Invite contractors by email or SMS, preview every message, adjust the reusable email template, and log quotations received outside the portal.
Quotation requests let you share the maintenance job with one or more contractors and collect structured prices before work is approved.
Send a quotation request
- Open the maintenance request and select the Quotations tab.
- Click Request at the top of the Quotations tab.
- Select the contractor you want to invite. If the contractor is missing, select Add New, enter their details, and save the record.
- Choose whether to send the request by Email or SMS.
- For email, check the recipient address and select Preview and Send. Review the subject and body, make any necessary changes, and select Submit.
- For SMS, check the mobile number and country code, review or edit the message, and select Send.
The request includes information about the job and a link to the Contractor Portal. The contractor uses the link to review the work and submit their quotation.
Invite several contractors
Repeat the request for each contractor when you need competitive prices. When responses arrive, compare scope, line items, quantities, tax, discounts, total price, and any comments—not only the final total.
Adjust the reusable email
- Open Email Templates from the main navigation.
- Find and open the Quotation Request template.
- Edit the default subject or message while keeping required placeholders and the Contractor Portal link.
- Save the template. The updated version is used for future requests.
Log a quotation received another way
If a contractor sends a quote outside the portal, open the request's Quotations tab and select Add. Choose the contractor and related records, enter the quoted items, quantities, prices, discount, tax, and description, then review and save the total.