Watch: reviewing a quotation
Swipe the screen to move between steps.
Step 1 of 4
Open the quotation
You are notified with New quotation when it is ready. On the web, select Review quotation on the ticket or under Needs your attention on your dashboard, or open Quotations in the sidebar. In the app, open the Quotations tab, or use the bar at the bottom of the ticket.
Corporate accounts find Quotations under Requests, in the sidebar and under More in the app.
What's on it
- The quotation number, its version and the Valid until date.
- Each line with its Description, Qty, Unit price and Total.
- The Subtotal, any Discount, VAT 15% on the amount after discount, and the Total.
- Notes from the office, such as terms or exclusions.
- Collected on site and Balance due, if you have already paid the technician on site.
- Download PDF: one document in English and Arabic. In the app, Download PDF saves it and Share sends it.
Make your decision
- Under Your decision, select Approve, Request revision or Reject.
- Add a note. It is optional when you approve; to ask for a revision or to reject, Tell us why (required).
- Select Approve quotation, Request revision or Reject quotation, then confirm.
What happens next
- Approve: the ticket becomes Quotation approved and the work can go ahead. The office may ask for an advance first.
- Request revision: the ticket becomes Revision requested, and the office sends a new version with your note in mind.
- Reject: the ticket becomes Quotation rejected. The office may send a new quotation, or cancel the ticket.
- Either way the office is notified, and earlier versions stay under Version history.
Tips
- Read the Notes before you approve: they say what is included and what is not.
- If only one line is the problem, ask for a revision rather than rejecting, and name the line in your note.
Frequently asked questions
- Why don't I see a quotation yet?
- The office prepares it from the technician's diagnosis and checks it first. You never see drafts; the quotation appears once it is sent to you.
- Can I change my decision after I approve?
- No. Once you decide, the decision buttons go away. Contact the office if something has changed.
- Is VAT included in the total?
- Yes. VAT at 15% is added to the subtotal after any discount, and the Total includes it.
Still stuck?
Our team can look at your request or account with you.