Create a Snow Proposal

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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

 

Snow Proposal Example

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