Overview

In Facilio, the Quote module plays a crucial role by providing estimates and pricing information for services and supplies required to keep a facility running smoothly. When a client or tenant submits a service request that requires detailed planning, resource allocation, and scheduling—such as for complex repairs or maintenance tasks—you can efficiently convert this request into a structured, formal work order. This transformation facilitates systematic management of the user-initiated request.

You can also specify a vendor to provide quotes for the requested services, ensuring that all necessary resources are accounted for. The next step involves the vendor generating a detailed quote in response to the work order. This quote includes a comprehensive breakdown of the costs associated with the required goods and services. Once the quote is prepared, it is shared with you for review to ensure accuracy and completeness before it is sent to the client or tenant.

In cases where the vendor is not integrated with the Facilio application, you have the option to create and send the quote directly to the client or tenant. This streamlined process ensures efficient communication and accurate cost estimation.

Overall, the Quote module provides a structured and documented approach to acquiring goods or services, ensuring that both parties are on the same page regarding the price and terms of the agreement. This process enhances transparency, efficiency, and satisfaction for both service providers and clients.