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
- Convert a Lead to a Proposal from one of these pages:
My Day > Click Convert to Proposal Leads > Select Lead > Click Convert to Proposal - Learn how to create specific Proposals by Job type in the Create a Proposal Section in the SingleOps Help Center.
Create a New Proposal
- Create a new Proposal from one of these pages:
+ Create > from the drop down click Create Proposal Clients > Select Client > Select Add > Click Create Proposal or Use Template - Select a customer or Add New Customer
- Fill out Job Name and Operation type
- Learn how to create specific Proposals by Job type in the Create a Proposal Section in the SingleOps Help Center.
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