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.
