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Owner approval

A boiler to replace in Schaerbeek. The owner lives in Lisbon and does not pick up.

When a repair needs the owner's approval, that is often where the case stalls: a quote as an attachment, an unanswered email, a missed call. With Colively, the owner receives the quote with a secure link and answers in one click, no account. The same link works for a co-owner when a repair in their private unit needs approving. Here is the work order.

Ref.
AP-2208
Property
Rue Josaphat 48, apt 2, Carvalho mandate
Opened
Mon. 08:36
01Report

The tenant writes. The case already knows who has to approve.

An email at 08:36. Colively opens the case on the right flat, and the case shows what the agency already knows: the owner, Mr Carvalho, lives in Portugal, and the mandate instructions require his approval for a replacement. Nobody has to look up his address.

  • The flat's owner attached to the case
  • Mandate instructions visible from the moment it opens
  • Acknowledgement sent to the tenant
EmailMrs Janssens, apt 2 · 08:36

Hello, the boiler stopped again last night. The technician who came in October said it was at the end of its life. We have two children, can you act quickly?

Extracted by Colively
Issue
Boiler down, end of life
Property
Josaphat 48, apt 2
Owner
Mr Carvalho, abroad
PRIORITY
02Triage

Two heating engineers quote for the replacement.

A boiler at the end of its life does not get repaired one more time. You ask for two replacement quotes: both heating engineers receive the same request, with the photo of the rating plate and the breakdown history. The owner will want a price he can trust.

  • Contractors suggested from your jobs in the building
  • Several quotes requested in one click
  • Breakdown history attached to the request
Suggested contractors
  • Chauffage MertensHeating engineer · Repaired this boiler in October
  • Schaerbeek ChauffageHeating and plumbing · Stable pricing across your last cases
Request two quotesOne click, 09:02
SENT TO 2 CONTRACTORS
03Quote

Both quotes arrive as PDFs. You choose the one to submit.

Each heating engineer sends his own PDF. Colively reads it and pre-fills the total, VAT and scope, with the exact line from the document shown beside each value. You check, you compare, and you keep the one you will submit to the owner.

  • Quote PDFs read, source line shown, you confirm
  • Quotes compared in the same case
  • One quote retained, submitted in one click
Chauffage Mertens
via email link, Tue. 16:20
€3,480.00
24 kW condensing boiler
€2,150.00
Removal, installation and connections
€1,080.00
Commissioning and disposal
€250.00
TO SUBMIT
Other quotes received
  • Schaerbeek Chauffage · received Tue. 18:05, not retained€3,790.00
04Approval

The owner approves from Lisbon, on his phone, with no account.

Mr Carvalho receives an email with the quote and a secure link. He opens it in the evening, reads the quote and approves it. He could have refused it: the case would have come back to you. No account to create, no password. His answer is timestamped in the case, and the heating engineer can be scheduled.

  • Secure link, specific to this quote
  • Approve or refuse, in one click
  • Answer timestamped in the case
Owner approval
Boiler replacement, Josaphat 48 apt 2€3,480.00
  1. Quote sent to Mr Carvalhoby email, Wed. 09:10
  2. Approved by Mr Carvalhosecure link, Wed. 21:52
  3. Appointment with the heating engineerslots requested from the tenant
APPROVED
05Appointment

The tenant proposes her slots. The heating engineer takes one.

As soon as the approval is in, Mrs Janssens gives the half-days when she is in, by email or from her link. The heating engineer picks the one that suits him, or proposes another. The owner can be kept informed of the date, without having to do anything.

  • Tenant's slots, contractor's choice
  • Counter-proposal confirmed by the tenant
  • Owner kept informed if he wishes
Slots proposed by Mrs Janssens
  • Mon. 08:00 to 12:00
  • Tue. 13:00 to 17:00

No slot works? The heating engineer proposes another, Mrs Janssens confirms by email.

Reminder sent to Mrs Janssens and the contractor Sun. 18:00
06Invoice

The invoice is checked against the quote the owner approved.

The heating engineer's invoice arrives through his link and files under the Carvalho mandate. Colively reads it and compares it with the approved quote: same amount, nothing to flag. The owner's approval stays attached to the case, with the date and time, for recharging.

  • Invoice compared with the approved quote
  • Timestamped approval kept with the invoice
  • Export by owner in one click
F-2026-0521Chauffage Mertens
€3,480.00
Quote approved by the owner
€3,480.00
Invoiced
€3,480.00
Attached to case AP-2208, Carvalho mandateExport by owner

CLOSED. Case archived. Every message, file, quote and decision is kept.

Frequently asked questions

No. He receives the quote by email with a secure link, specific to that quote, and approves or refuses it from that link, on phone or computer. No account, no password.

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