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Step 9: How to Send Work Orders, Quotes and Case Summaries

Send Work Orders, Quotes, or Case Summaries to contractors via the Email button in a case.

❕ Contractors do not need to have resident or building manager access to the building to make changes to cases in MYBOS

How to send a work order, quote and/or case summary to a contractor

Step by Step Walkthrough

Step 1: In your created Case, click the green Email button in the top right.

Step 2: Select relevant Due Date for the request

Step 3: Use the drop down menu to select whether you're sending a Quote, Work Order or Case Summary to the contractor. 

Step 4: Add to this document > Toggle what items you would like to share with the contractor 

Step 5: Add Contractors > Contractors share_with_contact are pre-selected based on what contractors are tied to your assets. You can also choose other/multiple contractors for the same work order/quote/case summary. 

Sending Work Orders to Contractors (edited)Click to enlarge

You can view the sent work order/quote/case summary by toggling back to the case going to Emails Sent and clicking the red pdf icon  pdf_classic

 Previewing Work Orders to Contractors + Portal

 The contractor portal allows contractors to attach quotes, invoices, pictures and documents to the case without direct access to the case itself. All changes and updates a contractor makes in their portal will reflect in the case for the building manager. 

💡 Work Orders, Quotes and Case Summaries documents are organised by colour. 

  • Work Orders are green 
  • Quotes are orange 
  • Case Summaries are blue