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Proposals Tab

Proposals Tab

Owned by Anastasiya Dashuk (Unlicensed)
Last updated: Mar 29, 2023 by Caroline Antoun

On the Proposals tab of the page for modifying Dashboard settings, you can configure whether you want to show proposals in Dashboard 2.0 and whether Dashboard users can modify the category of work orders linked to proposals.

⦿ How to Adjust Proposal Settings
  1. In the upper-left corner, click the menu icon, and select Edit Dashboard Settings. The page for modifying Dashboard 2.0 settings opens.
  2. Navigate to the Proposals tab, and enable the options you need.

  3. Click Save Changes. A notification appears confirming your changes.

Options Available on the Proposals Tab

You can adjust the following settings that affect how Dashboard users work with proposals:

  • Enable Proposals: Makes the Proposals module available in Dashboard 2.0:
    • Activates the Proposals tab on the Dashboard landing page from which users can take action on proposals.
    • Adds the Proposal History page containing the history of submitted proposals.
  • Changeable Category: Allows Dashboard users to change the category of work orders associated with proposals.

The Invoice tab on the Edit Dashboard Settings page contains an option for enabling proposals in the ServiceChannel Mobile app for Dashboard users. Should you need to adjust this setting, go to the Invoice tab.

Invoice tab on the Edit Dashboard Settings page containing an option for enabling proposals in the ServiceChannel Mobile app for Dashboard users

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