How to approve a quote

When a service provider receives a work order and estimates the cost of the work will exceed any Not-to-Exceed amount on the work order, they can submit a quote for approval to increase the NTE amount.

When this quote is submitted, you (or the people at your company who are responsible for approving quotes) will receive a notification requesting your approval on the quote.

Quotes can be viewed and either approved or denied via the Quotes tab on the Work Order detail page by clicking Approve or Decline. Approval of the quote will automatically increase the NTE amount on the work order to match the quote total.