Respond Link – Bid Request (Sears Facilities)

This lesson explains process to Place a Bid on a Service Order. All “Bid Requests” Service Order opportunities display on Respond link until they Expire OR Service Order is awarded to a Provider Firm.  You can Place a Bid, Place a Bid and Change Bid Expiration, Place a Bid and Request New Service Date & Time or Reject Service Order. Comments are available for Providers & Buyers to communicate about the Service Order, ask questions or share information. Buyer & all Providers that received Service Order opportunity can add, view, or reply to comments. Comments typically are entered during the time when Providers are determining if they are going to Accept Service Order (Respond link) OR during Bid process (Respond link).

1. When you login to ServiceLive, the Dashboard page will open.
2. Navigate to     link:
   • Click on    tab.
     
   • Click on the    link from left navigation panel.
   • Indicates the number of Service Orders that require action on    link.
     
3. Search Filters available on    link:
   Note:  This section explains how you can search and locate information on    link. You may select any one filter or multiple filters to narrow your search. All filters default to Select.
   • Market(s) Filter = Click on drop down arrow to display geographical Market filter choices. Click on appropriate market(s), then click outside of Market filter and Service Orders within the market selected will display.
   • Order Type Filter = Click on drop down arrow to display Order Type filter choices. Click on appropriate Service Order Status. Service Orders containing selected Status will display.
     • Exclusive Filter displays CAR (Conditionally Auto Routed) Service Orders.
     • Bid Request Filter displays Service Orders that are open for Bids.
   • Appointment Date Filter = Click on drop down arrow to display Service Order Appointment Date filter choices. Click on appropriate Service Order Appointment Date. Service Orders containing selected Appointment Dates will display.
   • To clear filter selections, click on    link.
     
4. Information categorically displayed within    link:
   Note: Service Orders display most current to oldest. Clicking on the  button in front of text (i.e. Service Location) in Title bar, allows you to change the displayed sort order or the grouping of Service Orders.
   • Date Received = Date a Service Order was received.
   • Order Type = Exclusive verses General
     • Exclusive Filter displays CAR (Conditionally Auto Routed) Service Orders.
     • Bid Request Filter displays Service Orders that are open for Bids.
   • Title/SO ID = Service Order information, which includes Title (Name) entered for Service Order and Service Order #.
   • Service Location = City, State, and Zip Code for Service Order visit.
   • Service Appointment = Date and Time Service Order is scheduled.
   • Product Availability = Company Name, Address and Time for product pick up (if applicable).
   • Provider(s) = Name of Service Provider that Service Order is routed to OR if there are multiple Service Provider in Provider Firm who are part of routing list. This will display as # Providers, or as Unassigned.
     Note: You can choose to assign or reassign a Service Provider to Orders at any time by clicking on the    or the    links listed under Provider category in Title bar and selecting Provider.
     
   • Flag = A visual reminder to follow up on Service Order in some way.
     Note: Click on flag symbol to highlight the Service Order and again to de-flag a Service Order.  When a Service Order is flagged, the flag will display as red.
   • Price = Maximum price determined by Buyer. You can Counter Offer price if allowed.
   • Action = Displays next action needed in lifecycle of Service Order.
     
5. Bid Requests Service Orders:
   • A Bid Request Service Order is indicated under Order Type column header.
   • Click on    button to review Bid Request details and take action.
   • OR click on the    symbol next to the Service Order Title link.
     
   • The line below Service Order will expand.
   • Title/SO ID = Service Order information, which includes Title (Name) entered for Service Order and Service Order #.
   • Posting Expiration = Expiration Date Firm establishes when submitting Bid Request Service Orders.
   • Provider(s) = Name of Service Provider that Service Order is routed to OR if there are multiple Service Provider in Provider Firm who are part of routing list. This will display as # Providers, or as Unassigned.
   • Your Bid = Displays Bid you submitted for Service Order. If you have not placed a bid yet, this will be blank.
   • Actions = Displays next action needed in lifecycle of Service Order.
   • Click on the Service Order Title link to view Service Order details and to Place Bid.
   • OR click on    button.
     
6. Information that displays on Summary tab:
   • Once you open Service Order, the Summary tab will display the following sections, which include detailed information that Buyer entered for this Service Order.
     • General Information
     • Scope of Work
     • Service Order Bids
     •  Comments
       • Add Comments
       • View Comments
       • Reply to Comments
     • Contact Information
     • Documents & Photos
       • Facilities-Overview-BID
       • Bid Proposal Template
     •  Parts
   • Providers should evaluate information for each Service Order before you Place a Bid, Place a Bid and Change Bid Expiration, Place a Bid and Request New Service Date & Time or Reject Service Order.
   • The next several steps in this lesson identify the sections/information that is important to review when determining if you want to Place a Bid or Reject Service Order.
     Note:  Click on   or   buttons to expand or collapse sections.
     
7. Summary tab – General Information section:
   • Appointment Date = Date and Time Buyer has requested Service Order to be completed.
   • Location = City, State, and Zip Code for Service visit.
   • Google Directions = Link to Google map from Provider Firm office to Service Location.
   • Overview = Details of what Buyer is requiring Provider to do for Service Order.
   • Buyer Terms & Conditions = The Terms & Conditions you agree to if you Accept Service Order.
     
8. Summary tab – Scope of Work section:
   • Task Comments – review this section to identify details of required work to be completed.
     
9. Summary Tab – Service Order Bids section:
   • This is information that will display on Summary tab PRIOR to Provider Placing a Bid.
     
   • This is information that will display AFTER Provider Places a Bid.
     
10. Summary Tab – Comments section:
    • Comments are available for Providers and Buyers to communicate about the Service Order, ask questions or share information.
      Note: Be aware that sharing contact information, names, etc. at this stage violates the Terms and Conditions of the marketplace.
    • Buyer and all Providers that receive Service Order can add, view, or reply to comments.
    • Comments typically are entered during the time when Providers are determining if they are going to Accept Service Order (Respond Link) OR during Bid process.
    • Access Comments section from main    link page by clicking on the     link next to    button and scroll down to Comments section.
      
    • AND/OR scroll down to Comments section.
    • To Add Comment, type Comment in box.
    • Click on    button.
    • To View Comment, scroll down in Comments section.
    • To Reply to Comment from another Provider or Buyer, click on    link.
      
    • Type appropriate reply or ask question in box.
    • Click on    button.
      
    • All Providers that have received this Service Order opportunity will see Comments and Replies.
      
11. Summary Tab – Documents & Photos section:
    • Scroll down past Contact Information section to Documents & Photos section.
    • Save and/or Print Facilities-Overview-BID document.
      Note:  Review to understand Bid submission process and associated timelines.
    • Save and/or Print Bid Proposal Template document to be used in Step 13 in this lesson.
      Note:  For instructions on how to save and/or print documents, refer to Print Paperwork lesson in Order Management course.
      
12. Summary Tab – Parts section:
    • Review to identify if there are Parts that require pick up and installation.
    • Review to identify pick-up location.
      
    • If no parts are required for pickup, Parts section will display with below information.
      
13. Instructions to Complete Bid Proposal:
    • Locate Bid Proposal Template document you saved on your computer in Step 11 earlier in this lesson.
    • Complete “Bid Proposal Template” by going to each section in red and typing your information over instructions. (Follow Bid Proposal Example in same document).
      Note:  Delete any extra numbers unnecessary for your Bid Proposal.
    • Copy information you completed in Bid Proposal Template section. (This will remain on your clipboard).
    • Paste completed information into an email and send to SearsFacilities@servicelive.com.
    • In subject line of email include your Provider # and Service Order # 123-4567-1234-11
      Example:    Subject:  Provider 12345 is submitting a Bid proposal for SO # 123-4567-1234-11.
      
    • You will also copy completed information into ServiceLive as explained in Step 13, 14 & 15 in this lesson.
14. Service Order Bid – Place a Bid:
    • Click radio button labeled “Fixed Price”.
    • Type appropriate dollar amount for Maximum Labor.
    • Type appropriate dollar amount for Maximum Materials if applicable.
      
    • OR click on radio button labeled “Hourly Rate”.
    • Type appropriate dollar amount for Hourly Rate.
    • Type appropriate amount for Maximum Hours.
    • Type appropriate dollar amount for Maximum Materials if applicable.
      
    • Copy Completed Bid Proposal Template from Step 12 in Comments with Bid box.
    • Click in checkbox in labeled “I accept the Terms & Conditions”.
    • Click on    button.
      
    • Summary tab will open and “Bid Submitted” message will display.
    • Scroll down on Summary tab to Service Order Bids section and your Bid Information will display.
      
    • If you are awarded Service Order, it will be located in    link.
    • If you are NOT awarded Service Order, it will be removed from your ServiceLive System.
15. Service Order Bid – Place a Bid and Change Bid Expiration:
    • You Place a Bid and Change Bid Expiration if you want your Bid to Expire different from Bid Expiration date Buyer set, possibly because of Service Pro capacity or material costs fluctuation.
    • You may change your Bid Expiration date, but this is NOT recommended.
    • Buyer will be evaluating Bids and by you decreasing Bid date Buyer might not have opportunity to evaluate your Bid.
    • Once your Bid expires you are not in running for Service Order opportunity.
      Note:  Request to Change Bid Expiration does not remove Bid opportunity from the Marketplace.  If another Provider Places a Bid, which is accepted by Buyer, Service Order will no longer be available on    link.
    • From main    link page, click on    button.
    • OR click on     button.
    • In expanded section, click on    button.
    • OR click Service Order title link.
      
    • Click radio button labeled “Fixed Price” on Service Order Bid on right side of screen.
    • Type appropriate dollar amount for Maximum Labor.
    • Type appropriate dollar amount for Maximum Materials if applicable.
      
    • OR click on radio button labeled “Hourly Rate”.
    • Type appropriate dollar amount for Hourly Rate.
    • Type appropriate amount for Maximum Hours.
    • Type appropriate dollar amount for Maximum Materials if applicable.
      
    • Click on checkbox labeled “Change Bid Expiration”.
    • Click on    button to display calendar and select appropriate choice.
    • Click on drop down arrow next to time and select appropriate choice.
    • Copy Completed Bid Proposal Template from Step 13 and paste in Comments Box.
    • Click in checkbox labeled “I accept the Terms & Conditions”.
    • Click on    button.
      
    • Summary tab will open and “Bid Submitted” message will display.
    • Scroll down on Summary tab to Service Order Bids section and your Bid Information will display.
    • In Service Order Bids section, Bid Expiration Change will also display.
      
    • If you are awarded Service Order, it will be located in    link.
    • If you are NOT awarded Service Order, it will be removed from your ServiceLive System.
16. Service Order Bid – Place a Bid and Request New Service Date & Time.
    • You can Place a Bid and Request New Service Date & Time if you are unable to complete Service Order within Service Date & Time.
      Note:  Place a Bid and Request for New Service Date & Time does not remove Bid opportunity from the Marketplace.  If another Provider Places a Bid, which is accepted by Buyer, Service Order will no longer be available on Bid Requests tab.
    • Click radio button labeled “Fixed Price”.
    • Type appropriate dollar amount for Maximum Labor.
    • Type appropriate dollar amount for Maximum Materials if applicable.
      
    • OR click on radio button labeled “Hourly Rate”.
    • Type appropriate dollar amount for Hourly Rate.
    • Type appropriate amount for Maximum Hours.
    • Type appropriate dollar amount for Maximum Materials if applicable.
      
    • Click on checkbox labeled “Request New Service Date & Time”.
    • Click on radio button labeled either “Specified Date” OR “Range”.
    • Click on    button to display calendar and select appropriate choice.
      Note: Click on second    button to select end date if you choose “Range”.
    • Click on drop down arrow next to time and select appropriate choice
      Note: Click on second drop down arrow next to time and select end time if you choose “Range”.
    • Copy Completed Bid Proposal Template from Step 12 in Comments Box.
    • Click in checkbox labeled “I accept the Terms & Conditions”.
    • Click on    button.
      
    • Summary tab will open and “Bid Submitted” message will display.
    • Scroll down on Summary tab to Service Order Bids section and your Bid Information will display.
    • In Service Order Bids section, New Service Date Request will also display.
      
    • If you are awarded Service Order, it will be located in    link.
    • If you are NOT awarded Service Order, it will be removed from your system.
17. Reject Service Order.
    • You should Reject Service Order if you are not interested in Placing a Bid.
      Note:  Once Provider has Rejected Service Order, you cannot change your mind and Place a Bid unless Buyer re-routes the same Service Order.  Once you Reject a Service Order, it is removed from your system.
    • When Service Order is open, locate Service Order Bid on right side of screen.
    • Click on    button.
      
    • OR Reject a Service Order from main    link page, click on    button.
    • OR click on the    symbol next to the Service Order title link.
    • Click on drop down arrow labeled  .
      Note: If you have Placed a Bid on a Service Order, instead of the    button, you will click on the drop down arrow labeled .
    • Click on    link.
      
    • Reject Service Order Screen will display.
    • Click on drop down arrow labeled “Reason Codes”.
    • Scroll down and select appropriate Reason Code choice.
      Note: Click on cancel button if you change your mind and do NOT want to Reject Service Order.
    • Click on    button.
      
      Note: If you Reject Service Order from Respond link, a message will appear at top of screen to confirm Service Order Rejection.    Otherwise you will not receive a confirmation message.
    • Service Order will automatically be removed from your ServiceLive system.