Proposals allow service providers the ability to provide customers with price quotes on completed or suggested work. Within Ecotrak, there are two different ways to create a proposal. One can either create a general Proposal that is linked to a work order, or a Stand Alone Proposal for a service. General Proposals are most often used to raise the NTE on a work order, whereas Stand Alone Proposals are often used to invoice customers for service completed without a work order.

Step 1

Click on the Work Orders tab.

Step 2

Locate the Work Order that you wish to create a proposal for and open up the Work Order details by clicking on the Work Order ID number.

Step 3

Use the 'Add Proposal' tab located on the left-hand side of the screen to create a new proposal.​

Step 4

Fill out the Proposal information, which includes the Proposal Title and Completion Time.
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Step 5

The next section would be adding the desired amount for the quoted work. Additionally, the amount entered will pull the Service Level Agreement from the Rates and Terms tab.
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Step 6

Lastly, you will need to add the Description of Work and also upload the proposal file by either dragging and dropping or by searching for it on your device.
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​Step 7

Once the proposal information has been finalized, click the Save button to create and send the Proposal to the customer for approval.​