1. First, head to the Dispatch Board or Customer screen and begin creating a Work Order for a customer.
2. On the Work Order creation screen, check the box labeled Enable ProposalPro and select an applicable Sales Rep.
3. Fill out any additional information for this work order and click Save.
4. Once saved, head to the Quote micro-dashboard on the work order.
5. From here click the Create with ProposalPro link to be navigated to the ProposalPro login screen (login to Proposal Pro via the SALES REP level access. NOTE: the proposal will not link back to FE if the admin level is used!!),.
6. Once logged in select the applicable template from your list of created templates.
7. From the template, verify the items that will make up each option of the proposal. Make any adjustments if needed and click Save/Email/Print.
Note: Users must email any proposals from the ProposalPro website. This will sync with FieldEdge and mark that the quote has been emailed.
8. Once the customer has decided on an option, they can accept the proposal from the online portal or you can manually accept the proposal from the ProposalPro website.
9. Now that an option has been accepted, you'll see it has been accepted on the FieldEdge quote as well. Now you can convert the quote into a job or schedule the quote to be finished like you would with any other quote in FieldEdge.
Note: Any changes before scheduling the accepted quote must be done from the ProposalPro website.
At this point, the quote has been scheduled and it's ready to be completed by your technicians. Repeat these steps for any additional proposals you may need to create.
Important Note
The Proposal Pro + FieldEdge integration will only function when a Sales Rep–level user is logged into from the FieldEdge work order. Additionally the FieldEdge Username and Biz Pro Login must EXACTLY match!
If a Company Admin login is used, the proposal will not link back to the FieldEdge work order.