This article will walk you through how to Approve (or Reject) a Proposal on the Ecotrak website.
Proposal Types
There are two types of proposals:
NTE Increase Request - The Not to Exceed limit is the capped amount you are willing to spend on a repair before a Proposal is needed from the Service Provider.
Stand Alone Proposal - When the Service Provider arrives at your location and identifies another piece of equipment that needs to be fixed, but they do not have a work order on file.
Step 1: Navigate to Proposal Module
In order to review and approve or reject a proposal, you first will want to to navigate to the Proposal module. You can access it by using the Proposal buttons located either at the top of your screen or in the left hand side menu.
Step 2: Proposal Details Page
Once you have navigated to the Proposal module, (by default) you will see a list of all proposals currently assigned to you that are awaiting client approval.
Step 3: Searching For and Locating a Desired Proposal
At the top right of the Proposal Module, you will find search tools to help you locate a desired proposal. These tools include: Search bar, Drop Down Filters (Created Date, Category and Status), and Advanced Filter options.
Step 4: Opening a Proposal Details
To review a Proposal for Approval, Rejection, or to just see the Proposal Details, once you locate the desired proposal, you will click on the Proposal ID number.
Step 5: Proposal Details Page
After clicking on the Proposal ID, you will see the Proposal Details. The Proposal Details will show you all of the information related to the Proposal, including the cost breakdown and any notes from the Service Provider. As well, you have the ability to Approve, Reject and Add Comments from this page
Step 6: Review Proposal Details Cost Breakdown
The Details will also reflect a breakdown of the vendors proposed charges. Review the charges and description of work to make your decision.
Step 7: Review Proposal Attachment
If your company requires that Service Providers upload an attachment upon proposal creation, you will want to make sure that you review the proposal attachment before moving forward with an approval or rejection. To do so, you will want to click on the Attachment tab at the top of the page. Once in the Attachment section, click on the attachment thumbnail and it will enlarge to allow you to review.
Step 8: Proposal Approval or Rejection
Once you have reviewed the Proposal, select Approve or Reject. If you Reject the Proposal, the vendor will receive an alert letting them know they may not proceed with the proposed work. If you Approve the Proposal however, the vendor will be notified that they may complete the proposed repair.