Create a Recurring Maintenance Proposal

Create a Recurring Maintenance Proposal

Create a Recurring Maintenance Video

Example Recurring Maintenance Proposal

Create a Recurring Maintenance Proposal

1. Create Proposal 
   
2. Add Details
   Customer, Job Name, Operation
   
3. (Optional) Apply Customer Billing Schedule (CMB)
   Select CMB, or add new CMB
   Example: In April we had 4 visits at $50 each, and in May we had 3 visits at $50 each. The customer will have one invoice generated for April for a total of $200, and one invoice generated in May for $150.
   
4. 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.
5. Is this a one-off job or recurring?
   Select Recurring
   
6. 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 weekly mowing from April-September, so my Start date is April 1 and my end date is September 30.
   
7. Do you invoice every visit or on a fixed schedule?
   Select Per Visit
   
8. Visit Frequency
   Select Weekly, every X weeks, on X day of week
   Example: Visit is generated weekly, every 1 week, on Monday from start date to end date.
   
9. How is this job estimated?
   Per visit
   This means work orders and invoices for each visit are generated with the same item(s). Use this when the same work will occur on each visit
   Example: Mowing happens on every visit. 
   
10. 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.

11. Go to Map & Notes 
    Add Map pins, Property Measurements & Notes for customers and team. 
    (Optional) Select Recalculate Quantities if using production rates
    
12. Additional Options
    
    • Check the box Eligible for Renewal
    • Add Discounts, or Prepay
      
13. Select Save & Close

Create a Recurring Maintenance 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 Recurring Maintenance Proposal