Page Comparison

Users with the "Proposals: Process" or "Proposals: Full Control" permissions may take action on Proposals in SC Mobile.

1. After locating the desired Proposal, tap each line item to review more details. (Note: When there is a zero (0.00) cost on a line item, the line will not expand.)
   

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Accepted proposals must be associated with a work order. For standalone proposals, you will create a new work order at the time of accepting the proposal. For linked proposals, you can either keep the original work order or change the work order.

1. Locate the desired Proposal and tap Approve. A green dialog box appears.
2. Tap Approve With Existing WO. The Existing WO page appears.
3. Review the work order details for accuracy, and then tap Save. A green dialog box appears.
4. Tap Reason for Approval, choose the reason for the proposal approval, and tap Save.
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5. Enter a comment providing more details and tap Proceed. The existing work order is updated, and the proposal is marked as Approved.

1. Locate the desired Proposal and tap Approve. A green dialog box appears.
2. Tap Approve With New WO. The Create WO page appears.
3. Enter the WO details and tap Next. A green dialog box appears.
4. Tap Reason for Approval, choose the reason for the proposal approval, and tap Save.
5. Enter a comment providing more details and tap Proceed. A new work order is created, and the proposal is marked as Approved. The new work order number is listed on the proposal, and you may tap it to view the details.

1. After locating the desired Proposal, tap each line item to review all details.
2. Tap Reject. A red dialog box appears.
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3. (Optional, but recommended) Enter a Reason for Rejection in the text area.
4. Reject the proposal with or without notifying people:
   1. To reject without sending notifications:
      • Tap Proceed. The proposal is marked as Rejected.
   2. To reject and send notifications:
   • Tap Select People to Alert to send an email notification of the rejection. The Notifications page appears.
     • By default, the service provider is selected. Tap the names of listed people, and/or tap Add Email + to send notifications to unlisted people.
   • Tap Send. The proposal is marked as Rejected.

1. After locating the desired Proposal, tap each line item to review all details.
2. Tap On-Hold. The proposal is marked as On Hold.
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   Note: You may take a proposal off hold by tapping On-Hold again. The icon will change back to blue, indicating the change.

When assigning a work order you still may be able to take action on the work order.

Note: You cannot undo a proposal assignment. Once you assign a user, you can only reassign it to another user. You cannot remove the assignment.

1. After locating the desired Proposal, tap each line item to review all details.
2. Tap Assign. A list of users appears.
3. Tap the desired user, and then tap Assign. The proposal is marked as Assigned, and the user name of the assignee is listed on the proposal.

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1. On the Proposals list page, tap Filter Proposals. The Filter Proposals page appears.
2. Tap Status, Assigned to, Priority, Trade, Provider, and/or Category to uncheck the items you do not wish to see, and then tap Apply.
3. Tap Apply. Filter Proposals changes to Filters Applied.

1. On the Proposals list page, tap Filters Applied. The Filter Proposals page appears.
2. Tap Reset, and then tap Apply. Filters Applied changes to Filter Proposals.