Providing a Quote in Ticked Off

Purpose
This guide shows you how to review a quote request, prepare your quote, and submit it through Ticked Off.

1. Open the quote request
   • Log in to Ticked Off.
   • Go to the Requests page.
   • Filter by Quote Requests if needed.
   • Open the request with the Quote Required status.

2. Review the request details
   • Read the description and any notes.
   • Review the photos or documents.
   • Check the location details.
   • Confirm the scope is clear.
   If anything is unclear, contact the Ticked Off team through the request comments.

3. Prepare your quote
   • Confirm all labour, materials, travel, call out, and any other costs.
   • List each cost item clearly.
   • Review your numbers before uploading.

4. Upload your quote
   • Scroll to the Quote section of the request.
   • Click Add Quote or Upload Quote.
   • Attach your quote file. PDF format is preferred.
   • Enter the total cost in the required field.
   • Make sure the amount entered matches your attached document.

5. Provide any supporting notes
   • Add a comment explaining anything important.
   Examples:
   – Variations or options
   – Lead times
   – Special access requirements
   – Warranty details

6. Submit the quote
   • Click Submit or Save.
   • The request will move to the next status.
   • The client will review your quote and approve or decline it.

7. Wait for approval
   • Do not attend site until you receive approval.
   • You will be notified in Ticked Off and by email when a decision is made.
   • If the quote is approved, the request will update to Accepted and you can schedule attendance.

8. After approval
   • Attend the site as per normal Ticked Off processes.
   • Sign in using the QR code on arrival.
   • Complete the Supplier Review after the job.
   • Upload your invoice once the work is complete.

9. Common mistakes to avoid
   • Uploading a quote with missing totals.
   • Entering a different amount to the PDF.
   • Providing a quote without viewing supporting photos.
   • Attending before approval.
   • Not reviewing lead times before submission.

10. Need help?
    • Add a comment in the request for support.
    • Contact the Ticked Off team if the system blocks your upload or you need guidance.