Create a Proposal

A Proposal is the second stage of the SingleOps Job Workflow. Also referred to as an estimate, quote, or bid, a Proposal is a billable scope of work presented to a Client for acceptance.

In this Article:

Convert Lead to Proposal

Create a New Proposal

 

Convert Lead to Proposal

  1. Convert a Lead to a Proposal from one of these pages:
    Screenshot My Day > Click Convert to Proposal
    mceclip0.png Leads > Select Lead > Click Convert to Proposal
  2. Learn how to create specific Proposals by Job type in the Create a Proposal Section in the SingleOps Help Center.

 

Create a New Proposal 

  1. Create a new Proposal from one of these pages:
    mceclip0.png Jobs > Click Create Proposal or Use Template
    Screenshot Clients > Select Client > Select Add > Click Create Proposal or Use Template
    Screenshot Homepage > Click +Create Lead, Proposal or Active Job
  2. Select or create the name of the Customer you would like to make a proposal for
  3. Fill out Job Name and Operation type
  4. Learn how to create specific Proposals by Job type in the Create a Proposal Section in the SingleOps Help Center.

 

 

 

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