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?
- 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.
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