In WorkBook a Price Quote approval process can be set up and is automated and done electronically. If your company has a price quote approval process in place, follow the steps below.
ON THIS PAGE YOU WILL FIND: |
|---|
INTERNAL APPROVAL
When you are ready to submit your estimate for approval, go to the estimate status and change it to “for approval”
This will send the estimate to the relevant person/s for approval
Once the estimate has been through the approval process, the status of the estimate will change to “approved internally”
Only when the estimate status says “approved internally” should you send the estimate to the client
EXTERNAL APPROVAL
CLIENT APPROVES ESTIMATE
Once the client has approved the estimate, change the estimate status to “approved externally”
CLIENT DOES NOT APPROVE ESTIMATE
If the client does not approve the estimate and the job does not progress any further, change the estimate status to “cancelled”
Then change the job status to “ready for closing”
