Proposal Groups

Proposal Groups are a tool for combining two or more Proposals onto one Proposal document for your Client. This feature is perfect for providing a bid which includes multiple services for one client, or for quick upselling opportunities in the field. Prior to Proposal Groups, Contracts were the only way to include more than one Job's work on a single Proposal Document. *Note that Progress Billing does not work with Proposal Groups.

The Proposal Group feature is not enabled on all accounts by default. If you are interested in using Proposal Groups, please contact support@singleops.com and a Support Specialist will enable this feature on your account!

In this article:

How Proposal Groups work
When to Use Proposal Groups
Create a Proposal Group
Edit a Proposal Group
Accept a Proposal Group
View Proposal Groups
Revert Accepted Proposal Groups
Remove Proposals from the Group
Undo a Proposal Group
Proposal Group Numbers
Reporting

How Proposal Groups Work

Proposals are created and grouped together during the Proposal Stage in SingleOps using new Proposal Group functionality (described in more detail below). Proposal Groups can include both One-off and Recurring Jobs for a single location. Once the Proposal Group is accepted by a Client or internally, the Jobs included in the Group are moved into the Active Stage as separate Jobs. From this point onward (through the Active, Completed, and Approved stages), these Jobs are no longer grouped, and function the same as all other Jobs in SingleOps.

When to Use Proposal Groups

Create a Proposal Group

1. Create a new Proposal (the first of the Proposals you want to include in the Group).
   *Note: For Job Notes to display on the Proposal, they need to be located in Notes section of the Job in the Proposal Group with the lowest Reference number.
2. Complete the Proposal as desired.
3. From this page, there are two buttons which will Create a Proposal.
   • Option 1: Right below the Items Table, click the + Proposal Group button
     
   • Option 2: At the bottom of the New Proposal page, click the Save and Create Proposal Group button
     
4. In the Create a Proposal Group window, name this Proposal Group (this will default to the first Job's name).
5. Create the next Proposal in this Proposal Group. Either select the desired Job Template and click Save & Create Using Template (recommended) or Save & Create From Scratch
6. Complete the Proposal for the second Job, then select Save & Close to save the Proposal and add to Proposal Group.
7. To add additional Proposals to the Group, continue steps 3-6. When finished, click Save.
8. To add additional Proposals to a Proposal Group after it's been saved:
   1. Navigate to Jobs > Proposals
   2. Click the Job number button to drop open Job details
   3. At the bottom, click the + Add Job button
      

*Note: Deposits & Prepay are not supported on Proposal Groups

Edit a Proposal Group

On the Create a Proposal Page, click the Edit Job button next to the Job you would like to go back to and edit.
*Note: Clicking Edit Job on another Proposal will cause the current Job Proposal to save in its current state before switching to the next Job Proposal. 

Accept the Proposal Group

Proposal Groups can be accepted by Customers or internally in the same manner as other Proposals. Proposal Groups display as shown below. Follow this link to more information on Options Proposals.

Proposal Group Without Options Proposal	Proposal Group With Options Proposal

Once the document is Accepted, the included Jobs will move from the Proposal stage to the Active Stage, and be assigned unique Job numbers which differ from the Proposal Group number.

Each Job's expanded detail page will also contain a banner indicating it was tied to a Proposal Group.

View Proposal Groups

To find all Proposal Groups in one location:

1. Navigate to the Job Management page's Proposals tab.
   
   By default, all Proposal Groups and individual Jobs in the Proposal Stage will be included here. *Note: The individual Jobs in the Proposal Group will only be visible from within the Proposal Group on the Proposals page until the Jobs are accepted and moved to the Active stage where they can be searched and viewed individually outside of the Proposal Group
2. Click the Filters button at the top of the page.
   1. At the bottom of the filtering options are a set of Job-type related buttons. In this section, deselect Recurring Jobs and One-Off Jobs

Proposal Groups will now display. For more information about Proposal Group statuses, see the Proposal / Proposal Group Statuses article.

Revert Accepted Proposal Groups

If a Group is accepted, then needs to be moved back to the Proposal Stage,

1. Navigate to that Active Job's page
2. Drop down the Job info by clicking on the Job Number
3. Click Unaccept Proposal
4. Confirm by clicking OK. 

Remove Proposals from the Group

If you need to remove one or more Proposals from a Proposal Group:

1. Go to the Proposal Group on the Proposals page.
2. Click the Job number to expand the Proposal Group information.
3. Next to the Proposal you would like to remove, click Remove then select Remove from Proposal Group from the drop down.

Undo a Proposal Group

To Retain the Jobs in the Proposal Group, but Delete the Grouping itself:

1. Go to the Proposal Group on the Proposals page.
2. Click the Job number to expand the Proposal Group information.
3. Select Delete
4. In the popup window, either Delete Proposal Group & Job (delete the Group and all Jobs within it) or Delete Proposal Group & Keep Job (delete only the Group itself which retaining the Jobs as Individual Proposals)

Proposal Group Numbers

The numbering system for Proposal Groups differs from that of regular Jobs. During the Proposal stage, when these three Jobs' Proposals are grouped together, the Proposal Group is assigned a number based on the sequential Job numbering system.

The individual Jobs are assigned their own number as well, but these are not used for reporting and Job management until the Proposal Group is accepted and the Jobs move into the Active Stage. Until then, the individual Jobs are "nested" within the Proposal Group. Individual Job numbers can be accessed through global search in all stages.

Example: Numbering for Proposal Groups and Jobs:

1. Proposal Group #785 is created for Client: Juan Martinez.
   It includes three Jobs: PHC, Mowing, and Tree Removal.
   At this point, all three of the Jobs are included in the Proposal Group, which is numbered #785 (numbers are generated by SingleOps, just like with Jobs, CMBs, etc.), but are assigned their own numbers based on the current Job numbering system. Because the most recent Job created prior to this Proposal Group's acceptance was #793, these three Jobs will be numbered #794, #795, and #796 for the remaining Job Stages.
2. Juan accepts the Proposal Group #785. 
3. The three Jobs included in the Proposal Group move to the Active Stage, and each uses its number assigned in step 1.

Please note, this is only an example, and not all Proposal Groups and Jobs will follow this exact sequence. If Proposals were created, then added to a Proposal Group later, accepted Proposal Group Jobs may have a Job number which is less than the Proposal Group number.

Reporting

For the purpose of Reports, Proposal Groups will appear: