Create a Snow Proposal

In this article:

Create a Snow Proposal

Create a Snow Proposal Video

Snow Proposal Example

Create a Snow 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 Snow Plowing throughout the winter months, so my Start date is November 1 and my end date is March 31.
6. Do you invoice every visit or on a fixed schedule?
   Select Per Visit
7. Visit Frequency
   Select On-Demand, No visits generated at Job creation
   Example: Visits for crews are generated ad-hoc after a job is created.
8. Estimate
   1. Select +Add Item or +Add Item Group to add services, materials, labor etc. (snow plow, shovel, salt)
   2. Set each Occurrence to Unlimited 
      • If you have a set number of services per contract, set Occurrence to TBD and enter number of services
   3. Actual & Billable
      

      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 & Notes for customers and team. 
10. Additional Options
    Add Discounts, or Prepay
11. Select Save & Close

Create a Snow 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.

Snow Proposal Example