We're excited to announce the latest updates on Ticked Off.
This fortnight we have a highly anticipated update to our Quote Request process - bringing a huge refresh and improvement to the user experience for both Clients and Suppliers.
As always, we love to hear your feedback and suggestions, keep them coming!
The Ticked Off Team
New Quotes Process
The new Quotes Process is designed to simplify workflows and enhance collaboration for Super Admins, location users, and suppliers. Here’s a quick look at what’s new and what it means for you:
- Quote Visibility and Access: View Quotes easily in a pop up window accessed via the teal action bar. This user-friendly interface allows for quick interactions without leaving your current page.
- Nominate multiple Suppliers simultaneously: You can now select multiple Suppliers to nominate for a quote request to in one action. Set your quote ETA, and using the checkboxes on the intuitive “Available Suppliers” screen, select the Suppliers you require a quote from. You can still request additional quotes later if necessary
- Centralised Quote Overview: View and manage all active quotes from the same single pop-up window. This window provides a summary of each quote’s status, quick access to notes, and easy navigation to quote history.
- Notes & Tagging in Quotes: Communicate directly using our tagging functionality via the quote notes section. Keeping everything centralised and ensuring no communication is missed.
- Easy Quote Review & Decision: Quickly review, approve, or reject quotes in the Quotes Information screen with just a few clicks. Suppliers, you will receive notifications outcomes, helping to keep everyone informed and aligned.
Head to our Knowledge Base to read more on:
How to Request a Quote (Client)
Reviewing and Approving Quotes (Client)
Accepting a Quote Request (Supplier)
Supplier Review Update: When Submitting a Supplier Review, the system will now flag via a pop up screen, any important information that is missing, such as costs, photos and invoices, before the review is finalised. This will help to improve efficiency and prompt invoice processing.
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Resolved an issue where users were unable to re-assign a Work Request that had already been assigned.
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Fixed inaccuracies in supplier metrics related to invoice processing.