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How to Create a Proposal in TechTrak
Bhadz Bartolome avatar
Written by Bhadz Bartolome
Updated over 4 months ago

Step 1: On the map view, select the location the work order is located at that you are looking to submit the proposal for. Once you have selected the location on the map view, you will see the list of work orders at that location appear on your screen. See screenshot below for guidance.

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Step 2: Select the work order that you are looking to create the proposal for. See screenshot below for guidance.

Screen_Shot_2023-05-26_at_3.04.12_PM.png

Step 3: Select the "update status" button on the work order details page to change the work order to "arrived". See attached screenshots below for guidance.

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Step 4: After you change the work order status to "arrived" you will then click on the update status button one more time, which will allow you to update the status of the work order to "submitting proposal". See attached screenshot below for guidance.

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Step 5: Once you have updated the work order status to "submitting proposal", you will then see a "add proposal button appear on the work order details page. Select the "add proposal" button to begin creating a proposal to raise the NTE. See attached screenshot below for guidance.

Screen_Shot_2023-05-26_at_3.06.14_PM.png

Step 6: After clicking on the add proposal button, you will now be takin to fill out the proposal info and create the proposal you need to submit to raise the NTE of the work order. Once you have filled out the proposal, click on the :submit proposal button at the bottom to submit the proposal to your customer. See attached screenshot below for guidance.

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