Service request quotes

If a service request is Quote Only or Quote and Perform Service, the vendor provides a quote for the service. For Quote and Perform Service service requests, the quote is typically approved by the adjuster before the work is started.

In addition to the life cycle of the service request (which is shown in the user interface's Progress field), quotes have a separate life cycle (which is shown in the Quote Status field).

The following table summarizes the status of each life cycle for a Quote Only service request after each life cycle event.

Event Progress (of the service request) Quote Status
Service request is created Requested Waiting for Quote
Quote is created Work Complete Quoted
Event Progress (of the service request) Quote Status
Service request is created Requested Waiting for Quote
Quote is created Work Complete Quoted

The following table summarizes the status of each life cycle for a Quote and Perform Service service request after each life cycle event.

Event Progress (of the service request) Quote Status
Service request is created Requested Waiting for Quote
Quote is created Vendor waiting Waiting for Approval
Quote is approved In Progress Approved
Event Progress (of the service request) Quote Status
Service request is created Requested Waiting for Quote
Quote is created Vendor waiting Waiting for Approval
Quote is approved In Progress Approved

Adding quotes

To add a quote, use:

  • POST /claims/{claimId}/service-requests/{serviceRequestId}/add-quote

When you add a quote, you must provide a statement object, which is defined by the ServiceRequestStatement schema. The minimum required fields are:

  • A description
  • The expectedDaysToPerformService (an integer)
  • An array of lineItems. Each item must have an amount, which is specified as a JSON object with an amount and currency.

The following payload is an example of adding a quote to service request cc:101 (for claim demo_sample:2). The quote is for $250 USD and specifies it will take 10 days to perform the service.

POST claim/v1/claims/demo_sample:2/service-requests/cc:101/add-quote

{
  "data": {
    "attributes": {
        "statement": {
          "description" : "Quote for repair",
          "expectedDaysToPerformService": 10,
          "lineItems": [
            {  
              "amount": {
                  "amount": "250.00",
                  "currency": "usd"
              }
            }
          ]
        }
    }
  }
}
Java

You can provide additional quotes for a service request. There can only be one active quote at a time, which is also referred to as the "latest quote". To add an additional quote, use the same endpoint. ClaimCenter makes the new quote the active quote.

Approving quotes

To approve a quote, use:

  • POST /claims/{claimId}/service-requests/{serviceRequestId}/approve-quote

The request payload must include a requestedCompletionDate.

The following approves the quote for service request cc:9.

POST /claim/v1/claims/demo_sample:20/service-requests/cc:9/approve-quote

{
  "data": {
    "attributes": {
      "requestedCompletionDate": "2021-08-31"
    }
  }
}
Java