Create a General Tree Care Proposal

Create GTC Proposal

Create GTC Proposal Video 

Example GTC Proposal

 

Create GTC Proposal

  1. Create Proposal 
  2. Add Details
    Customer, Job Name, Operation, Visit Location
  3. Is this a one-off job or recurring?
    Select One-Off
  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. Estimate
    Select +Add Item or +Add Item Group to add services (tree removal, stump grinding, pruning), 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. 
  6. Go to Map & Notes 
    Add Map pins & Notes for customers and team. 
  7. Additional Options
    Add Discounts, Deposits or Financing.
  8. Select Save & Close

 

Create a GTC Proposal Video

 

Example GTC Proposal

Screenshot

 

 

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