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Facilities service providers and Suppliers
How to check received quote requests?
You will receive an email informing that a quote request was shared with you. On Infraspeak, go to the Quote requests app of the Sales group. Your ...
How to approve or decline a quote request?
Go to the Quote requests app of the Sales group. Select and find your received quote request in the New status. Double-click on the quote request yo...
How to reply to a quote request?
Go to the Quote Requests app in the Sales group. You can reply to quote requests you find in the New state or in the Approved state, if you have previo...
How to know if your quote has been approved?
Go to the Quotes of the Sales group. Click the Approved state, in the bar at the top. This will show all approved quotes, including any that you or ...
How to convert an approved quote into a sale?
Go to the Quotes app of the Sales group. Using the bar at the top, click Approved — this is where you can find the quotes that were approved by your cli...
How to know if someone has shared work orders with you?
Go to the Work orders app. The work orders are divided into 4 statuses along the top of the app. Awaiting Approval — This is where you will find the wo...