Convert a proposal to a workorder

When you convert the proposal to a workorder, information from the proposal is copied over to the workorder but you can edit most of the information. You can select more than one proposal to convert to workorder on a quote.

When you have created a workorder for your accepted proposal, the proposal’s status is changed to Completed. The proposal is updated with a link to the workorder entry in the Workorder Center and the workorder has a link to the quote’s record in the Quotation Center.

  1. Open the quote.
  2. Click Actions > Convert to workorder. The Convert to workorder form opens.
  3. Select the proposals you want to convert.
  4. If applicable, select Transfer Attachments from the Proposals.
  5. For Additional Recipients:

    • Click CC or BCC to open the address book

      OR

    • Enter the emails in the text box separated by a comma.
  6. If applicable, select Additional Email Options.
  7. Add a message (Optional).
  8. Click Apply. A confirmation message opens.

  9. Click OK to go to the workorder or Cancel to close the message.

  10. Review the information that was copied to the workorder:

    • Subject
    • Due date
    • Services*
    • Service Attributes
    • Provider
    • MRC & NRC**
    • Site Address
    • Workorder Owner
    • Quote Number*
    • Quote Reference Number*
    • Vendor Proposal Number*
    • Expiration Date*
    • Proposal Comments*

    • Proposal Attachments

      * not available to edit.

      ** available to edit if the Provider Portal is not enabled.