There are times when a building manager wants to create a work or quote request in advance, but needs it to be sent to the contractor at a later date. In cases like these, they can schedule sending the request..
How to schedule sending a work or quote request:
1. Log in to SMATA.com
2. Create a new job and fill out the required fields in the form. Press Save
3. Fill out the Trade form and press create
4. Select the contractor/s needed for the job and click the drop down arrow on the right side of the "Assign Contractor" button. Click 'Schedule Send'.
5. Select the date and time that the job will be sent. Click Submit.
The job is then set to be sent to the contractor/s on the selected day and time.
Note: To edit scheduled day/time, go to the jobs detail page and select 'Edit Schedule Send'.
If you have any questions about this feature, please contact us HERE