Add a map of the property, photos, headings, text and saved snippets to make your proposal clearer for your customer.
Add content to the proposal
Open the estimate and tap Generate proposal. Tap + where you want to add content.
Add to the proposal lists what you can add:
Heading, Text, Divider, Spacer and Layout
Services & Pricing block
Upload Image to add a photo from your device
Saved Snippet to add text or images you saved in Favorites
Under Images from notes, you can also pick the property map or a photo from your property notes.
Add a map
Under Images from notes, tap the map. Pinch with two fingers to zoom in or out until the map shows what you want, then tap Insert.
To choose what the map shows, tap the layers button at the bottom right. In Map Settings, turn layers on or off, such as Property boundary, AI segments, Trees, Install services, Maintenance services and Annotations.
To change the proposal's layout and order, see Editing your proposal in the mobile app.
Please contact [email protected] if you need help or have questions.