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:
Jobs
Create Proposal
or
1. Navigate to:
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:
Additional Resources:
- Photos & Map Images on Proposals
- How to Edit Document Templates
- Batch E-mail Proposals and Invoices
- Proposals - From Your Clients' Perspective
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