Quotations for Inspection Work
AvailableTrack quotes and their acceptance so approved scope becomes work, with a traceable link back.
The operational problem it solves
Quotes go out from email or spreadsheets. When a customer accepts, the scope is retyped into a work request, and no one can trace a job back to the quote that authorized it, or the PO that came with it.
Who uses it
- Operations managers
- Estimators
- Administrators
When it is used
Used when pricing work and when the accepted scope becomes a job.
What information goes into it
- Quote number and customer
- Site and NDT method
- Quoted amount and currency
- Validity date and PO number
- Scope of work
What the user can do
- Create quotations with amount, validity, and scope
- Track status through draft, sent, accepted, rejected, and expired
- Record the customer PO number
- Convert an accepted quotation into a work request
- See conversion status on the quote
Validation and permission checks
- Quote number and customer are required
- Status changes and conversions are audited
Statuses you will see
- Draft
- Being prepared.
- Sent
- With the customer.
- Accepted
- Authorized, ready to convert.
- Rejected
- Declined.
- Expired
- Validity passed.
How information moves through this module
- 01
Input
Approved scope and records arrive
- 02
User action
Create quotations with amount, validity, and scope
- 03
Validation
Quote number and customer are required
- 04
Output
The module's recorded outcome
- 05
Next step
Handed to Work Requests
What it produces, and where it goes next
An accepted quotation with recorded scope and PO that converts into a work request.
Limitations and prerequisites
Priced line items per method or position are a planned refinement; today's quotation records the total amount and scope description.
Module questions
Synthetic preview data shown for illustration.
See Quotations in action
A demonstration uses synthetic data and walks through this module against your own company's workflow.
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