Request types
Every project in TAYO.pro is one of these four types. Two arrive from elsewhere, two you create yourself.
Step by step: Print the work order.
What arrives from the property manager
Section titled “What arrives from the property manager”Work order — the property manager is ordering the work. It is approved, you can go ahead. You invoice at the end.
Quote request — the property manager wants the price first. You send a quote, and the work only starts once it is accepted.
What you create yourself
Section titled “What you create yourself”Spontaneous quote — you propose work nobody asked for. For example, you are on site for a leak and notice a radiator that needs replacing.
Spontaneous invoice — you invoice directly, with no work order behind it. For a small job, a call-out, a client who knows you.
Both also work for clients who are not on Tayo: see Working with clients outside Tayo.
A useful shortcut
Section titled “A useful shortcut”From an existing project you can create a pre-filled spontaneous quote or invoice with the same client and site. You re-enter neither the address nor the contact.
A new order is created; the old one is untouched.