Overview
1. Find the Contact
- From the home screen, use the search bar to find the customer.Type their name and press Return or tap the blue magnifying glass icon.Select the contact’s name to open their Contact Details page.
2. Start the Proposal
- Tap the three-dot icon in the top right corner. Select Proposal from the menu.
3. Enter Proposal Details
- Tap the three blue dots next to "Select a Service". Choose a proposal template or manually select a service from the dropdown. Fill in details like description, quantity, base price, and rate. If using a template, parts will auto-populate.
4. Add Parts (If Needed)
- Tap Add, then search for the part.Set whether the part is internal or optional. Adjust quantity, unit price, and duration as needed.
5. Review Tax and Totals
Below the parts, review the subtotal, tax (if applicable), total, and duration.
6. Select Deposits and Payment Options
- In the Deposit section, set a percentage or flat rate deposit that you'd like to collect.
- If your organization offers payment plans, select one here.
7. Adjust Proposal Settings
- Edit the proposal title, duration, date, internal notes, and customer-facing notes.
8. Send or Save the Proposal
- Under Delivery, choose to send via email or text (two-way texting must be enabled).At the bottom of the page, select:
- Save & Send – Sends the proposal.
- Save – Saves without sending.
- My Schedule – Exits without saving.
Schedule From a Proposal
Once the proposal has been accepted, you can click the three dots in the top right corner and select Schedule.
On the next page, you will be able to review the contact information as well as the service and parts included from the proposal.
Click Add to add new parts (line items) to the appointment.
Select a Date and Timeframe for the appointment.
Select whether or not the appointment will be: Ad Hoc (scheduled manually, disregarding system scheduling settings) or Queued (penciled in for a date, knowing you need to come back later and schedule it for a time with a service agent).
Select any agent from the list of Available Slots. Filter by Service Agent using the search box in the orange bar.
Optionally, choose any additional agents that need to be on the appointment.
Select whether or not you want to schedule the appointment as Tentative.
Choose to send a confirmation email or text (if two-way-texting is enabled.
Click Schedule!
