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.
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.
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
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
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.
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.
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.