To issue a quote request to a contractor, choose the relevant Action this quote relates too and then click onto the “Issue to Contractor”.
A pop will then appear where you will need to fill in the relevant information and then select the option “Instruct a Contractor” and then you will need to choose the Contractors name from the “Instruct Contractor” list. You will then also be given the option to give the Contractor permission to close the Action once the work has been completed.
Once this has been completed and saved, this Action/Work request will be sent directly to the Contractor and will appear under their work to be actioned in the task list.
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