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Proposals are sent by service providers detailing the costs and materials involved to complete the specified work. When a service provider submits a proposal, you can take the following actions in SC Mobile:

• View proposal details
• Find and filter proposals by status, priority, trade, and more
• Process proposals: approve, reject, put on hold, or assign them to specific employees in your organization

Standalone Proposals Versus Proposals Linked to a Work Order

There are two types of proposals:

• Standalone proposals are not tied to a work order. Once the proposal is accepted, a work order is generated.
  • Example: A service provider may create a standalone proposal while servicing a Planned Maintenance work order (say, a proposal for a HVAC repair created when a provider was performing filter maintenance). Also, you may see standalone proposals from RFPs generated by you or your internal team, such as for CapEx projects.
• Proposals associated with a work order are generated from an existing work order. This typically occurs when a service provider is already working on a repair, but the scope of work has increased, or work will cost more than the NTE.
  • Example: A service provider is fixing a roof, based on the task specified in a work order. The NTE is $1500, but the scope of work increases the costs to $1700. You may request the service provider to submit a proposal based on the existing work order.

Accessing and Viewing Proposals

In SC Mobile, you can view proposals from a location, from a work order associated with a proposal, and from the proposals list.

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Viewing Proposal Details

On the proposal details screen, you can see the following info:

• Recommendation on the proposal provided by the Supporting Intelligence solution
• Project description

• Budget Insights of the proposal related to a work order
  
  

  Note
  By clicking on the Budget section, you can view the details of the budget the proposal (linked to a work order) is assigned to.

  
  
  

  Expand
  title Expand the section to learn more about Budget Insights on proposals.
  You will see the general information about the budget you currently viewing:  a. The Budget Level section. You can navigate between the calendars and periods to view how the proposal influences your budget at different budget levels.  b. Tracking Number. The tracking number of the work order a proposal linked to.  c. Tracking Number Budget Value. The value of the budget amount work order that the proposal is attached to.  d. The Fiscal Year Name and Fiscal Period at the selected budget level.  e. The Fiscal End date shows the end date when the selected budget level becomes inactive.  f. The Budget Risk Status shows how the proposal relates to the selected budget period or calendar. It may have one of the following 3 statuses: g. The Remaining Budget Amount in the currency you specified for your budget. The amount changes as you change the fiscal period or fiscal calendar the proposal relates to.  h. NTE. The Not-to-Exceed amount of the work order linked to a proposal.  i. The Amount Types for the selected budget period display the spend types (incurred, forecasted, total budget for a certain period). Info The incurred budget is calculated based on the Completed work orders for a given fiscal period. The fiscal period is determined by the work order completion date.  The forecasted budget is calculated:  Based on the average invoice amount for similar work orders in the same Trade and Category as the analyzed work order assigned to the budget over the past 12 months.   If work orders assigned to the budget have Approved proposals, then the Not-to-Exceed amount is used in the calculation instead.  The fiscal period is based on the scheduled date of the In-Progress work orders and the completion date of the Completed/Not Invoiced work orders.

  
  

• Attachments uploaded with the proposal (if any)

• The breakdown of project costs: costs incurred to date, materials, installation labor, non-installation expenses, freight, tax, and the total cost
  
  

  Note
  Please, contact your ServiceChannel representative should you need to change the decimal point (.) to decimal comma (,) on non-monetary amounts, such as:  Hours and Duration  Quantity Amounts  Weight.

  
  

  Note
  Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative.

  
  

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Taking Action on Proposals

Once you have reviewed the proposal details, you can process the proposal — approve, reject, put on hold, or assign it to a specific employee in your organization.

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Filtering Proposals