This article will walk you through how to Create a Proposal in Ecotrak.
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 one can create 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 as a way to invoice customers for service completed without a work order.
How to Create a Proposal for a Work Order
Click on Work Orders tab.
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.
Use the 'Add Proposal' tab located on the left hand side of the screen to create a new proposal.
FIll out the Proposal information, requesting the desired amount for the quoted work, and click submit. Once submitted, the Proposal will be sent to the customer for approval.