Create a Design/Build 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 Group to add services
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.
- (Optional) Enable Progress Billing
Manual Progress Billing
Milestone Progress Billing
- Additional Options
Add Discounts, Deposits or Financing
- Select Save & Close
Build a Design/Build Proposal Video
Example Design/Build Proposal