Create a PHC Proposal

Create a PHC Proposal

Create a PHC Proposal Video

Example PHC Proposal

Create a PHC Proposal Mid Year

Create a PHC Proposal Mid Year Video

Create a PHC Proposal

1. Create Proposal 
   
2. Add Details: Customer, Job Name, Operation, Visit Location
   *Note: The Job Name will carry over when renewing recurring services. We recommend keeping the Job Name generic by using the default options of Client/Company Name or Billing/Visit Location. We do not recommend including the year.
3. Add Location 
   Enter address in Visit Location field, address options will populate to select. 
   Note: If visit address is the same as the billing address, select 'Use Billable Location' to fill in address.
4. Is this a one-off job or recurring?
   Select Recurring
   
5. Add Start Date & End Date
   This will determine when the visit and invoice schedules start and end. Typically this will match your season.
   Example: We offer PHC treatments across a full calendar year, so my Start date is January 1 and my end date is December 31.
   
6. Do you invoice every visit or on a fixed schedule?
   Select Per Visit
7. Visit Frequency
   Select Custom and add visit schedule
   Example: Custom visits generated based on the number entered per month
   E.g. “1” is entered under June, July and August. Three visits generated for crews.
8. Estimate
   Select +Add Item or +Add Item Group to add services, materials, labor etc.

   Actual	Items/item groups marked 'Actual' will be visible to crews on work orders. Only costs (what a service costs your business) will be available.
   Billable	Items/item groups marked 'Billable' will be visible to customers on proposals and invoices. Only prices (what you charge a customer) will be available.

9. Go to Map & Notes 
   Add Map pins & Notes for customers and team. 
10. Additional Options
    
    • Check the box Eligible for Renewal
    • Add Discounts, or Prepay
      
11. Select Save & Close

For PHC daily workflow, estimating, scheduling & chemical tracking tools, reporting and more see the PHC Best Practices article.

Create a PHC Proposal Video

*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.

Example PHC Proposal

Create a PHC Proposal Mid Year

A "mid year" PHC proposal is a PHC proposal created after the first round of treatment was supposed to start according to your annual treatment plan. Follow the steps below to ensure you are set up correctly for renewing the following year.

To Create the Proposal 

This can be done one of two ways:

1. Create a PHC Proposal using steps outlined above. 
2. For any treatment that will not take place in the current year, set the Occurrence(s) to 'Visit TBD' and enter a 1.
   *Note: This allows you to batch renew for the next year, but it will not generate as a Visit.
3. Set the rest of the upcoming Visits to their correlating month. E.g. 'Visit 2 May - TBD'
4. When finished, Save & Close

OR

1. Create a PHC Proposal using steps outlined above. 
2. Make any treatment that will not take place in the current year non-billable & non-actual
3. Use a Tag to flag the Job to remind the user that the Job will need to be updated once it is renewed.
   *Note: "Updated" = marking those Items as Billable & Actual in the new year.
4. When finished, Save & Close

When Batch Renewing Jobs 

1. Navigate to Jobs > Batch Renew
2. Follow steps to batch renew recurring jobs. 
3. On the Confirm Renewal window, adjust NEW START DATE and NEW END DATE to the full upcoming calendar year (Jan 1, YYYY - Dec 31, YYYY).
4. Click Confirm

Create a PHC Proposal Mid Year Video

*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.