Estimate Work Requests

Work requests for estimates will be entered under the craft of "Professional Services". Once the estimate has been completed and the information sent to the customer, the work order will be closed. A second work order should be entered by the customer to proceed with the work. The customer should reference the original estimate work order number, the job description, the cost, the contractor if applicable, and provide a chargeable account number.

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)

i. Building Services labor hours and charge

ii. Landscape Maintenance Services labor hours and charge

iii. Maintenance Services labor hours and charge

d. A statement that reads: “This estimate is good for thirty (30) days. If you wish to proceed, it is your responsibility to submit another work order with a chargeable account number. The new work order should reference the estimate information provided such as job description, cost, contractor name, estimate work order number, etc. This work order will be closed.”


2. In order for the customer to know that the estimate has been completed, Facilities Management will post a message to the customer via SchoolDude. The subject line of the message will read: “Estimate Complete” with the following information in the body of the email: “Review the Action Taken Field box and submit another work order with a chargeable account number if you wish to proceed with the described work”.

 

3. The work order will be closed once the estimate information has been sent to the customer. The customer will have to submit another work order with a chargeable account number if they decide to proceed with the work. They should reference the original estimate work order number; job description; cost; contractor name, etc. If more than one craft is involved, the customer should create separate work orders with the necessary information.