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
    
    • Check the box Eligible for Renewal
    • Add Discounts, or Prepay
      
11. Select Save & Close

Create a Lawn Care 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 Lawn Care Proposal