Review Work Order Quotes

Approve, cancel, park, or request a resubmission of quotes for work order costs on the Awaiting Review page. Approving allows the service provider to proceed with the work order based on the quote, canceling closes the work order, parking delays review to a later time, and re-quoting sends a quote back to the service provider for adjustments.

Review individual quotes

Take action on individual work order quotes submitted for review. These steps also apply to reviewing parked quotes at Authorizations > Parked Quotes and Estimates, except you can't park a quote again.

1. Navigate to Service > Authorizations > Awaiting Review.

2. Select the work order number for the quote you want to act on.

   The Quote Detail page opens.

3. To view line items for the quote, click Show Itemized Breakdown at the top of the Quote Details table.

4. Review the quote and open the Review Action menu near the bottom of the page.

5. Select one of the following Review Action options.

   • Approve: Approves the quote and requires you to select a new Status for the work order.

   • Cancel Quote: Cancels the quote and requires you to enter a comment to indicate the reason for cancellation.

   • Park Quote: Delays the quote for review at a later time and requires you to enter a comment to indicate the reason for parking.

   • Re-Quote: Sends the quote back to the service provider for adjustments and requires you to enter a comment to indicate what changes you expect in the re-submitted quote.

6. Click Submit.

Approve quotes in bulk

Approve multiple quotes at once for a streamlined review process.

1. Navigate to Service > Authorizations > Awaiting Review.

2. Use smart table functionality to filter quotes shown.

3. Select the check box in the far left column for each quote you want to approve.

4. Click Approve.

5. Click Submit.