In this article:
Create GTC Proposal
Add Details: Customer, Job Name, Operation, Visit Location
Is this a one-off job or recurring? Select One-Off
Add Location
Enter address in Visit Location field, address options will populate to select.⚠️ Note: If visit address is the same as the billing address, select 'Use Billable Location' to fill in address.
Estimate
Select +Add Item or +Add Item Group to add services (tree removal, stump grinding, pruning), materials, labor etc.
Select Save & Close
Actual vs Billable
Actual | Items/item groups marked 'Actual' will be visible to crews on work orders. Only costs (what a service costs your business) will be available. |
Billable | Items/item groups marked 'Billable' will be visible to customers on proposals and invoices. Only prices (what you charge a customer) will be available. |
Create a GTC Proposal Video
*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.
Example GTC Proposal