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
   
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 On Demand
   Example: Visits for crews are generated ad-hoc after a job is created.
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
    Add Discounts or Prepay
    
11. Select Save & Close

Create a Lawn Care Proposal Video

Example Lawn Care Proposal