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 maintenance proposals include mowing, edging, aerating, clean ups, fertilization or chemical applications.
1. In your CRM, search for a client or lead
2. Option A: Click on the client or lead
Click the + icon next to Proposals
💡Note: If the lead or client has no properties, click + Add property to enter an address.
Option B: Click on the ellipses (…) to the right of the client or lead record
Select “Create a proposal”
3. (Optional) Rename your proposal, otherwise you can do it later.
Click on Start
4. Add Maintenance items
Click on + Maintenance
Name your maintenance service. You can create a new service or select one from your favorites.
Choose your pricing unit, and select your service area. You can choose the pre-calculated options or you can manually input your own service area.
Click Add. You will return to the Proposal page.
💡Pro tip: Save this maintenance service for future use by selecting "Save to favorites"
5. Select a service area
You can choose one of the AI measured areas, or manually draw on the map
6. (Optional) Add materials to maintenance proposals
Click "+ Material" then select the type of material
7. Add more services, fees or discounts
Repeat the above process for each service you want to offer
Add fees or discounts by tapping on the "+ Fee or discount" button.
You can select to apply flat or percentage-based fees on top of all the services you have selected.
8. When done, go to Review and Send
Here, there are options for how the proposal will display.
Tap on Preview as customer in the top action bar to see your proposal before you send it.
Preview mode:
9. Send the proposal by email or copying a link to it.
Copying or sending a link to the proposal will publish it to the cloud, where it can be opened and viewed by any of your customers.
Please contact [email protected] if you need help or have questions.