If you are looking for help with creating a new proposal, please see the following article:
Step 1
After logging in to Ecotrak, you will navigate to the Proposal module by clicking on the Proposal tab found in the "Menu Bar" on the left side of the webpage or by clicking the Proposal button on the dashboard.
Step 2
Once in the Proposal module, you will see a list of all Proposals along with the work order and location-related details for each Proposal
Step 3
At the top of the Proposal window, you will see various drop-down search filters to help you find the proposal(s) you are looking for. They are:
Category
Status
Created Date / Approved Date
Date Range
Org Structure
You will also see the Locations Assigned and Assigned To Me toggle switches, as well as the Search bar, Search button, Download button, View Columns button, the Filter button, and the Clear Filter button.
The Download button will provide you with a downloaded list of invoices.
The Filter button allows you to create and save a customized filter. For more information on how to create a custom filter, click here.
The View Columns button allows you to select which columns you want to include in the module.
Step 4
At the bottom of the Proposal window, you will see the ability to change the number of rows shown per page.
Step 5
To open up a Proposal, click on the Proposal ID. Doing so will open up the Proposal Details.
Step 6
Once you click the Proposal ID, you will see the Proposal Details. In this screen, you will find all the information related to the Proposal. At the top, you will find the information related to the: Status, Title, Location, Asset, Proposal Amount, Proposal ID, Category, and the Add Comment button.
Step 7
Beneath the initial proposal details, you will find the Approval History, which provides the list of customer users who are currently assigned to for Proposal Approval.
Step 8
On the top right side of the Proposal Details page, you will see the following links: Asset, Work Order, Proposal, and Location. You will also see the Edit and Close buttons.
Step 9
At the top of the page, you will see the following four tabs: Details, AI Insights, Attachments, Comments, and Activity.
The Details tab will show you the Proposal Details.
The AI Insights tab will show you insights such as the predicted failures and estimated costs.
The Attachments tab will show you all attachments and allow to you to upload a new attachment.
The Comments will show you all comments (messages between customers and service providers) on this proposal.
The Activity tab will show you a history of all activity taken on this proposal.