose the don't inform option, the landlord/s will not be emailed however the tenant/s will still receive an email informing them that the quote has been added.
Automated Notifications
As highlighted above, depending on what option you choose, adding a quote will send an email to the landlord/s and/or the tenant/s. If you request approval from the owner, they will receive the 'quote approval owner' notification. Otherwise the notification used is 'quote created' 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 the quote has been added, the next step is for the landlord to approve / your agency to instruct the quote.
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!