Creating an RFP

    There are two ways to create an RFP in ServiceChannel:

    1. Standalone: These RFPs are not tied to a work order. For example, you might create a standalone RFP if you know that you will need to replace something at a particular location or there is an upcoming special project. There is no work order in the system for the project.
    2. From a Work Order: These RFPs are connected to an existing work order.

    How to Create an RFP From an Existing Work Order

    1. Log in to ServiceChannel. The Track WO/PO page appears.
    2. Search for the work order you wish to create the RFP for.
    3. Click Create RFP on the Work Order page for the appropriate work order. The Create RFP page appears.
      Create RFP
    4. The location will be selected in Step 1: Location Selection of the Create RFP page. If you wish to change to a different location at this point, click Change Location and search for the new location. When you select the location, it will be updated on the RFP.
    5. The RFP number, time/date, your name, email address, P.O. Number, Work Order number and Trade will automatically populate the Step 2: Enter Request Specifications form. These are required fields.
    6. (Required) Enter a description for the contractor in the RFP Description text box. Include any important details such as size, square footage, etc. 
    7. The Due in time frame defaults to 48 hours. You can change this value if desired (e.g., if you need the response back within 12 hours, enter 12 in the Due in text box). The Due Date/Time field will update automatically depending on what is entered in Due in.
      Create RFP
    8. Click Next. The Step 3: Select Providers page appears, showing the list of approved contractors for your selected trade and location. You can select additional contractors at a later time, if required.
      Create RFP
    9. Check the box next to the contractors you wish to send a proposal.
    10. Click Submit My RFP. A confirmation that your RFP was sent will appear listing the contractors that have been notified about the RFP.
    11. (Optional) If you wish to attach a document, such as a photo, to the RFP, click Attach  Your Document. Browse to the file on your hard drive and then click Upload File.

     

    How to Create a Standalone RFP (Not Attached to a Work Order)

    1. Log in to ServiceChannel. The Track WO/PO page appears.
    2. Navigate to RFPs/Proposals > Create RFP.
    3. Click Create RFP. The Search by Location page appears.
    4. Search for the location[ link to Searching for Location] you wish to submit the RFP on. When found, click the Location ID of the location. The Create RFP page appears. Click Change Location to enter a different location.
    5. The RFP number, time/date, your name and email address, will automatically populate the Step 2: Enter Request Specifications form. These are required fields.
    6. (Required) Select a Trade from the drop-down. 
    7. (Required) Enter a description for the contractor in the RFP Description text box. Include any important details such as size, square footage, etc.
    8. The Due in time frame defaults to 48 hours. You can change this value if desired (e.g., if you need the response back within 12 hours, enter 12 in the Due in text box). The Due Date/Time field will update automatically depending on what is entered in Due in.
    9. Click Next. The Step 3: Select Providers page appears, showing the list of approved contractors for your selected trade and location. You can select additional contractors at a later time, if required.
    10. Check the box next to the contractors you wish to send a proposal.
    11. Click Submit My RFP. A confirmation that your RFP was sent will appear listing the contractors that have been notified about the RFP.
    12. (Optional) If you wish to attach a document, such as a photo, to the RFP, click Attach Your Document. Browse to the file on your hard drive and then click Upload File.