Front Office: Proposals

113 views April 17, 2017 jpajaro 0

Front Office: Proposals


Proposals module

The Proposals module menu consists of the following item:

Proposals (PP.PP) – View, create and edit proposals.

The Proposals grid is a non-editable listing of all proposals drafted, waiting for acceptance, or loss.

Proposals are plans for service requested by the customer and can easily be converted into a Work Order when approved.

The Proposals screen includes a tab for “Proposal Revision History”. This records when any changes were made to a proposal, who made them, and any comments about  it.

By selecting the “Show Awarded Proposals” box above the grid, you can see the details of any current Work Orders that were created as proposals:


Proposals screen