Create a Full Service Landscaping Proposal Group

Create a Full Service Landscaping Proposal Group

Create a Full Service Landscaping Proposal Group Video

Example Full Service Landscaping Proposal Group

Create a Full Service Landscaping Proposal Group

1. Create Proposal
   
2. Add Details
   Customer, Job Name, Operation, Visit Location
   
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. Apply Customer Billing Schedule (CMB)
   Select CMB, or add new CMB
   
5. Is this a one-off job or recurring?
   Select Recurring
   
6. Add Job Details
   Job details will vary based on service offering. 
7. Click Save & Create Proposal Group
8. Select Save & Create From Scratch or select an existing Job Template and click Save & Create Using Template
9. Change the Proposal Group Name
10. Apply Customer Billing Schedule (CMB) 
    Select CMB, or add new CMB
    Note: Choose the same CMB applied to first job in the group
11. Is this a one-off job or recurring?
    Select Recurring
    
12. Add Job Details
    Job details will vary based on service offering. 
13. Repeat steps 7-12 until all jobs/services are added, then select Save & Close

Create a Full Service Landscaping 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 Full Service Landscaping Proposal Group