Proposals and Line-Item Invoices Completion with Negotiated Price Lists


The negotiated price lists will work on invoices and proposals if your providers have the Negotiated Price List turned on 

To enable the feature for you and your providers, contact your ServiceChannel manager.  

Completing Proposals with Negotiated Price Lists 

With Negotiated Price Lists, when creating a proposal, you and your providers can select items from the agreed list for material and other charges. This ensures that both you and your providers are working with a predefined set of items, streamlining the proposal creation process and ensuring accuracy and consistency in pricing. 


⦿ How to Complete Material Charges for Proposals
  1. On the Proposal Details page, click +Create Proposal. 

    Screenshot showing the create proposal button
  2. Select the location number and provider for whom the negotiated list has been created. 
  3. Enter proposal details. 
  4. In step 3 of proposal form completion, click the Select Price List dropdown. 
    You will see all available price lists for this provider and location. 

    Screenshot showing the materials section

  5. Select the price list.  
  6. Select the Part Number, Name, and Description.  
    Once you have selected the Part Number, Name, Description, Unit of Measure, Price, and Markup % will be auto populated in line with the uploaded negotiated price list.  
  7. (Optional) Change the Unit of Measure, Price, or Markup if needed.

    Note that proposal items are not validated, and you will not see any sign indicating the mismatch between the list and actual price. Your provider can change the price while completing the proposal form. 

  8. Enter the Quantity 
  9. (Optional) To have a custom row, enter the Part Name without selecting the price list. 

    Screenshot showing the part name field
⦿ How to Complete Other Charges for Proposals
  1. In step 6 of proposal form completion, click the Select Price List drop-down and select the needed list. 

    Screenshot showing the other fees section

  2. Select the Type from the drop-down list.  
    The Description, Unit of Measure, and Unit Price will be auto populated in line with the uploaded price list. 
  3. (Optional) Change the Unit of Measure and Unit Price if needed.

    Note that proposal items are not validated, and you will not see any sign indicating the mismatch between the list and actual price. Your provider can change the price while completing the proposal form. 


  4. Enter the Quantity. 
  5. (Optional) To enter a custom row, enter the Type without selecting the price list. 

    Screenshot showing the custom row

Completing Line Item Invoices with Negotiated Price Lists 

When the negotiated price list has been uploaded, you can select items in the material and other charges. 

Screenshot showing the invoice with the list

⦿ How to Complete Line Item Invoices with Negotiated Price Lists
  1. On the completed work order, click More > $ Create Invoice. 
  2. Enter invoice details as you usually do. 
  3. Provide the necessary information in the Labor and Travel tabs 
  4. In the Material tab, you have two options: 
    1. Select materials from the Part Name drop-down field. After that, you can select the related Part # and Description. Other fields, except for Quantity, will be auto populated as specified in the uploaded negotiated price list. 

      Screenshot showing the materials tab

    2. Add your Part Name and other columns manually. Start entering a custom name in the free text field.

      If you have selected an item but want to add a custom name instead, click Remove to delete the row and start typing in the free field. 

      Screenshot showing the remove button


  5. (Optional) Change the price if needed. If the price is higher or lower than the agreed one, you will see the Warningicon.

    Screenshot showing the unit price mismatch

    You can prompt your provider to enter the reason for the price mismatch while they are completing an invoice. The reasons will appear on the Invoice Details page. 

    Contact your ServiceChannel manager to enable the feature. 

    Screenshot showing the mismatch reason

  6. (Optional) Change the markup % if needed. If the markup is higher than the agreed one, you will see the Warningicon.

    Screenshot showing the markup mismatch

     Contact your ServiceChannel manager to enable material markup validation.  

     Note that if you have both Client Rates and Negotiated Price Lists set up, the markup % will be validated through the list for this specific provider and location.  

     In other cases, if you do not have the price list for the specific provider and location, the markup % validation will be performed through the agreed client rates.  

    You can prompt your provider to enter the reason for the markup mismatch while they are completing an invoice. The reasons will appear on the Invoice Details page. 

    Contact your ServiceChannel manager to enable the feature. 

  7. In the Other tab, you have two options: 
    1. Select an item from the Type drop-down list. Other fields, except for Quantity, will be auto populated. 

      Screenshot showing the type drop-down

    2. Add your type and fill in other fields manually. Start entering a custom name in the free text field. 

      If you have selected an item but want to add a custom name instead, click Remove to delete the row and start typing in the free field. 


  8. Review the invoice and click Send 

As soon as your providers submit invoices with price mismatches, you can find these invoices using filters and catch discrepancies.