Proposals

Create a proposal

Creates a proposal and returns its ID in the response. Once a proposal is created via API, an email is sent to the addressees listed in the notificationEmails parameter and a proposal appears in the ServiceChannel system. Use the response model of the GET /proposals/CheckProposalCreation method as a request model. <br />Note: To run the method, subscriber users should possess one or a combination of the following permissions and roles: Proposals: Create permission, * Proposals:Full Control* permission, Power User role, Power User Light role. When provider users are eligible to create proposals via UI, they can also create proposals via API. Find out more about creating a proposal in ServiceChannel University. <br /> Note: Custom proposal forms are not supported. <br />Example Request

        POST /proposals/CreateProposal 
        
        {
            "version": "1.0.0", 
            "subscriberId": 2014917243, 
            "providerId": 2000090505, 
            "locationId": 2016322567, 
            "tradeId": 90480, 
            "currency": "USD", 
            "proposalNumber": "pr57820456142079", 
            "description": "Motor Replacement", 
            "notificationEmails": "", 
            
            "costsIncurredToDate": [], 
            
            "materials": [
            {"description": "Motor Assembly Unit", "unit": "each", "qty": 1, "price": 1450.00}, 
            {"description": "Electrical Components Kit", "unit": "each", "qty": 1, "price": 180.50}, 
            { "description": "Fan Blade Component", "unit": "each", "qty": 1, "price": 320.75}, 
            { "description": "Capacitor Unit", "unit": "each", "qty": 1, "price": 95.25} 
            ],
            
            "materialsAnswer": "New", 
            
            "installationLabor": [
            {"description": "Regular Service Hours", "tech": 1, "hours": 10, "rate": 95.00}, 
            { "description": "Overtime Service Hours", "tech": 0, "hours": 0, "rate": 0}, 
            { "description": "Holiday Service Hours", "tech": 0, "hours": 0, "rate": 0}, 
            { "description": "Helper Standard Hours", "tech": 0, "hours": 0, "rate": 0}, 
            { "description": "Helper Overtime Hours", "tech": 0, "hours": 0, "rate": 0}, 
            { "description": "Helper Holiday Hours", "tech": 0, "hours": 0, "rate": 0}, 
            { "description": "External Labor Support", "tech": 0, "hours": 0, "rate": 0} 
            ], 
            
            "installationLaborFlatFeeLabor": 0, 
            
            "nonInstallationExpenses": {
                "travel": { "ofTrips": 2, "charge": 85.00}, 
                "fees": 0, 
                "nonInstallationLabor": 0
                }, 
                
            "nonInstallationExpensesOther": [], 
            
            "freight": 140.00, 
            "freightOther": [], 
            
            "tax": {
                "materialSalesTax": 0, 
                "installationLaborSalesTax": 0, 
                "nonInstallationExpensesSalesTax": 0, 
                "freightTax": 0
                }        
        }
post/proposals/CreateProposal

Request

Request body

SystemObject required

Response

A proposal is successfully created.

string required

Changes

No recorded changes to this operation across all 1 revision of this API.