The Pending Quotes list shows all the Quote Work Orders that are awaiting action, whether it be selection or to be sent out for request. To view this list, navigate to Menu > Work Orders > Lists > Standard > Pending Quotes.

Each Work Order shows a "Due" date on which determines if the Work Order is overdue (in red text), if it is due in the next 15 minutes (in orange text) or if there is longer than 15 minutes till the Work Order is due (in green text). The User can change the number of Work Orders shown on a single page at one time to suit their preference as well as being able to “Filter” or “Export” the list to Excel. If the initial list is too large, the User will be required to “Filter” the list down before it is displayed. Clicking a <Work Order> will display the Work Order Detail page for the selected Work Order.

Note: These views are customisable and can be changed by the “Layout” function. See List Layouts for more information on customising the layouts of lists. 

Pre-Requisite: Pending Quotes Work Order List

Permissions: Can View Public Work Order Lists, Can View Portal Work Order Selection List