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 


    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: 

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