Work requests for estimates will be entered under the craft of "Professional Services". The work order number entered to request the estimate will be the same work order number used to indicate that the customer wishes to proceed with the estimate. When the initial request for an estimate is entered there is no need to provide an account number. The account number will be provided at a later time if the customer accepts the estimate.
How does this work?
1. Once the estimate has been completed, FM will enter the below information in the “Action Taken” field of the work order.
a. Cost: total labor cost, the total material cost, and the total cost.
b. Contractor Name (if applicable)
c. FM labor breakdown (if applicable)
d. A statement that reads: “This estimate is good for thirty (30) days. Any changes or modifications after the estimate is provided may change the total cost. Should you decide to move forward with the described work, please note it is your responsibility to provide an account number and state that you wish to proceed with the estimate via the SchoolDude Message Center.”
2. In order for the customer to know that the estimate has been completed, the estimator will post a message to the customer via SchoolDude. The subject line of the message will be: “Estimate Complete – Review the Action Taken Field of the Work Order and Respond via this Message Center with an account number if you wish to proceed with the described work”.
3. The work order will remain open until the customer responds via the SchoolDude Message Center accepting or declining the estimate. The SchoolDude Message Center is basically an email that is sent to you from the "SchoolDude Message Center" when the estimate is complete. The subject line of the email is referenced in number two above. When you open the email, do not hit the reply button, there will be a link within the body of the email that you can click on to provide your response to the estimate. If you decide to proceed with the estimate do not forget to provide an account number in your response.