Create an Irrigation or Turf Care Proposal

Create an Irrigation or Turf Care Proposal

Create an Irrigation Proposal Video

Example Irrigation Proposal

Create an Irrigation or Turf Care 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 services 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 (irrigation start up, irrigation monitoring, irrigation winterization), 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, Property Measurements & Notes for customers and team. 
   (Optional) Select Recalculate Quantities if using production rates
10. Additional Options
    Add Discounts or Prepay
    
11. Select Save & Close

For turf care estimating, scheduling and chemical tracking tools, see the Fertilization/ IPM/ Turf Care Best Practices article.

Build an Irrigation 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 Irrigation Proposal