Page Comparison

The Proposals tab lists the following reports:

• Proposal Report - Financial Details with Breakdown lists the status and financial details of Proposals shows proposal details at the transaction level along with a breakdown of labor, material, travel, and other charges.
• Proposal Details with - Operational Information lists the approval status and age of each Proposal, as well as the Trade and who approved the Proposal.

You can download the data and email reports to recipients.

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Proposal Details - Financial Details

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This scrollable report provides financial information for work orders at the transaction leveldetails of proposals, showing the breakdown of labor, material, travel, and other charges per proposal. Here, you can view the NTE and Invoice Amount for every work order within the past 365 days see data from the past 30 days (by default) or by the criteria set in the report all-inclusive filters on along the top of the pagereport.

The following data is listed in the All Calls Report with Financial Detailsthis report, sortable by these column headers:

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Column width 30% Proposal Number WO Tracking Number Call Date Location Number TradeProposal Status CategoryProvider Name PriorityCurrency Status Extended Status Provider Name Not To Exceed Amount Invoice Column width 30% 70% Proposal Amount Proposal Labor Amount Proposal Material Amount Proposal Freight Amount Proposal Other Amount Proposal Tax Amount

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Proposal Details

- Operational Information

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This scrollable report provides operational details service level information for work orders proposals at the transaction level, including the aging of proposals and approval information. Here, you can view the provider assigned to the work order, when a work order was reassigned, the Scheduled Date and Work Date, total hours on site, and the number of days the provider took to resolve the work order. You can view every work order within the past 365 days see data from the past 30 days (by default) or by the criteria set in the report all-inclusive filters on along the top of the pagereport.

The following data is listed in the All Calls Report with Service Level Detailsthis report, sortable by these column headers:

For all reports in this dashboard:

You can either download individual reports or download all reports into one file. Your reports will download with the criteria set in the filters on the top of the page.

Downloading Individual Reports

When hovering your mouse over the data table, an iconImage Removedappears next to the table name. Click the icon to choose which format to download your report.

On the desired table, mouseover the table title. The download iconImage Removedappears.
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Choose the desired format (PDF, Microsoft Excel XLSX, CSV-formatted, or CSV-raw data).

Downloading All Reports Into One File

You can download all the reports listed in this dashboard.

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bgColor #F9F9F9 titleColor #0e3367 titleBGColor #EAEAEA borderStyle none title ⦿ How to download all reports
On the top-right of the screen, click the gear icon. Image Removed Choose the desired format: Export to PDF saves the current page view as a PDF file. Only the data immediately listed on the page will appear in the PDF export. Export to XLSX saves all data in a Microsoft Excel XLSX spreadsheet. Each table is saved on a different Excel tab. When prompted, save the report to your drive. Column width 30%70% Scheduled Date Work Date Total Hours on Site Full Resolution Time (Days)

On the top of the page are global filters to help you hone in on key information. Note that all reports on the page are affected by these global filters.

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You can filter by the following criteria: