Create GTC Proposal
- Create Proposal
- Add Details
Customer, Job Name, Operation, Visit Location
- Is this a one-off job or recurring?
- 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.
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.
- Go to Map & Notes
Add Map pins & Notes for customers and team.
- Additional Options
Add Discounts, Deposits or Financing.
- Select Save & Close
Create a GTC Proposal Video
Example GTC Proposal