Request and approve a quotation before work starts

Choose quotation before work

Use this route when the instruction requires a price or formal approval before labour or materials are committed.

• Describe the proposed scope and why it is outside the expected work.
• Add photos, drawings or files that help the office understand the request.
• Enter resource estimates or quantities where the field user can do so reliably.
• Add the intended recipient details if they are known.

Send the request to the office

The field submission creates the commercial record, but the office remains responsible for checking rates, mark-up, tax treatment and the final selling value.

• Field users do not need access to internal cost, margin or mark-up information.
• The office can correct descriptions and price lines before sending the quotation.
• Keep work on hold until the required approval has been recorded.

Issue a clear quotation

Before sending, the office should make sure the recipient can understand the scope, price and supporting evidence without needing a separate explanation.

Handle approval or rejection

An approval should unlock the next stage of the same variation. A rejection should include enough context for the office and site team to understand what needs to change.

• Record the approver and decision time.
• Use a reason or comment when the quotation is rejected.
• Revise the existing quotation workflow where appropriate instead of creating an unrelated record.
• Do not treat silence as approval.

Continue and complete the approved work

Once approved, continue the original variation into work in progress and completed status. Add the actual evidence and final quantities to that same history.

• Confirm the site team can see that the quotation is approved.
• Capture changes if the completed scope differs from the quoted scope.
• Add completion photos and final quantities.
• Send the completed record through office review before billing.