Use Scheduled Send for a Work or Quote Request

If you're a Strata Manager, you can use the Scheduled Send feature to send a Work or Quote Request  to a Service Provider at a later date.

Scheduled Send is helpful when jobs need to be prioritised - a less urgent work order or quote request can be scheduled to send at a later date.

Contents

• Use Scheduled Send for a Work or Quote Request
• Change the Scheduled Send Date and Time 

Use Scheduled Send for a Work or Quote Request

1. Go to the Jobs page Wrench Icon  

2. Click 'New Job' 

3. Fill out the New Job form then click 'Submit Request' 

4. Fill out the Trade form then click 'Next'



5. Select a preferred Service Provider:

• Search by entering a Trade in the Trade Search Bar and choosing from a list of Service Providers that meet the criteria
• Or, search by entering the Name of a Service Provider in the Contractor Search Bar

6. Click the 'Schedule' tab

7. Select the Date and Time to send the Work or Quote Request

8. Click 'Schedule'

The Work or Quote Request will be sent to the Service Provider on the selected date and time.

Change the Scheduled Send Date and Time

1. Click the 'Edit Schedule Send' button on the Work Summary page 



2. Select a new Date or Time 

3. Click 'Submit'

A Strata Manager  can decide that the Work or Quote Request should be sent immediately rather than scheduled. Selecting 'Send Now' will remove the scheduled date and time and send the request to the Service Provider.

For more information, please see How to Update a Work or Quote Request.

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