Quoting for Further Work Required
When you are completing a job on the mobile app you can also log further work. This will then give you the ability to raise a quotation against the further work.
To log further work that you have found that the office might want to consider or quote for
- Firstly tap ‘Create Further Work Required’ and then enter the text & materials information to facilitate this.
- Continue to complete the ‘Labour’ and ‘Materials’ tab and finally sign off the job.
- The job will then come back in to the office with a status of ‘Needs checking’
- Click in to the visit and view the labour tab
- In the visit you will see a tab called ‘Further work’
- In the ‘Further work’ tab you see a green button below giving you the option to ‘Quote for work’
- Once you have selected ‘Further work’ your will see a note stating ‘The further work was added to Quote’ xxx (with the quote number)
- You can click on the quote number and it will take you through to the quote screen.
- The quote will pull through the ‘work required’ information from the ‘further work’ tab.
- Complete the quote Information