Organisation Admins can download a PDF of any Work or Quote Request in the Portal. This is a good option for those who need a hard copy of a Work or Quote Request for their records.
Because the PDF is interactive, clicking any of the coloured headings will link to the
Work Summary page where the Organisation Admin or Service Provider can complete the action.
Download a PDF of a Work or Quote Request
1. Go to the Jobs page (Wrench Icon )
2. Select the Job
3. On the Work Summary page, click QR if it's a Quote Request
4. Or, click WO if it's a Work Request
5. Click the 'Save' button
6. Open the PDF
The PDF will show important information about the Job such as:
- Service Provider Details
- Strata Management Company
- Strata Manager Details
- Access Contacts, including the Lot and Unit of the Building
- Invoice Details
- Jobs Address
- Job Details
Note: If an Organisation Admin clicks the 'Decline' link, they will decline the Job on behalf of the Service Provider.
If it's a Work Request, there will be buttons for Schedule Inspection, Schedule Work, Add Invoice, Awaiting Materials, Awaiting Site Contact, Message Strata Manager or Decline Job.
If it's a Quote Request, there will be buttons for Schedule Inspection, Attach Quote, Message Strata Manager or Decline Job.
Organisation Admins can download files or images attached to the request by clicking the
'View Attachments' link under Job Details.
Organisation Admins may decide to print a copy for purposes of documentation.
Note: If the Strata Organisation indicates in Strata Master that they have Limited Liability under the Professional Standards Scheme then “Liability limited by a scheme approved under Professional Standards Legislation” will be displayed on all Work Order and Quote Request PDFs.
For more information, please see How to Share Quotes.
Organisation Admins should contact us with any further questions regarding this process.
Comments
0 comments
Please sign in to leave a comment.