Share Quotes With Committee Members and Contacts

After a Service Provider has uploaded a Quote to the Portal, Building Managers can share the Quotes directly from the Work Request with Committee Members and other contacts for review and approval. 

Since this capability is integrated with the Portal, it can help Building Managers to save time and stay organized, especially if they are working on many different Jobs.

Share Quotes 

1. Go to the Jobs page (Wrench Icon  )

2. Select the Job

3. On the Work Summary page, click the drop-down arrow beside the 'Quote' button



4. Select 'Share via Email'

The Quote will be attached to an email that Building Managers can easily send for review. 

For more information, please see Update the Job Description for an Approved Quote.

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