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Review the quotes before authorisation

Require a selected user group to review quotes before they are authorised, to ensure only necessary and appropriate works are approved.

Written by Rubin Muresan

Requiring quotes to be reviewed before authorisation allows a property manager or technically knowledgeable user to confirm the work required, identify discrepancies or potential overpricing, and provide feedback. This supports cost control, maintains compliance with maintenance standards, and ensures works align with the property's long-term management strategy.

Configure the setting in Unit Settings to assign a user group as reviewers by following the steps below:

  1. From the Admin area, click Unit Settings.

  2. Click Quotes and supply only.

  3. Unlock the green padlock icon.

  4. Next to Review of quotes before authorisation, click User Group.

  5. Enable the setting and select the user group responsible for reviewing quotes.

  6. Click Save.

Once enabled, quotes must be reviewed by the selected user group before they can proceed to authorisation.

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