[Admin] Accepted Inspector

Reviewing pricing and items breakdown after closing the job

Customer_Success avatar
Written by Customer_Success
Updated over a week ago
πŸ§‘β€πŸ’» Admin Feature

Once the proposal is accepted, you and your team need access to all details associated with the job.

Accepted Inspector is that exact summary sheet providing you with all gathered information about the job. Accepted Inspector is sharable so you can send it over to other colleagues in one of the two versions:

1. Accepted Inspector [Admin] -- with all the pricing breakdown

2. Accepted Inspector [Consultant] -- without any pricing breakdown (read more here)
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Where is it?

  1. From App >> Home screen

  2. Find any accepted proposal.

  3. Open its Proposal History.

  4. Under Inspect Proposal click the blue button with the accepted Proposal name [e.g. 'Best'].

NOTE: Alternatively access by clicking on any accepted proposal and then the 'Inspector' button.

How does it work?

Accepted Inspector has 8 main sections:

1.

2.

3.

4.

5.

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8.

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