Create a Proposal/ServiceTrade Job from Multiple Deficiencies and New Project Proposal Price Fillable Field (Nov 29th, 2023)

Derek Torres
Derek Torres
  • Updated

Today's release sees the following additions to the NorthBoundary Office App:

  • If you have the ServiceTrade + NorthBoundary Data Exchange, you will now have the ability to create a Project Proposal for multiple deficiencies for the same Work Location.
  • There is a new project proposal fillable field for Project Sell Price.

Create a Project Proposal and ServiceTrade Job for Multiple Deficiencies

If you have the ServiceTrade + NorthBoundary Data Exchange, you will now have the ability to create a Project Proposal for multiple deficiencies for the same Work Location.

You can also push the sold Project to ServiceTrade as a Job, and all of the deficiency information will carry over.

To learn more click the following articles:

The video below will walk you through this new feature update

 

New Project Proposal Fillable Field

We added a new fillable field (tag) called Project Sell Price: <<ProjectSellPrice>>

This can be used for Project Proposals, Reports, and Service Repair Document Print.

This tag will replace the fillable field (tag) with Project Sell Price and if Price is overridden, then it will replace the field with Override Sell Price.

Note: This new field uses the same info as {{Price}} fillable field (tag) in the Proposal Section Template.

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