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How To Create A Vendor Proposal From A Work Order

  1. Go to Work Orders page and click on the 3 dots to create a new Vendor Proposal
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  2. If the Work Order has multiple Trips, select one Trip before proceeding.
    Screenshot 2026-08-21 at 7.50.16 AM
  3. Enter Proposal details and Save the Vendor Proposal. 
    Screenshot 2026-08-21 at 7.52.10 AM

    This will bring you to the Work Order details page. The system will take you to the "Vendor Proposals" tab by default within the Work Order.
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