Approving / Instructing a Quote
When a quote has been added it can either be approved by the landlord via their landlord app or it can be instructed by your agency via the maintenance job page.
Note - You can also choose to instruct a contractor without requesting and/or adding a quote, essentially skipping those two steps.
Landlord Approving the Quote
Regardless of whether you informed or requested approval from the landlord during the 'add a quote stage' (see here for more information), the landlord will be able to see any quotes that have been added in their Landlord App and from their app, they can approve the quote they want to proceed with.
Once a landlord has approved a quote, all other quotes will be removed and they will not be able to interact with the job via their app any more.
If a landlord approves a quote via their app, your agency will receive a branch notification and the quote status on the maintenance job page will update to 'quote instructed'.
Agency Instructing the Quote
Alternatively, your agency can manually instruct the quote from the maintenance job page by clicking the 'Instruct' button on the relevant contractor quote (for example if you have spoken to the landlord or if the landlord has pre-approved maintenance jobs under a certain amount).
If instructed, the status will then update to 'quote instructed'
Rejecting a Quote
You can also reject any other quotes via Actions > Reject.
If rejected, the status will then will then update to 'quote rejected'.
Rejecting a quote will not send any automated emails, it is just for your reference.
Note - A landlord approving a quote / your agency instructing a quote will send an email to the landlord/s and the contractor (including the contact for access details). This notification is called 'quote instructed' 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 approved/instructed, the next step is to mark the job as complete.
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