The Quote Requests page lists every quote request you have been invited to or joined, so you can see what needs your attention next.
Where to find it
In the left navigation, under Overview, click Quote Requests.
Tabs
Active: quote requests that still need something from you or a decision from the property manager.
Awarded: jobs awarded to you.
Archived: quote requests that were cancelled, lost, expired or declined.
All: everything in one list.
Each tab shows how many quote requests it holds.
Filtering by status
On the Active and Archived tabs, tick or untick statuses to filter the list:
Response required: you haven't accepted or declined the quote request yet.
Submit a quote: you accepted the quote request but haven't submitted a quote.
Awaiting PM decision: you submitted a quote and the property manager hasn't awarded the job yet.
Unopened: quote requests you haven't opened yet.
Declined by you: you declined the quote request.
Expired: the quote deadline passed.
Job lost: the property manager awarded the job to another vendor.
Cancelled by PM: the property manager cancelled the quote request.
On the Active tab, tick All active requests to select every status at once.
On the All tab, you can filter by the active statuses, Awarded and Archived.
Sorting and searching
Next to Sort by:, choose Quote deadline, Received date or Start date.
Type in Search to find a quote request by name or location. Searching switches you to the All tab.
On a quote request page
Print to PDF: opens your browser's print window so you can print the quote request or save it as a PDF.
Download All: under Attachments on the Job details tab, downloads all the property manager's attachments in one zip file.
Once you accept a quote request, you also see the Contacts and Updates tabs.
Contacts tab
Book a site visit: who to contact to arrange a site visit, the property addresses, and any Additional instructions.
Other inquiries: other contacts the property manager added to support your work.
Each contact shows their Email and Phone when available. If the property manager marked a preferred method of contact, please use it. To message the property manager who created the quote request, click Message, write your message and click Send message. Click View message to see it in your Inbox.
Updates tab
The Activity log shows what has happened on the quote request. When the property manager posts an announcement, it appears here with the full message.
Alerts you may see
Job canceled: the property manager cancelled the job and it is no longer available. If they gave a reason, it shows under Cancel reason.
If the property manager changes the pricing table after you submit, you see The property manager has made changes to the pricing table. Please submit a new quote that includes the changes. Click Edit quote to update and resubmit your quote.
Quote deadline passed: you can no longer respond to the quote request.
Job lost: the property manager awarded the job to another vendor.