Commenting on Quote Requests

When a quote is received, users can comment on the quote. These comments are then sent as a notification to the technician and the technician can view the comment and respond by adding a comment. In addition, if you have Customer Portal, your customers will also see comments on any quotes they request.

TIP: Sign up to receive the notification: a quote is commented on. This can be done by going to My Profile within HQ and selecting Notification Settings. Then you will receive notifications on comments made on a quote. Click here to learn more about notifications.

For HQ users:

Go to the specific Quote Request details page> on the right side select “Add Comment”> type your comment> Save 

For Technicians:

When a comment is added, a notification will then be sent to the technician's tablet. The technician can choose to [Ignore] or [View] the comment.

Once the technician selects [View] it will take them to the Notifications screen within their WIP. Once there, click on [Comment on Quote] to view:

The Service app will then display the details of the Quote Request, including all comments. Here the technician can reply to any comments and add more comments by pressing the + button within the Comments card: