Create a Lawn Care Proposal

Create a Lawn Care Proposal

Create a Lawn Care Proposal Video

Example Lawn Care Proposal

 

Create a Lawn Care Proposal

  1. Create Proposal 
  2. Add Details: Customer, Job Name, Operation, Visit Location
    *Note: The Job Name will carry over when renewing recurring services. We recommend keeping the Job Name generic by using the default options of Client/Company Name or Billing/Visit Location. We do not recommend including the year.
  3. 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.
  4. Is this a one-off job or recurring?
    Select Recurring
  5. Add Start Date & End Date
    This will determine when the visit and invoice schedules start and end. Typically this will match your season.
    Example: We offer treatments across a full calendar year, so my Start date is January 1 and my end date is December 31.

  6. Do you invoice every visit or on a fixed schedule?
    Select Per Visit
  7. Visit Frequency
    Select
    Custom and add visit schedule
    Example: Custom, visits generated based on the number entered per month
    E.g. “1” is entered under June, July and August. Three visits generated for crews.
  8. Estimate
    Select +Add Item or +Add Item Group to add services (turf care), materials (fertilizer), 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. 
  9. Go to Map & Notes 
    Add Map pins, Property Measurements & Notes for customers and team. 
    (Optional) Select Recalculate Quantities if using production rates
  10. Additional Options
  11. Select Save & Close

 

Create a Lawn Care Proposal Video

 

Example Lawn Care Proposal

Screenshot

 

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