Create a PHC Proposal
Create a PHC Proposal Video
Example PHC Proposal
Create a PHC Proposal
- Create Proposal
- Add Details
Customer, Job Name, Operation, Visit Location
- 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?
Select 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 PHC 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
- Visit Frequency
Select On Demand
Example: Visits for crews are generated ad-hoc after a job is created.
- Estimate
Select +Add Item or +Add Item Group to add services, materials, 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 & Notes for customers and team.
- Additional Options
Add Discounts, or Prepay
- Select Save & Close
Create a PHC Proposal Video
Example PHC Proposal
Comments
Hi - Our standard IPM contract includes 5-7 monthly visits (depending on specific plant material/issues) plus a concentrated fall treatment (again, depending on plant material/observed issues). Our current practices would have the monthly visit item showing on one line and clarifying a quantity of 5-7 and a per-visit price of $X, followed by a total of quantity x unit price. In your example, you suggest taking that 1 line item and making it 5-7 individual line items that are all basically identical, except for the identification of "treatment #1", "treatment #2," etc. We also use a pre-set visit schedule that assigns 1 visit per month for all months that we anticipate visiting the property. Within the line item, we check off the visits that apply for each item during the job set up so that the visits set up with the correct item/pricing for each visit.
In terms of using the "On-Demand" function for the visits, what is the advantage/trade-off of using "on demand," rather than a set visit schedule when we know that the tech will be visiting the property monthly? It seems like setting up 5-7 individual items, rather than 1 item with a quantity of 5-7 makes the proposal and job setup a little more cluttered-looking, and can lead to confusion as to which item should be done on which visit, etc. I have been encouraged to check out the "on demand" visit functionality, so I'm just trying to understand how it can save us time or make the back-office processing of accepted proposals/completed visits easier. Thanks!
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