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- Work Order Management
How do I create a linked quote?
Adding quotes for additional work to an ongoing work order
- Head to the work order and select create linked quote in the blue actions bar
- Once you click this, a form will open where you can select a link type and add in the details for the linked quote
- The location, asset group and request type will autopopulate on this form
- Once the quote has been created, you can access it from the dashboard, which shows all the quotes currently awaiting feedback
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