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The multi-offer process extends Damage handling with a quote round and owner approval. Use it for larger damage or when the expected costs exceed the property’s Kompetenzsumme (approval limit).

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Trigger

The task is created like any damage report: from email, phone, WhatsApp, portal or manually. Whether several quotes are needed is your decision in the assignment step: instead of ordering one contractor, you select several and request quotes.

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Process at a glance

  1. Damage received
  2. Request quotes
  3. Review & select quotes
  4. Owner approval
  5. Award order & send declines
  6. Tenant communication and contractor feedback
  7. Invoice & closure

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The steps in detail

1

Damage received

As in simple damage handling: confirmation email to the tenant, cost estimate, linking of the Ausstattung (equipment).
2

Request quotes

In the Mory AI suggestion card, select several contractors; the list is filtered by equipment category. mory sends the requests for quotation to all selected contractors. If a reply is missing, mory reminds the contractor after 24 hours.
3

Review & select quotes

Quotes arrive by email: mory recognises the PDF, reads the price and attaches the quote to the task. Quotes received by post are scanned and uploaded manually. The comparison shows all quotes with a recommendation from mory. You can request more quotes or continue with Trotzdem freigeben (Approve anyway), even if not all replies are in yet.
4

Owner approval

If the amount exceeds the approval limit, mory drafts an approval email to the owner with the quotes attached. If the owner does not respond, mory sends a reminder. The reply is matched to the task.
5

Award order & send declines

After approval the selected contractor receives the order email with accept and decline buttons. The unsuccessful bidders automatically receive a decline. Review the drafts before sending.
6

Tenant communication and contractor feedback

From here the case runs like simple damage handling: appointment info to the tenant, feedback from the contractor.
7

Invoice & closure

mory checks the invoice against the approved quote. Then follow the liability decision, closure approval and Archiv (archive).

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Special case: a quote was already sent

If a contractor sent a quote before the request, mory matches it to the task as soon as the reference is recognisable. It then appears directly in the quote comparison. If the reference is missing, upload the PDF manually in the task.

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Tips & pitfalls

The approval limit is stored per Liegenschaft (property): automatic approval limit and delegation limit. Without a value mory cannot decide whether owner approval is required.
  • Create contractors with the correct category under Unternehmen (companies), otherwise they are missing from the selection.
  • If the owner rejects, you decide how to proceed: request new quotes or adjust the scope.