Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Rw ui tabs macro

rw-

ui-

tab

-macro

title

Mission

3A: Reviewing Proposals

Learn to review and take action on proposals submitted by providers in Service Automation. 

Mission

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. (3:34 minutes)

Learn more in ServiceChannel University: Managing Proposals from the List View


Html macro
<a href="https://servicechannel.wistia.com/medias/odvi3faayx"> <img align="center" width="100%" height="100%"  src="https://sclearning.blob.core.windows.net/scu/GS-Subscribers/GS-Reviewing_Proposals.jpg"/></a>

Rw tab
title3B: Completed WOs and Invoicing

Learn to review

You are going to learn how to invoice completed work orders

and take action on invoices in Service Automation. 

, how to approve or reject the invoices, and then pay invoices through Service Automation. (6:47 minutes)

Learn more in ServiceChannel University: Invoices


Html macro
<a href="https://servicechannel.wistia.com/medias/hgzpw42b67"> <img align="center" width="100%" height="100%"  src="https://sclearning.blob.core.windows.net/scu/GS-Subscribers/GS-Completed_Work_Orders_and_Invoicing.jpg
"/></a>





Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch SCU
typepage
labelsfm

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel = "fm"in ( "proposals" , "invoice" ) and space = currentSpace ( )