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How to Create a Proposal in Ecotrak Techs

Loretta Davis avatar
Written by Loretta Davis
Updated this week

1. Once you are signed in, you will land on the app's home screen. Navigate to the Work Orders tab and locate the work order for which you want to submit the proposal.

2. Once you have located the work order, select it to begin creating the proposal.

3. Select the Add Proposal button on the Work Order Details page to begin entering the proposal details.

4. After selecting the Add Proposal option, you will be able to fill in the proposal details, including the proposal title, SP Proposal ID, completion time, description, and add an attachment. Once completed, select Next at the bottom of the page.

5. After selecting Next, you will be taken to the Cost Breakdown section of the proposal. Enter your amounts, and once completed, scroll to the bottom of the page and select Review.

6. After selecting Review, you will be taken to a page where you can review the details of your invoice before submitting. Once everything is correct, select Submit Proposal at the bottom of the screen.

7. Once you have selected Submit Proposal, a message will pop up alerting you that the proposal has been submitted and the customer has been notified. You then have the option to view the submitted proposal or close the screen.

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