Add New Request Feature

A Job will have two Purchase Orders or Job IDs if a new Trade or Service Provider has been added to the request. Organisation Admins can use the 'Add New Request' feature to add new Work or Quote Requests to a Job.

Add New Request

1. Go to the Jobs page (Wrench Icon )

2. Select the Job

3. Click 'Add New Request' on the Work Summary page



4. Enter the Job Requirement

5. Select whether to create a Work or Quote Request

6. Set a Price Limit for the Job

7. Select the Time Frame then click 'Next'



8. Enter the Date of Commencement (and Completion if a custom date was selected)

9. Choose whether to disable the Time Out feature

10. Click 'Next'

11. 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 Work Request, 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'

12. Click 'Create'

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

For more information, please see Update the Trade Description of a Work Request.

Organisation Admins should contact us with any further questions regarding this process.