Turning a Sold Project Proposal Into a ServiceTrade Job

Derek Torres
Derek Torres
  • Updated

ServiceTrade Jobs (Work Orders) allow you to manage the work your technicians do in the field. If you have a Project Proposal that was Quoted using ServiceTrade Deficiency that has been sold in NorthBoundary, you can easily turn that sold Project Proposal into a ServiceTrade Job.

This article will walk users through turning an approved Project Proposal in NorthBoundary. Click the following link if you want to learn how to Quoting a ServiceTrade Deficiency with a Project Proposal.

 

Turning an Approved Project Proposal Into a ServiceTrade Job

  1. In NorthBoundary, on the Navigation Bar, click Project Mgmt.
  2. On the Proposal List view, click on the relevant Project Proposal that was created from Deficiency.
    • This workflow only works for Projects created from Deficiencies.
  3. Click the Opportunity Tab.
  4. If the Opportunity has been Sold, a button that says Create ServiceTrade Job will appear. Click the button to start creating a ServiceTrade Job.
  5. One the Create ServiceTrade Job menu, select a Job Type and Service Line.
    • Purchase Order Number and Service Due Date are optional.
  6. Click Create Job. To create a ServiceTrade Job with a Service associated with the original deficiency.

Finding The Newly Created Job in ServiceTrade

  • You can navigate to the Location Page in ServiceTrade and then click to expand the Jobs accordion to view all Jobs for that location.
  • You can also use the Job List Search Page to find your newly created Job. Use the Sort by drop-down and search by 'Newest' or use the Location field to search for all Jobs at the Location on the Project Proposal.

Workflow Details

After you enter the Job Information and click Create Job, The Job will be created at the ServiceTrade Location associated with the ServiceTrade Deficiency or Deficiencies as Services on the Project Proposal.

Each Service on the Job will be associated with the ServiceTrade Deficiency.

The Job Status will be "new," and the Job Appointment will be "unscheduled."

The Service for this customer will be generated from the Deficiency that was used to create the Proposal. See Job, Service, Appointment, and Item Mapping for more details.

The NorthBoundary Worksheet or Worksheets parts will come over as ad hoc items on the ServiceTrade Job. Parts for each worksheet will be associated with the relevant service using ServiceTrade's Group by Service feature.

They will not be synced to your ServiceTrade items, and price and cost will not come over to the Job either. If Labor is provided in the worksheet, then each Labor Class will be added as ad-hoc job items in ServiceTrade with the name and quantity of each Labor Class. The labor class will not sync to existing labor item types in ServiceTrade. All of this information will have to be added manually:

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We recommend saving your Proposal and the Proposal Pricing Detail Report .pdfs and attaching it to the Job as an attachment visible "to only your company". This will help you reference the cost of the items on this job and what you plan to bill the customer.

The Job Owner in ServiceTrade will be the NorthBoundary Support user created during Implementation. You will need to change the Job Owner to the relevant ServiceTrade User,

Job, Service, Appointment, and Item Mapping

ServiceTrade Job

 

locationId

locationId from the Deficiency from which Project Proposal created

vendorId

API logged user companyId

customePo

PO Number input text box from Job creation popup.

name

NorthBoundary Project Proposal Name

status

“new”

ServiceTrade Appointment

 

jobId

jobId of ServiceTrade job created from the Project Proposal.

status

“unscheduled”

 

ServiceTrade ServiceRequest

 

jobId

jobId of ServiceTrade job created from the Project Proposal.

assetId                           

assetId from the Deficiency from which Project Proposal created.

locationId

locationId from the Deficiency from which Project Proposal created.

deficiencyId

deficiencyId from the Deficiency from which Project Proposal created.

description

Construct from Job Type from Job creation popup + NB Project Name.

serviceLineId

Service Line dropdown selection from Job creation popup.

windowStart

Service Due date input from Job creation popup.

windowEnd

Service Due date input from Job creation popup.

status

“open”

appointmentIds

Id of Appointment created in this job creation process.

ServiceTrade JobItem

 

jobId

jobId of ServiceTrade job created from the Project Proposal.

serviceLineId

Service Line dropdown selection from Job creation popup.

name

“Description” field from the Project Proposal Worksheet Line items.

quantity

“Quantity” field from the Project Proposal Worksheet Line items.

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