Page Comparison

Proposals are sent by service providers detailing the costs and materials involved to complete the specified work. Managing these proposals in SC Mobile helps you save time during the reviewing and action-taking process. When a service provider submits a proposal, you may can take the following actions in SC Mobile:

• approve a View proposal ;
• place a proposal on hold;
• reject a proposal; and
• assign the proposal to another person in your organization.

• 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

Image Removed

Image Added

Standalone Proposals Versus Proposals Linked to a Work Order

There are two types of Proposalsproposals:

• Standalone Proposalsproposals are not tied to a work order. Once the proposal is accepted, a work order is generated.
  • For exampleExample: A service provider may create a standalone proposal while tending to their planned maintenance servicing a Planned Maintenance work order (say, a proposal for a HVAC repair while the created when a provider was performing filter maintenance). Also, you may see standalone proposals from RFPs generated from by you or your internal team, such as for CapEx projects.In SC Mobile you will see “(No WO Associated)” on the Proposal, as depicted above.
• Proposals Associated With a Work Orderassociated 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.
  • For exampleExample: A  A service provider is fixing a roof, based on the work defined task specified in a work order. The NTE is for $1500, but the scope of work increases the costs to $1700. You may request the service provider to submit a proposal based on that the existing work order.

Accessing and Viewing Proposals

In SC Mobile, you can view proposals from the Location, the linked Work Order, or from the Proposals list:

Looking up a Location and then tapping Proposals list all open proposals for that location.

For each Proposal you see an overview of the Cost, Trade, Provider, and Description, as well as whether it is linked to a Work Order.

a location, from a work order associated with a proposal, and from the proposals list.

Anchor
proposaldetails proposaldetails

Viewing

Proposal Details

On the Proposal Details, you will see a description of the project as well as a breakdown of costs: materialsproposal 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.  Image Added

  
  
  

  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.  Image Added

  
  

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

  
  

Panel
bgColor #F9F9F9 titleColor #0e3367 titleBGColor #EAEAEA borderStyle none title ⦿ How to View Proposal Details
After locating the desired Proposalproposal, tap each line item to review view more details. (Note: When there is a You can not expand line items where the cost is zero (0.00) cost on a line item, the line will not expand.) Image Removed . Image Added

Anchor
takingaction takingaction

Taking Action on Proposals

Once your proposal is reviewed, you may take the appropriate action.

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.

Panel
bgColor #F9F9F9 titleColor #0e3367 titleBGColor #EAEAEA borderStyle none title ⦿ How to Assign a Proposal to Another Person in Your Organization
When assigning a work order you still may be able to take action on the work order. Note: You cannot undo a proposal assignment. Once you assign a user, you can only reassign it to another user. You cannot remove the assignment. After locating the desired Proposal, tap each line item to review all details. Tap On the desired proposal, tap Assign. A list of users appears. Image Added Tap the desired user, and then tap Assign. In the blue overlay that appears, select a reason for assigning the proposal (if required), and enter your comment.  Tap Assign to confirm. The proposal is marked as Assigned, and the user name of the assignee is listed on the proposal. Image Removed Image Added

Filtering Proposals

To help narrow down your proposal list, you may filter by Status, Assigned To, Priority, Trade, Provider, and/or Category. You may also sort the list by Created Date, Trade, or Status. This is beneficial, for example, when you want to only see the proposals in the CapEx category, or open proposals, or proposals under a few, specific trades.

• All means that no filters are applied for that section, as illustrated next to Assigned to.
• A number indicates how many were selected, and thus applying the filter.
• To see the full list, you must reset the filters on the bottom of the page, and then apply the change.
  • When the filters are reset, Status will return to the default 2 selections, Open and On Hold.

Anchor
filteringproposals filteringproposals

Filtering Proposals

You can filter proposals by the following criteria: Creation date Amount Status Priority Trade Category User the proposal is assigned To Provider who submitted the proposal You can sort the list by the proposal creation date, trade, or status. You may also exclude proposals associated with a work order, To reset the filter, tap Reset, and apply the desired changes. When the filters are reset, the Open and On Hold statuses are selected, and the creation date is set to the last 3 months.

Image Added

Once the filters are applied, they remain turned on even when you quit the app or sign out.

Image Removed

Image Added