Creating and Managing Maintenance Proposals

Derek Torres
Derek Torres
  • Updated

In NorthBoundary, you can easily create Maintenance Proposals.

This article will walk you through creating and copying Maintenance Proposals.

 

Creating New Maintenance Proposals

  1. On the Navigation Bar, click Maintenance Mgmt.
  2. Click the + New button. This will open the Job Setup Info Menu.
  3. Enter the Site Info.
    Site_Info.png
    • Job Name - Enter the name of the Maintenance Proposal.
    • Market Type - Select from a drop-down list the market type. Selecting this will autofill some other fields, but those fields can still be edited.
    • Location Pricing Factors - Select from the drop-down list the location pricing factors. This will determine your margins and labor costs.
    • One-Way Miles to Site - Select the distance from your Office to the site location.
    • Sales Consultant - This will default to the user creating the Maintenance Proposals. You can select another Sales User.
    • Monthly Operating Hours - This will auto-fill based on Market Type but can be changed here.
    • Average Asset Installed Year - Click the Age button and select the average age of assets at this location.
    • Average Speed - Here, you can select the average speed your team travels at to this location.
  4. Enter the Customer & Site Info.
    Customer___Site_Info.png
    • Customer - Here, you will select or create the Customer whom you are creating a Proposal for.
      • You can select an existing customer by clicking the Select Customer button. This will open the Choose Customer Menu, where you can search and select from a list of your customers.
        Choose_Customer.png
      • You can add a new customer by clicking the + New Customer button. This will open the Add Customer Menu. Enter the customer info and click Save. Please take a look at the following article for more information on Creating Customers in NorthBoundary.
      • You can select an existing contact from the Contact drop-down list.
      • To create a new contact, click the + New Contact button. Add Contact info and click Save.
    • Work Location - Here, you can select or create the work location where you plan to perform the work you propose for this customer.
      • You can select an existing work location by clicking the Select Location button. This will open the Choose Customer Menu, where you can search and select from a list of your customers.
      • You can add a new customer by clicking the + New Location button. This will open the Add Customer Menu. Enter the customer info and click Save. If you want this Work Location to be associated with the Customer, be sure to check to select Is Work Location and select the Parent Customer from the drop-down list.
        Screenshot_2023-04-24_at_11.45.17_AM.png
      • You can select an existing contact from the Contact drop-down list.
      • To create a new contact, click the + New Contact button. Add Contact info and click Save.
    • The Status will be preset to Active.
  5. Click Save when done.

This will create a new Maintenance Proposal with an associated Opportunity preset to the stage 'Opportunity.'

Copying a Maintenance Proposal

Sometimes you want to copy all the customer, asset, and pricing information for an existing Maintenance Proposal into a new one.

  1. On the Navigation Bar, click Maintenance Mgmt.
  2. Click the Copy button. This will open the Copy Job Menu.
    Screenshot_2023-04-24_at_2.39.56_PM.png
  3. Select the proposal you want to copy from the Select Job drop-down.
  4. Click Copy.
    Copy_Job_Menu.png

This will create a new Maintenance Proposal with most information copied from the selected proposal. This includes the following:

  • All the Job Site Information.
  • All of the Asset information.
  • All of the Service Pricing information.
  • An associated Opportunity will be created in the stage 'Opportunity.' No additional information or activity will be copied to the Opportunity.
  • All ProposalPlanning, and Condition Assessment information will not be copied and will need to be setup manually.

Deleting a Maintenance Proposal

  1. On the Navigation Bar, click Maintenance Mgmt.
  2. Search and select the relevant Maintenance Proposal.
  3. Click the Job Setup Info tab.
  4. Click the Delete button at the bottom right.
    Screenshot 2023-12-20 at 4.08.54 PM.png

Video Walkthrough

The following video will quickly walk you through Pricing and Proposing a Maintenance Agreement:

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