Create a Design/Build Proposal

Create a Design/Build Proposal

Create a Design/Build Proposal Video

Example Design/Build Proposal 

Create a Design/Build 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 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.

6. Go to Map & Notes 
   Add Map pins & Notes for customers and team. 
7. (Optional) Enable Progress Billing 
   Manual Progress Billing 
   
8. Additional Options
   Add Discounts, Deposits or Financing
9. Select Save & Close

Build a Design/Build 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 Design/Build Proposal