Page Comparison

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For proposals created in response to a client's request, see Creating a Proposal for an RFP.

For proposals stemming from a work order, see Creating Proposals Linked to a Work Order.

1. On the top navigation bar, click Proposals. The proposals and RFPs page appears.
2. Under the Proposals column, click Create Proposal. The page for searching for a location appears.
   
   
3. Use the filters on the page to find the location for which you want to submit a proposal, and then click Search. The page with locations that match your search criteria appears.

4. Click the desired location, select the appropriate trade from the drop-down list, and then click Next. The page with location details opens.

   Warning
   title Important
   Should you need to create a proposal due to an increased scope of work on an existing work order, stop and follow the steps for Creating a Proposal Linked to a Work Order.

   
   

5. Review the location details to make sure that you’re submitting a proposal for the right location, and then click Next. The page for creating a proposal appears.
   To the right of the proposal form you may find instructions on how to fill it out. These guidelines are provided by your client to help you understand the requirements for expected proposal details. Follow these rules when completing the form to increase the likelihood that your proposal will be approved.
   
   

6. Anchor
   Proposals_Standalone_Step_6 Proposals_Standalone_Step_6

   Enter a brief Project Name and Description. The Proposal Number populates automatically after you submit a proposal.

   Note
   If Auto-generated appears in the proposal number input field, you cannot enter your own proposal number. However, if the field is empty, you can provide your own number.

   
   

7. Proceed through the remaining sections by filling out the fields highlighted in blue. Once you enter the info for a line item, click the blue arrow at the bottom of the screen to proceed to the next line item.

   Info
   Note that the proposal total and line item subtotals are calculated automatically, so you don’t have to enter them. Also, you can add additional rows for each line item as required.

   
   

   • Costs incurred to date. Enter a description and a total into the appropriate fields.
   • Materials. Enter a description, quantity, unit, and price for each material. Also, do not forget to indicate whether the materials are new or replacing the existing materials.

   • Installation labor. Enter the number of technicians, hours, and rates.

     Info
     To provide the total labor charge instead of itemizing numerous labor charges, use the Flat Fee Labor field.

     
     

   • Non-installation expenses. Enter a number of trips made and charges. Also, enter additional and non-installation fees.
   • Freight. Enter the total freight charges.
   • Tax. Enter the total tax charges for each line item.
   • Attachments. Attach up to five files to the proposal that you’re creating.
     Once all sections are complete, the proposal breakdown appears. It shows the proposal line items, their subtotals, and the proposal grand total.
     
     
8. Click Preview Proposal to begin submitting your proposal.

9. Review the information you’ve entered and select the I Confirm the Data on the Form is Correct checkbox. If the proposal contains sections where you have a zero (0.00) total charge, a second checkbox should be present. Select this checkbox to confirm that it is correct that the sections listed have a total charge of zero (0.00).
   
   

   Note
   Should you need to edit your proposal, click Change Proposal and make the required modifications. Note that proposals cannot be modified once submitted.

   
   

10. Click Submit Proposal. The proposal is now entered into the system and sent to the client.

If a revised proposal needs to be submitted, it must be for the original proposal amount plus/minus the difference. If two proposals are approved, the NTE is updated to the grand total of the proposal that was approved last. The NTE amount is not updated to the total of both approved proposals.

1. On the top navigation bar, click Work Orders. The WOs list appears.
2. Using the filters on the left, find a work order for which you need to create a proposal.
3. Click Create Proposal on the required work order.
   
   

4. Review the work order info, and click Next. The page for creating a proposal opens. The work order Tracking Number and the WO Description automatically appear on the proposal form.
   

   Note
   The work order problem description is displayed both on the proposal form and on the proposals list. If the description is modified on the work order, it’s also updated on the proposal.

   

5. Follow steps 6–10 for Creating a Standalone Proposal.

1. On the top navigation bar, click Proposals. The proposals and RFPs page appears.
2. Under the RFPs column, click View/Process RFP. The page for searching and filtering RFPs appears.
3. Use the filters on the page to find RFPs submitted to you by your clients. You can search by RFP number, work order or purchase order number, RFP status, and more.
4. Click Retrieve Report to view the list of RFPs that match your search criteria.
   
   
5. Click Create Proposal on the RFP you wish to respond to. The page for reviewing location details appears.
6. Review the location details and click Next. The page for creating a proposal appears. Note that the RFP number is present in the RFP Number field.
   
   
7. Follow steps 6–10 for Creating a Standalone Proposal.

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