Create a Recurring Maintenance Proposal
- Create Proposal
- Add Details
Customer, Job Name, Operation
- (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.
- 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.
- Is this a one-off job or recurring?
- 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.
- Do you invoice every visit or on a fixed schedule?
Select Per Visit
- 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.
- How is this job estimated?
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.
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.
- Go to Map & Notes
Add Map pins, Property Measurements & Notes for customers and team.
(Optional) Select Recalculate Quantities if using production rates
- Additional Options
Add Discounts, or Prepay
- Select Save & Close
Create a Recurring Maintenance Proposal Video
Example Recurring Maintenance Proposal