You can allow contractors to raise quote requests directly from callout orders by updating settings in Access Maintain. This is helpful when a contractor visits a site and additional work or pricing is required before the original job can be completed.
Any quotes raised from a callout will remain linked to the original order for easy tracking.
To enable contractors to raise quotes from callouts:
From the Admin area, click Contractor Settings.
Unlock the green padlock
icon.Update the following settings as required:
Allow contractor to submit quotes from callout orders?
Enable this if you want contractors to raise a quote and submit costs for authorisation directly from a callout order.Allow contractor to submit quote request only from callout orders?
Enable this if contractors should submit quote requests for review, which can then be released for pricing.
Click Save.
📌 Note: Once enabled, when a contractor or user logs a visit and selects No to Job completed?, the system will offer options to mark the job as re-visit required or raise a quotation. If a quote is raised, the system redirects to the quote request, and the original callout remains visible under Linked Orders.