Maps, photos and snippets help you make a proposal that shows your customer exactly what you'll do.
Open the proposal
Create an estimate, then select Generate proposal. See Creating a maintenance estimate from your CRM in the web app or Creating an install estimate from your CRM in the web app.
Add a map
Select + where you want the map, then select Map.
The Map Image window opens. Move and zoom the map to frame the property. Select the layers button in the bottom right to choose what to show:
Property boundary
Schematic
AI segments
Trees
Bushes / Shrubs
Install services
Maintenance services
Annotations
Select Insert. The map appears in the proposal exactly as it looks in the window.
đĄ Pro tip: Turn on Schematic to show a clean drawing of the property instead of the satellite photo.
To change the layers later, select the pencil on the map block.
đĄ The Map option only appears when the property has an address.
Add photos
Select +, then Image, and upload a photo from your computer. Use Layout to place a photo next to text in two or three columns.
Add a snippet
Select +, then Snippets, and choose a saved snippet, such as your warranty or a crew photo with a caption. You can create snippets in Favorites â Proposals.