Proposals

Overview Proposals describe what you're offering to do for a prospect or a customer. Every proposal contains a single Service and zero or more Parts/Add Ons . Once you've created a Proposal, you can save it or send it to the contac...

Overview This article outlines key settings that impact every proposal you send to contacts. To control master settings for all proposals, navigate to Control Panel > Proposals .  This article will review: General S...

Overview On the Proposal Details page, there are many actions that you can take. These are listed at the top of the page: Or below the proposal:  This article will discuss some of the more common actions. It picks up after you have sent t...

Overview Templates are a time-saving way to generate Proposals and Projects for common services. Instead of manually copying a Proposal and reassigning it to a new customer, using a Template is faster and reduces errors. Proposal Templa...

Overview If you have a payment processor connected in your service minder  account, you can take deposits on your proposals and appointments. This article will review: Settings and Navigation Where Do Deposits Go? Moving ...

Overview Proposal Options gives you the ability to group detail lines together to give the contact options they can select. Detail Lines are grouped together with the same Option Name. As you add additional lines, you can start typing an option n...

Overview Use Proposal Bundling to combine multiple proposals into a single offer for a customer. This is used for scenarios where you want to present a "pick one of" type scenario to the customer. It's also a way to present multiple services to t...

Overview This page discusses built-in reporting specifically for proposals. If these reports do not include the information for strategic initiatives for specific KPIs, we do offer ways of exporting data outside of service minder  to data analysis ...

Overview Once a proposal is accepted, you can no longer edit it. If the customer wants to make changes, you can create a change order. A change order is just like a proposal but it's attached to the original proposal and labeled as a Change Order ...

Overview You can set up Terms & Conditions as well as Above the Fold text that will appear on the web view of your proposals. This allows you to customize your messaging as well as supply pertinent terms for the customers' approval. These fi...

Overview On a Proposal/Project you have the ability to track your costs, and therefore your profit  Margins,  by recording your   Materials, Labor, and Other expenses. It's critical for a business to measure its job profitability. Gross ...