Admin only Quotations is not open to your role

Quoting sets the firm's price and names the client who asked for it — both are held to Admin and Super Admin. A quote reaches you as an order once it is accepted and assigned. ← Back to My Orders

Quotations {{openQuoteLabel}}

Fee basis · {{lookbackLabel}} · {{corpusLabel}}

Pipeline {{pipelineCountLabel}}

Prior work

Broker standing

Estimates converted {{sel.convLabel}} {{sel.convDetail}}

Score {{sel.scoreLabel}}

Broker standing {{sel.excludedLabel}}

Suggested fee

Confidence {{sel.grade}}

Matched jobs — last {{lookbackMonthsLabel}} {{sel.compCountLabel}}

When Property Source EMV range Add-ons Outcome Fee

No jobs inside the window match even on report type alone. Price this manually — the engine will learn from what you enter.

Quoted fee

Your fee

Why — the engine weights this next time

Matching inputs

Order source {{sel.source}}

Report type {{sel.reportType}}

EMV {{sel.emvSourceLabel}}

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Added services — toggling re-runs the match

Property history

{{h.kind}} · {{h.ref}} {{h.fee}}

No prior quote or order on this address. First time through the file.

Quote actions

Broker standings

Ranked on estimates converted, volume and recency

{{lookbackLabel}} · brokers only

# Broker Tier Converted EMVs Orders Never ord. Billed Score

Conversion carries 45 of 100 points, recent volume 25, lifetime depth 15, recency of last order 15. Banks, AMCs and private individuals are excluded — their work does not come from discretionary estimate requests, so a conversion rate would mean nothing.

Engine accuracy

Where the suggestion is strong, and where it is not

{{lookbackLabel}} · kept-rate within 5% of suggestion

Order source Report type Jobs Kept Won Accuracy Trend

Accuracy is the share of quotes where the admin kept the suggestion within 5%. A segment below 60% is where the engine still needs volume — quote those manually and it will catch up.