How to 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. Follow the steps below to create a Proposal:

1. If skipping the Lead stage, navigate to your Jobs module & select Create Proposal 
   
   or
   
   Navigate to a Lead & select Convert to Proposal
   
   Note: A Lead can be converted to a Proposal from the Leads page, My Day page, or Calendar page
   
   
2. 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
   
   
3. Scroll to the estimate table & select Add an Item or Add Item Group
   
   
   
   
4.  Enter the Item details & determine the Proposal Level 
   
   
5. Enter Job Notes
   
   
6. Update Additional Options, as needed
   
   
7. Select Update & Close 
   
   

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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