Customer Portal - PPM Quotes

Introduction

When a new PPM Quote is created and sent, the new quote can be instantly viewed, and approved via the Customer Portal.

This guide will help you to understand the PPM Quotes module within the Customer Portal, as well as Accepting / Rejecting quotes as required.

Viewing a PPM Quote

This feature is permission based so you may not have access to the following pages.

Firstly, click the PPM option at the top of your page. From here, choose PPM Quotes to view your current quotes list.

If you wish, you can use the filters and Search options at the top of the page to look for a certain quote.

Click on the PM number to view the PPM Quote Details.

The PPM Quote Details page consists of all the information relevant to the contract, such as the Customer and Site Details, Contract Start and End Dates, Contract Value, Total Invoice Billing, Total Visits, Attachments and Notes.

Any additional Attachments or Notes can be added by clicking the relevant Attach and More Detail buttons.

Approving / Rejecting a PPM Quote

Upon reviewing the details, you can Approve or Reject the PPM Quote by selecting the relevant options at the top of the page.

By clicking the Approve button, you can enter or attach further instructions before the final Approval, if you wish.

Similarly, clicking the Reject button allows you to enter the Reason for Rejection before confirming.

A notification will be received by the account who sent the Quote to you. They can then start/cancel the Contract as agreed.

Further Support

For further information or assistance on the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing accountmanager@joblogic.com.

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.