How to Create a Quote Request

Building Managers can easily create a Quote Request for new Jobs by going to the Jobs page or to the Buildings page.

Creating and processing Quote Requests in the Portal helps to streamline business operations, improving compliance with Building Rules and reducing human error along with any inconsistencies.

Create a New Quote Request

1. Go to the Jobs page (Wrench Icon  )

2. Click 'New Job' 



3. Or, go to the Buildings page and click 'New Job' 



4. Enter the required information:

• Building Address
• Issue Title
• Description of the Issue
• Preferred Dates for an Inspection

5. Attach images, videos or files by dragging and dropping them onto the shaded area

6. Add a Site Contact

• Select a 'Site Contact' from the drop-down menu 
• If required, make changes to the Contact Details that are visible to the Service Provider
• Or, click '+ Add Site Contact' to add a new Site Contact that isn't in the Strata Master database

7. Add a Building Contact to receive notifications 

Note: If a building contact is nominated as a Site Contact, they will automatically be added as a 'Building Contact to Receive Notifications' and will not appear as an option to select again.

8. Click 'Submit Request'

9. Click the 'Quotation Required' button under Job Type

10. If Maintenance Management is enabled for the building, select whether a Maintenance Manager is required to assist with the job.

11. Select the Time Frame and edit the Date of Commencement if required

12. Choose whether to disable the Time Out feature

13. Add GL code (optional) 

Note: When a GL code is added here it will automatically populate the row items on the uploaded invoice 

14. Click 'Next'

15. 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

Note: If the Service Provider is not within the Service Area for the Quote Request or has not set their Service Area on their Company Profile, they will not appear in the list of results. To override this, clear the selection for 'Limit results to Service Providers that work in the area the Plan Number is in'


16. Select the Minimum Number of Quotes required


Note: The Building Manager will be notified when they've reached the minimum number of Quotes from selected Service Providers

17. Click 'Create' or click 'Schedule' to send the Quote Request at a later time.

For more information, please see Use Scheduled Send for a Work or Quote Request

This will trigger an email notifying the Service Providers, Site Contacts and Building Contacts of the Quote Request. 

If the Service Provider has not yet activated their account, the Service Provider will receive an invite with a link to activate the account once the Quote Request is submitted. The Service Provider will receive the Quote Request email to the Email for R&M from the Strata Master database of the Organisation (if any).

For more information, please see Find the Building Contacts for a Job, How to Add Due Dates for Completion and Commencement of a Work Request and Minimum Quote Feature.

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