Create a Proposal

Introduction

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.

Table of Contents

I. How to Create a Proposal

- Navigation & Set-Up

- Navigation Example

- Additional Resources

 

I. How to Create a Proposal

 

Navigation & Set-Up

1. (If skipping the Lead stage), navigate to:

          mceclip0.png Jobs

                  Create Proposal 

or

1. Navigate to:

         mceclip2.png Jobs >

                 Leads

2. Select the name of the lead you would like to make a proposal for

3. Click Convert to Proposal
*Note: A Lead can be converted to a Proposal from the Leads page, My Day page, or Calendar page

4. Determine if the Job is a one-off (a Job with one visit) or recurring (a Job with more than one visit)
*Note: Follow this link for more information on how to set up a recurring Job

5. Scroll to the estimate table & select Add an Item or Add Item Group

6. Enter the Item details & determine the Proposal Level 

7. Enter Job Notes

8. Update Additional Options, as needed

9. Select Update & Close 

 

Navigation Example:


Screen_Recording_2021-08-05_at_12.39.59_PM.gif

 

Additional Resources: 

  1.  
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