A proposal or estimate is a document that you send to a landscaping lead or client explaining what services you will perform and what prices you will charge. Examples of maintenance proposals include mowing, edging, aerating, clean ups, fertilization or chemical applications.
1. In your CRM, search for a client or lead
2. Option A: Tap on the client or lead
Scroll to the bottom and tap on "Create a proposal"
💡Note: if the client or lead doesn’t have any properties, tap the plus icon to input an address.
Option B: Tap on the ellipses (…) to the right of the client or lead record
Select “Create a proposal”
