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Creating Proposals, RFPs, and Invoices from the List View

Creating Proposals, RFPs, and Invoices from the List View

On the List View, you can access the Proposals Module and the Invoices Module to continue your facilities work. Locate the desired work order to access More.

Inside More

Inside the More button, you will see additional actions. Based on your permissions and the work order status, you may see the following:

  • On Open and In Progress work orders, More contains links to create Proposals/RFPs and linked work orders.
  • On Completed work orders not yet invoiced, More contains links to create an Invoice and linked work orders.

Once a work order is invoiced, you can only use More to link service requests.