Work Orders Request Quotes

📩 Requesting Contractor Quotes via Work Order

You can easily obtain quotes from multiple contractors by creating a Work Order without assigning a contractor. Acquaint will guide you through sending quotation requests via email.

🛠️ Creating a Work Order for Quotations

1. From the Property screen, click the Work Order icon

2. Right-click and select New

3. Leave the Contractor field blank

4. Property details will auto-fill

5. Enter the Subject and Details of the Work Order

6. Optionally set the Status to Estimate

7. Add a Reference for your records

8. Click Save or Save & Close

📨 A prompt will appear: "Would you like to send Quotation Requests for this Work Order?" Click Yes to proceed.

✉️ Sending Quotation Requests

• The Request Quotations screen will open

• Click Add Contractor to select the contractors you wish to contact

• Optionally Preview Before Sending

• Click Send to email each contractor a PDF copy of the Work Order Quotation Request

Where the PDF is stored:

• Under Correspondence for the Work Order

• Under Correspondence for the Property

• In the Documents section of the Client Login for the landlord

🔍 Managing Quotation Requests

• Use the Unassigned Work Orders reminder on the Home Page to track incoming quotes

• While quotations are pending, the following menu options will be disabled:

  • Print Work Order

  • Send Work Order

  • Bill Received

🛑 The Request Quotations button is also available when editing an existing Work Order, but only if the user has the Work Order → Print permission.

🧾 Example Scenario

A tenant reports a leaking garage roof. The landlord requests three estimates before proceeding.

Steps:

1. Navigate to the Property

2. Click the Work Order icon

3. Right-click → New

4. Leave Contractor field empty

5. Fill in Subject, Details, and optionally set Status to Estimate

6. Add a Reference and click Save

7. When prompted, click Yes to send quotation requests

8. Add contractors, preview if needed, and click Send