Overview:
This support article will help guide you through how to navigate the Proposal module on the Ecotrak mobile app.
*If you have not downloaded the new Ecotrak mobile app yet, you can do so on the Apple App Store or the Google Play Store on your mobile device.
1. When you open the Ecotrak app, you will be navigated to the dashboard of the mobile app. Navigate to More as indicated buy the three dots option on the bottom right hand corner.
2. From the menu, select the Proposals option.
3. After you have selected the Proposal option, you will be navigated to the Proposal module. At the top of the Proposal module, you will see a search bar. This search bar can be used to search for any Proposal ID number in your account. Within the search bar, you will see on the right side there is a blue filter button. If you select this button within the search bar, it will take you to adjust the Priority level and status of the Proposals you wish to view. This feature will help you specifically search for Proposals in the status and priority level that you select. To save the filter selections you have made, click on the apply button at the bottom of the screen.
Filter options for searching proposals
4. Beneath the search bar, you will see a location tab. Selecting this tab will allow you to search proposals by one, or multiple locations.
If you have location services enabled, the near me toggle will filter for locations that are currently nearby. Once you have selected the locations you wish to see Proposals for, click on the blue Select button at the bottom of the page to save the filters.
5. Beneath the location filter tab, you will see that you have a few quick filter options to select from. Selecting this will quickly adjust the Proposals that are listed to the quick filter status that you select.
6. To select a Proposal to view, you will see a list view of all Proposals based on the filter settings that you have selected on this module(Note, if you did not make any filter adjustments then you will be seeing ALL Proposals for the locations that you are assigned to). Once you have found the Proposal that you are looking for, you can tap on the Proposal to view the details page of the Proposal. You can manage and update the proposal from the proposal details page.
7. From the details screen, you can edit by selecting pencil icon. You can view additional details like attachments or comments by selecting the corresponding option seen below. You can also approve/reject proposals and view store and asset details by scrolling down.
