To submit an offer to the FM Portal, all you need is any email account that allows you to send emails.
Procedure
(1) Open a new email message in your email program.
Recipient: Enter the FM Portal’s email address.
Note: You can enter the FM Portal’s email address in any of the “To,” “CC,” or “BCC” fields. The FM Portal reads all fields
Tip: The FM Portal’s email address is used as the sender for automatically sent emails from the FM Portal. You can find the address in any email you’ve received from the FM Portal, such as the email informing you that a maintenance order has been assigned to you for processing.
Subject: Enter the subject of the email. Enter the barcode of the object to which the quote refers in the middle, surrounded by four hash symbols
Attachment: If you do not include the quote directly in the body of the email, attach the quote to the email, e.g., as a PDF or Word file.
Example: The object has the barcode 368586. In the subject line, enter something like: “Elevator Maintenance Quote for Elevator ##368586##”.
Tip: Your client has likely already provided you with the object’s barcode. If this is not the case, contact the client.
Email text: Enter the message here. If you are not sending the quote as an attachment, enter the quote text here. The message entered here will be displayed as a comment in the property record.
(2). Send the email.
The quote is processed in the FM Portal and automatically delivered to the client via the FM Portal.