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| title | 3A: Reviewing Proposals |
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This lesson teaches you how to use proposals in Service Automation to increase the not-to-exceed amount (NTE) or expand services on a work order. (3:47 34 minutes) Learn more in ServiceChannel University: Using Managing Proposals from the List View to Manage Proposals
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| title | 3B: Completed WOs and Invoicing |
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You are going to learn how to invoice completed work orders, how to approve or reject the invoices, and then pay invoices through Service Automation. (6:51 47 minutes) Learn more in ServiceChannel University: Invoices
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