The Contractor Guide - Financial Button Update

RAVE is designed to help you save time on your jobs by providing quick access to projects and documentation and to help you complete your work with fewer headaches.  

You can easily access all of your active quote requests via the ‘Builds Quote Requests’ section of your RAVE Home Screen/Dashboard (to the top left of your Home screen), and also via the Financial Button - to the top right of your screen.

Viewing, creating, and Declining a Quote Request  

‍You can access a quote request by clicking on the Quote Request number, or clicking the 3 dot dropdown to the right.  From here, you can easily add a quote, or decline the quote request.

The two ways to Submit a Quote Request through RAVE

Submitting a Quote via a Quote Request‍

Firstly, you can create a quote, from the opened quote request, by clicking the ‘Add a Quote’ button.  You can fill in all the fields that are not greyed out, add inline items with costings if you want to, and attach documentation as required.

Steps to Create a Quote via a Quote Request

1. To create a quote, you must have a reference number or name/description for the quote - this is auto-populated by RAVE, but can be anything you like. If you are using your own external pricing system that generates a quote number, you can type this into the quote reference field.
   • The building company's name will already be loaded, and this field is greyed out.
   • The project number is also greyed out, as this is auto-selected when the quote request is sent to you.
2. You need to choose how long your quote is valid.  If there is no expiry you can select ‘No Due date’.
3. Decide if your pricing is to include or exclude GST.
4. Add any required attachments i.e. a pdf version of your quote, or plans you’re submitting back to the building company.  
5. The scope of works box is for you to type in a brief description of the works being quoted.
6. Add any inclusions or exclusions.
7. To add the pricing
   • Firstly click on ‘Add a line item’.
   • Then type a brief description of the line item into the description box
   • Select an appropriate unit of measure
   • Add your quantity
   • Your price and GST
   • Then click Save.
8. Once you are happy with your quote, click the ‘Send’ button to send it off.
   
   NOTE: You can add as many line items as you need, or add just one line item for the entire price.

An email notification will be sent to the building company/builder to let them know you have submitted your price. They can then choose to accept this or correspond back with you for further details.

Once you submit your quote, the quote request status will change to Quoted - as you await acceptance.

If the building company accepts the quote the status will change to Accepted and they will be in touch with further details. Until it has been accepted, you can resubmit your quote by clicking on the 'edit quote' button.

Submitting a Quote via the Project’s Tender Folder

If you choose not to submit a price via the Rave Quote Request system, you can just upload your own tender/quote submission directly into the Tender folder of the project’s Files sub-tab.  

Steps to add a Quote via the Project’s Tender Folder

• Click on the Project ID/Job Number to open the job

• Click on the Files sub tab (to the top left of the page)
• Click the Tender folder – this will scroll you down to the Tender folder section
• Click on the cloud icon within the Tender folder – this will open up your device's file browser, allowing you to select the relevant files to load.

NOTE: Any documents that you load into the Tender folder are only viewable by your business, the building company staff, and the site manager.

You can load as many documents here as you need to.  An email notification will be sent to the building company/builder to let them know you have submitted a tender document(s). They can then choose to accept this or correspond back with you for further details.

Declining a Quote Request You can decline a Quote Request, by clicking on the 3 dot dropdown, then Decline. Type a message into the Decline Quote Request pop-up, then clicking the ‘Decline Quote Request’ button. This will notify the building company/builder via email that you do not wish to submit a price and the quote request will move to the ‘Closed’ status.

Quote Sub-tab

To view Quotes you have submitted, you can now click on the Quotes sub-tab. This will display your Quote Reference and the Clients Job Name (both with clickable links) along with the Client, their Quote Request Number, the status of the quote and the quote total. At the bottom of the screen, you will notice a total dollar value of all the Quotes you have sent. This new sub-tab has been created to help Contractors easily keep track of quotes they have sent and the status of their quotes.

Purchase Orders

When a building company/builder sends you a Purchase Order with RAVE, you will receive a PDF and a CSV file via email.  You can also view your Purchase Orders from your RAVE Financial screen via the Financial button (to the top right of your page), and then click on the Purchase Orders tab to the top left of your Financial screen.

Here you can view your list of purchase orders, each displaying project information, requested date, delivery date, and pricing.

You have the ability to filter your list of purchase orders by Received Purchase Orders, Cancelled, or All.  If the sender cancels the purchase order you will receive an email with a note explaining why.

You can access a purchase order by clicking on the Purchase Order number.  

You can also print a copy of the purchase order, by clicking on the 'print' button on the right.

NOTE:  If the purchase order has dashes in the pricing fields, it’s because the sender has chosen to hide this information.

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