Create a Retail Ground Cover Proposal

Create a Retail Ground Cover Proposal

Create a Retail Ground Cover Proposal Video

Example Retail Ground Cover Proposal

Create a Retail Ground Cover Proposal

1. Create Proposal 
   
2. Add Details
   Customer, Job Name, Operation, Visit Location
   
3. Is this a one-off job or recurring?
   Select One-Off
   
4. Select Customer Pickup (if you no do not see this option, enable Pickup Jobs in settings: Admin > Account Settings > Search Account Settings > type "Pickup Jobs" > toggle setting to YES)
5. Estimate
   Select +Add Item or +Add Item Group to add materials
   

   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.

6. Add Notes for customers and team. 
7. Additional Options
   Add Discounts, Deposits or Financing
   
8. Select Save & Close

Create a Retail Ground Cover 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 Retail Ground Cover Proposal