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From works order:

  • Status should be set to Pending quote - in Contractor Quotes panel, double-click Add

  • The supplier quote details screen is displayed and uses the new UI

Info

More details on adding a works order and dealing with supplier quotes is available here:
Create a new works order

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From Development and Land Sites screen:

  • Right-click development and select Site office details
    The redesign of this screen is currently in progress and will be seen in a new version of AgencyCloud soon

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  • The site office details is displayed - in the Site staff section, click (plus) and choose
    Select staff from developer
    This UI was updated to the new design in an earlier version

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  • The Select Staff screen is displayed and uses the new UI - this screen displays the staff members added to the developer company record

    • Tick the required staff members and click Accept

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Info

More details on adding & using development functionality is available here:
Developments & new homes

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