Versions Compared

Key

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


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


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. 

Rw ui tab macro
title
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 ( )