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Record a quote and the landlord decision

A valid quote must be received before landlord approval can be recorded and work can progress to scheduling.

Reviewed 26 October 20262 minute readProperty Management Flow

Where to start
Admin Area → Property Management Flow → Workflow Control → Manage

Before you begin

A valid quote must be received before landlord approval can be recorded and work can progress to scheduling.

Follow these steps

  1. Open the allocated or awaiting-quote work order.
  2. Enter a non-negative quoted amount and choose Record quote.
  3. Check the stage is Awaiting landlord approval.
  4. Have the linked landlord use Quote approvals, or record the authorised decision with the staff Approve or Reject / requote action.
  5. After rejection, obtain a revised quote; after approval, continue to appointment or starting work.

Check the result

The saved amount, quote status, decision and workflow stage agree with the authorised decision.

If something does not look right

A quote cannot be changed freely after approval. Use the allowed stage actions. Do not record approval without the underlying landlord authorisation.

Questions and answers

What happens when the landlord rejects?

The order returns to awaiting quote with a rejected quote status.

Can a landlord approve any property?

Only an active linked landlord with the approvals policy can decide on a work order awaiting their decision.

Is a zero-value quote allowed?

The code accepts a valid non-negative amount, including zero. Confirm that accurately represents the agreed work.

Related technical reference: Britixo's detailed product guide (opens in a new tab). The screens available to you depend on your configured modules, company and permissions.

Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.

Plan the right route

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UK Property software
by Britixo
Proplix · One Britixo account One account for Proplix and Britixo services Use your Britixo account to manage your companies, services, billing and support. Product access depends on your approved services. Try Proplix free for 14 days · No billing details required · No obligation · Secure email and WhatsApp activation.
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