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 
    Milestone Progress Billing  
  8. Additional Options
    Add Discounts, Deposits or Financing
  9. Select Save & Close

 

Build a Design/Build Proposal Video

 

Example Design/Build Proposal

Screenshot

 

 

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