Project Manager FAQs

Can I send a quotation to multiple suppliers?
You can send quotations out to multiple suppliers easily by selecting all the suppliers you would like to contact in the cost screen. We have a detailed...
Thu, 14 Nov, 2019 at 1:22 PM
Why are completed jobs not appearing in the charging batch?
If completed jobs aren't appearing in your charging batch, check the Problem Job List on the Charging screen. The job may be missing some information th...
Wed, 8 Jun, 2022 at 11:41 AM
Suppliers can't see a quote request
There could be a couple of reasons for this 1. The quote has closed or expired.  Every quote has an expiry deadline that you set when you email t...
Wed, 8 Jun, 2022 at 11:41 AM
How do I make the total cost of a job visible to a client?
You can allow a client to view the total cost of a job Go to the Costs tab within a job. In the "Total for all approved costs" box, click on &...
Fri, 24 Jun, 2022 at 5:03 PM
What is the markup value?
This is an additional charge on top of the supplier cost. This could be used to cover the team’s management time, as an example. Client estimate = Suppl...
Fri, 16 Jun, 2023 at 1:54 PM
See history of a supplier accepting a PO or submitting an invoice?
How do I see the history of a supplier accepting a purchase order or submitting an invoice? Firstly, click onto the job you want, go to the costs tab a...
Tue, 23 Apr, 2024 at 5:53 PM