Create a Lawn Care Proposal
- Create Proposal
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.
- 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.
Is this a one-off job or recurring?
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.
- Do you invoice every visit or on a fixed schedule?
Select Per Visit
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.
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.
Go to Map & Notes
Add Map pins, Property Measurements & Notes for customers and team.
(Optional) Select Recalculate Quantities if using production rates
- Select Save & Close
Create a Lawn Care Proposal Video
Example Lawn Care Proposal