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Administration

Requesting Job or Quote in the Portal

In this demo, you'll learn how to request a Job or Quote in the portal. First, configure the email notifications. Navigate to Settings.

Step-by-step instructions

  1. Requesting Job or Quote in the Portal - step 1
    Step 1

    In this demo, you'll learn how to request a Job or Quote in the portal. First, configure the email notifications. Navigate to Settings.

  2. Requesting Job or Quote in the Portal - step 2
    Step 2

    Configure the system settings. Go to the Portal tab and add an admin email address. If left blank, all admins will receive notifications.

  3. Requesting Job or Quote in the Portal - step 3
    Step 3

    Log in to your portal. Click Request Job or Request Quote. Add a comment.

  4. Requesting Job or Quote in the Portal - step 4
    Step 4

    You can also fill in optional fields like PO number. Assets and files are optional. Click Save.

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