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 on the Proposals button at the top of the page.
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.
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 Search bar, Search button, Download button, View Column button, and the Filter button.
The Download button will provide you with a downloaded list of proposals
The Filter button allows you to create and save a customized filter. For more information on how to create a custom filter, click here.
You will also find the Locations Assigned and Assigned To Me toggle switches.
You can change the number of rows shown per page at the bottom of the proposals window.
To open a proposal, click on the proposal ID. Doing so will open up the proposal details.
Step 3
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: Proposal Status, Proposal Title, Location, Asset, assigned Service Provider, Proposal Amount, Proposal ID, and Category. You will also find the action buttons: Approve, Reject, Closed, and the Add Comment action button.
Customers now have the ability to "Restart Approval Flow" for invoices stuck in a "Pending Client Approval" state. This will help if no one has the action icons to approve or if this item has already bypassed everyone within the Proposals Workflow.
Beneath the initial proposal details, you will find Insights, Approval History, Asset Type, NTE, Problem, Trade Type, and Location. This also shows the service level agreements from the Rate and Terms tab.
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 button and the close button.
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 you to upload a new attachment.
The Comments tab will show you all the messages between customers and service providers on this proposal.
The Activity tab will show you a history of all activity taken on this proposal.