Proposals can be created by using various methods. You can create a proposal while in the Service Order Screen or you can create a proposal from the Customer Maintenance screen.
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Creating a Proposal from a Service Order
Creating a Proposal from a Service Order gives the ability to enter items that will be used to complete the Service Order and provide the customer with a cost estimate.
While on the Service Order screen, highlight the Service Order# an...
Creating a Proposal from the Customer Screen
Select the Customer from the Customer Maintenance screen.
Choose Proposals .
If a Proposal already exists for this customer, it will be present on the Proposal screen.
Select Create to create a new Proposal. If this is the f...
Invoicing a Proposal
Once a Proposal has been created and the work has been completed, the customer can be invoiced directly from the Proposal.
Select the Proposal from either the Customer Maintenance screen or by selecting Proposals from the Service Orde...