A proposal or estimate is a document that you send to a landscaping lead or client explaining what services you will perform and what prices you will charge. Examples of install services include pavers, patios, planted beds, retaining walls, plantings and many other design and build services.
1. In your CRM, search for a client or lead
2. Option 1: Tap on the client or lead
Scroll to the bottom and tap on "Create a proposal"
💡Note: if the client or lead doesn’t have any properties, tap the plus icon to input an address
3. Follow these steps to complete the install (build) proposal
Platform notes (iOS vs Android)
The steps are the same on iOS and Android
Please contact [email protected] if you need help or have questions.