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Home > Operations & IT Support Articles > How to Create a Transfer Quote & Request in OneSite New Experience
How to Create a Transfer Quote & Request in OneSite New Experience
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Click the Menu > Click the New Experience

 

 

 

Click the People icon > Click Residents

 

 

Find the resident and click on their name

 

 

 

Click the three dots to the right > Transfer Quote

 

 

 

Click Create a Quote

 

 

Once the quote is saved > Click the three dots to the right of the quote > Request Transfer

 

 

The page will process but when you click back into the current OneSite, the status will be updated to Transferring

 

 

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