Manage orders
Review and manage your orders and quotes.
By Rubin1 author12 articles
- Upload contractor parts and pricesAdd pre-agreed parts and prices for a contractor so their costs are available to use in orders.
- Complete the application as a contractorComplete your contractor application in Access Maintain to set up your account and start managing callouts, quotes, and planned maintenance.
- Action a queried order as a contractorReview and resubmit a queried order by providing a justification or adjusting the cost as required.
- Manage contractor emergency calloutsControl whether a contractor is available for emergency callouts and ensure they are assigned to the correct response tiers and rates.
- Submit an extras request as a contractorRequest an increase in costs on an approved quoted works order by submitting an extras request for customer review.
- Upload a PMV certificate as a contractorUpload a certificate of compliance after completing a PMV order to move it to the approval stage and receive payment.
- Upload a new insurance certificate as a contractorUpload and update insurance certificates, such as public liability, product liability, and safe contractor, to maintain compliance.
- Use the signature box as a contractorCapture on-site signatures using a mobile device, with GPS tracking to confirm visit location and completion.
- Enable notes email notifications for contractorsReceive email notifications whenever a note is added to one of your current orders.
- Reduce quote costsLower the cost of a queried quote before resubmitting it for management approval.
- Decline orders as a contractorExplains the difference between quotes and callouts in Access Maintain, including when contractors can decline an order and how to withdraw a callout.
- Manage supply-only orders as a contractorDispatch supply-only orders and confirm delivery dates so customers can track delivery progress.