What it's forTrades get everything they need in one email, and their updates, photos and invoices come straight back into the work order.
Who it's forStrata managers and maintenance coordinators.
Step by step
- Step 1: Email the work orderTick Save and email the work order to the trade when creating it, or press Email the work order on an existing one (Re-send work order after that). The trade gets the details, photos, any approved quote and their private update link.
- Step 2: Ask for a quoteOn the Quotes tab press Ask a trade for a quote, choose the trade, describe the Scope of work and press Request quote. Quotes by phone: Log a quote you got by phone with the Amount inc GST.
- Step 3: Accept a quotePress Accept, and tick Email them the go-ahead. Above the committee limit (default $5,000, set in Business rules) you must tick The strata committee approved it. Accepting declines the other quotes, assigns the trade and moves the work order to In progress.
- Step 4: The trade's linkThe link (valid 120 days) lets the trade set Booked in / attending or Work complete, add notes and photos, and upload their invoice. You can also press Get a link for the trade in the side panel to copy it.
- Step 5: Watch their updatesUpdates and photos appear on the work order's Activity and Photos & files tabs; invoices appear on Invoices for approval.
Common problems
The trade says “This link has expired”.
The work order was closed, cancelled or given to another trade, or 120 days passed. Send the work order again for a fresh link.
Can the trade submit a quote through the link?
No. Quotes come back by email or are logged by staff.
Previous and next follow the Inbox & work section.