When a building manager wants a price before approving a job, they’ll ask you for a quote through Basementgrid. This article shows you how to submit a quote as a vendor, what the building manager sees, and what happens after you send it.
Who can do this: Vendor Managers. Vendor Technicians can’t see the quote or amount on a work order.
Before you start
Have your quotation ready as a PDF. You’ll need two things to submit:
- The quoted amount
- Your PDF quotation
Both are required. You can’t submit with only one of them.
Steps
1. Find the quote request
When a building manager asks you for a quote, you’ll get a notification. You’ll also see a Quotation card under Required Actions on your Home page. Tap it to open the work order.
2. Check the job details
Read the location, asset, description and photos so your price matches what’s being asked. If something is unclear, ask in the comments on the work order before you quote.
3. Enter your quoted amount
Type your price in the Amount field. This is the figure the building manager and council will see, so make sure it matches the total on your PDF.
4. Upload your PDF quotation
Attach your quotation as a PDF. Include your scope of work, price breakdown and any conditions, so the building manager doesn’t need to chase you for details.
5. Submit
Tap Submit Quote. The work order will show Quote Received and the building manager is notified.
What happens next
The building manager opens your quote and sees the amount and your PDF side by side. They can:
- Accept: The amount from your quote is filled into the work order automatically. Accepting counts as their digital sign-off, so there’s no need to print, sign and scan anything. The work order is then issued to you.
- Reject: The work order goes back to draft. Your rejected quote stays in the history, so there’s a clear record of what was sent. The building manager may ask you to submit a revised quote.
Don’t start work until the work order is issued to you. A submitted quote is not an instruction to proceed.
Good to know
- One work order, one vendor. You’re not competing against other vendors on the same work order. The building manager has asked you specifically.
- The amount and PDF should match. If they don’t, expect questions or a rejection.
- Quoting is free. Vendors never pay to use Basementgrid.
- Not sure you’re a Vendor Manager? Open your profile. If you see a Company details section, you are.
Related articles
Need more help? Browse all vendor articles at https://help.basementgrid.com/en/for-vendors
