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Maintenance - Adding and uploading a quotation

Updated over 7 months ago

1. Adding a quotation figure

  1. Go to Lettings Properties > Maintenance

  2. Locate the relevant maintenance report

  3. Click on the edit pencil icon

  4. Locate and populate the Estimated amount field

  5. Click Update

2. Uploading a quotation file

  1. Go to Lettings Properties > Maintenance

  2. Locate the relevant maintenance report

  3. Click on the maintenance notes icon - the clipboard icon located just to the left of the property address

  4. In the table at the top of the page, locate the Upload quotation column

  5. Click on the upload icon within this column and use the Add files and Start upload buttons to upload a copy of the quotation

3. Viewing uploaded quotations

  1. Go to Lettings Properties > Maintenance

  2. Locate the relevant maintenance report

  3. Click on the maintenance notes icon - the clipboard icon located just to the left of the property address

  4. At the top of the page, click on View uploaded quotations

  5. Users will be redirected to the Quotations folder in View uploaded files which lists all uploaded quotation documents for this property

  6. To open any of the files, click on the filename

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