1. Click on Proposal Templates from the Management menu.
2. Click on New Template
3. Enter a Template Name
This could be anything. For the example, I might have called this one:
"Production Rates - Interior Painting (Master Bedroom)"
4. Click on Start
5. Click on Add Area
6. Select Type and then click Next
7. Select Area
8. Click on Next
9. Make any required adjustments to the Area Details
10. Click on Next
11. Select Categories
12. Click on Next
13. Make any required adjustments to Substrates.
Note: You can adjust each individually, by clicking on the substrate name.
14. Click on Next
15. Review
16. Add Crew and/or Client Notes
Crew Notes: Visible only on the Work Order
Client Notes: Visible only on the Proposal
17. Click on Submit
18. Review newly added areas
19. Click on Add Optional Area
Repeat Steps 6 - 18
20. Review
In this example, we've added an Optional Area for: Master Bathroom
21. Click on Payments
22. Click on the Deposit amount digits.
Note: If you do not require a deposit, you can skip this step.
23. Enter the required deposit
Note: You can use the Type dropdown to switch to percentage (%) if you like.
The Waive Convenience Fee can be toggled ON, if you accept Stripe Online Payments, to waive this 2.9% fee. Or, leave it OFF and the Credit Card Processing Fee will be automatically calculated.*
*If you don't utilize Stripe, you can leave the toggle as is.
24. Example: Here we have set the deposit as 30%
25. Click on Save
26. Review
27. Click on Set Active
✅ Your new Production Rates Proposal Template will now be available for selection when you're ready to start your next client proposal.
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