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
      • Content Manager
      • My Workspace
      • Document Library
      • Communication
      • Reports
      • Lease Intelligence
    • ANGUS ANYWHERE MOBILE
    • AXIS DOCUMENTS & INFORMATION
    • COMMON QUESTIONS
    • CONTACT US
       
          Help Section          

Estimates
 

About Estimates:

 

Tenants can request Estimates when submitting a service request via a Tenant Services Interface (TSI). Administrators can create Estimates in response to requests made via TSI, telephone or e-mail. The Property Management Office may also choose to create Estimates proactively in order to inform Tenants of unusual charges associated with their requests. Estimates can be formulated by means of pre-configured services if the work to be done corresponds to existing services that are provided for the property.

 

The main home page displays both created and approved estimates for Work Orders. Work Orders for which an estimate has been requested are displayed on the Estimates list under Tenant Request.

 

The history of Estimates is tracked and once approved, Estimate line items are automatically copied into the Work Order in the Services section. Estimates can also be printed when a Tenant wishes to provide a signature of approval on a hard-copy.

 

Last Updated: February 03, 2012