As a contractor you can view and respond to quotes from your client in the Contractor portal
This article is for FMI Works users who have been given access to the Contractor portal
This is an optional feature that may or may not be activated by your organisation
Where to start
Your client may choose to use FMI Works to manage quotes for work. If your client elects to do so, you may receive a request to quote in the Contractor portal.
You will receive an email notification of a request to quote. These will also show in the status bar on the Contractor portal home screen.
Select Quotes from the main menu.
Submitting or declining a quote
As the contractor, you can either submit or decline a quote request sent to you.
To decline a quote, select Decline. A reason may be provided if desired; this is optional.
To submit a quote, select Submit Quote.
Select Work Order Detail to review the job. If you need further information, you can ask a question using the Add Log Entry section.
Upload your quote using the Upload Document section, and ensure all details have been completed before selecting Upload & Submit.
Tracking quote progress and outcomes
To see the outcome of a quote, go to All Quotes. The Outcome column will indicate whether a quote has been Accepted, Unsuccessful, or is still Pending. You will also receive an email indicating if your business has been accepted or has been unsuccessful
