You have the ability to accept a quote on behalf of the owner.
STEP 1: Once you clicked on the 'Accept' button, you'll be directed to a screen where you'll be able to see the quoted amount. You are also required to add a note.
Change Job Payer - You have the ability to change the payer which by default will be the agency trust account if the owner is not directly paying for the job.
Initial Payment - In a case wherein the job involves a large amount or the trade requires a deposit and the owner will be paying direct, you can add the amount of the initial deposit.
STEP 2: Once done, click the 'Accept' Button to proceed.
Notes that have been added to the quote will appear in the 'Note' section of the Job.
Activity log & Time stamp records will also be visible in the 'Activity' section.
Emails that were sent out to the trade are also visible in the 'Emails' section.