Set a Price Limit for a Job

Set a Price Limit for a Job

Strata managers can set a price limit on Work Requests for their buildings.

Default price limits can be set by going to the Building profile page or unique price limits can be set per job for a new job.

Providers can view the price limit on the jobs page. If a provider thinks that the estimated invoice total will exceed the set price limit, they will be prompted to submit a quote for approval before starting work.

Contents

• Default Price Limits
• Unique Price Limits
• Authorised and Work Order Cost Limits

Default Price Limits

Go to the Buildings Profile page and go to Rules.

Under Rules select Job Rules. 

Click the 'Edit' icon in the 'Price Limit' field. 

Set the price limit amount 

Add an optional note 

Finally, click Save to apply the changes.

Unique Price Limits

Go to the Jobs page (Wrench Icon ).

Click 'New Job'

Complete the New Job form

Select 'Work Request'

Note: The price limit is only visible on Work Requests. If a Quote is sent that exceeds the price limit, it can be rejected by the Strata Manager of the Job.

Enter an amount in the Price Limit box. 

Click the check box 'Share with Service Provider' before submitting the request if the price limit must be visible to the Service Provider.

Select the time frame and assign a Service Provider to the Job

Authorised and Work Order Cost Limits

The Authorised Cost Limit and Work Order Cost Limit values are displayed on the Add Trade page for the Strata Manager's reference. These values are set in Strata Master and cannot be edited in the Portal. 

Pop-up warnings will appear if the price limit entered is greater than either the Work Order Cost Limit or the Authorised Cost Limit. 

Strata Managers should contact us with any further questions regarding this process.