In this article:
Create a Snow Proposal
- Create Proposal
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.
- 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 Snow Plowing throughout the winter months, so my Start date is November 1 and my end date is March 31.
- Do you invoice every visit or on a fixed schedule?
Select Per Visit
- Visit Frequency
Select On-Demand, No visits generated at Job creation
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. (snow plow, shovel, salt)
- Set each Occurrence to Unlimited
- If you have a set number of services per contract, set Occurrence to TBD and enter number of services
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.
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 Snow Proposal Video