Axis Portal  
 


Help Section
3501 Jamboree Rd., Suite 100
Newport Beach, CA 92660
http://help.axisportal.com/
 
Table of Contents
  • Home
    • CONTROL PANEL
      • Work Order
        • Property Inspection Checklists
        • Dashboard
        • Messages
        • Tenant Requests
          • Setting Up Tenant Requests
          • Using Tenant Requests
            • Tenant Request Lists
            • Adding a TR Work Order
            • Finding TR Work Orders
            • Updating TR Work Orders
            • The Workflow Tab
            • Schedule Tab
            • The Messages Tab
            • Updating Work Orders By Email
            • Estimates
              • Creating Estimates
              • Approving Estimates
              • Rejecting Estimates
              • Cancelling Estimates
              • Printing Estimates
            • Recurring Schedules
            • Messages
            • Billing Verification
        • Preventive Maintenance
        • Visitor Security
        • COI (Certificate of Insurance)
        • Property Inspections
        • Surveys
        • Search
      • Setup
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    • COMMON QUESTIONS
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          Help Section          

Cancelling Estimates
 

1.       Click Control Panel > Work Order > Tenant Requests > Estimates.

 

 

2.       Locate the work order estimate to cancel from the list, then open the work order by either double-clicking on the row, or clicking on the work order ID number.

 

 

3.       Click the View Estimate tab, then on Click here to view the Estimate. The estimate is displayed.

 

 

4.       At the Estimate screen, click Cancel Estimate. A window will popup where you can enter any cancellation notes.

 

 

5.       Click Submit. The estimate has now been rejected. This does not affect the Work Order creation process in any way. A link to the cancelled estimate will be displayed under the View Estimate tab.

 

 

Last Updated: September 05, 2018