Working with Blockworx Contractors - Estimates
This article is part of the Working with Blockworx Contractors section.
Find all related articles here:
If your contractor uses Blockworx, here's how to raise and work with estimates:
- Create an estimate in CPL and add the contractors you want quotes from as usual:
- Once the estimate details are filled in, click Send Quotes.
- If the Blockworx contractor is linked to their PL Account in CPL, they will receive the quote request via both the usual CPL method and in Blockworx (web and app).
- They can view and download the estimate details directly from Blockworx.
- When ready, the contractor can submit their quote via Blockworx.
- They may send comments beforehand, such as requesting more information.
- Any comments they send will appear in the Estimate Quote window for that contractor.
- If toaster popups are enabled, you will receive a New Contractor Comment notification.
To receive pop-up notifications, ensure the Disable Toaster Popups option is unchecked in your user account.- Clicking the notification opens the Comments tab in the Estimate Quote window:
- To respond, type your comment in the Comment box on the left and click Add Comment:
- Your response will appear on the right. The contractor will be alerted in Blockworx.
- Alternatively, you can open the estimate request, go to the Quotes tab, double-click the contractor’s name and open the Comments tab.
- When the contractor submits their quote via Blockworx, you’ll receive another notification.
- Clicking it will take you to the same Comments tab, confirming the quote submission:
- In the Details tab, the contractor’s quote will be automatically populated and marked as Quote Received:
- The quote will also appear in the Documents tab, where you can accept it and send any necessary emails.
- If there are multiple quotes, select the one you wish to accept.
Related Articles
Working with Blockworx Contractors - Jobs
This article is part of the Working with Blockworx Contractors section. Find all related articles here: Working with Blockworx Contractors If your contractor uses Blockworx, here’s how to raise and manage jobs: Once your estimate becomes a job, ...Working with Blockworx Contractors - Introduction
This article is part of the Working with Blockworx Contractors section. Find all related articles here: Working with Blockworx Contractors Blockworx is an all-in-one portal and app that helps contractors manage their work with property factors. When ...Working with Blockworx Contractors - Diarised Charges
This article is part of the Working with Blockworx Contractors section. Find all related articles here: Working with Blockworx Contractors Managing diarised charges with a contractor using Blockworx is now slightly different: When you run a diarised ...Working with Blockworx Contractors - Managing Blockworx Documents
This article is part of the Working with Blockworx Contractors section. Find all related articles here: Working with Blockworx Contractors Contractors linked with your company can upload and share documents related to insurance, safety, training or ...Working with Blockworx Contractors - Proposed Invoices
This article is part of the Working with Blockworx Contractors section. Find all related articles here: Working with Blockworx Contractors Contractors can submit their invoices through Blockworx. When they do, follow these steps: You’ll receive a ...