Create a Design/Build 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 Group to add services
(Optional) Enable Progress Billing
Manual Progress Billing
Select Save & Close
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. |
For Design Build/Install estimating, scheduling, and invoicing tools and best practices, see the Design Build/Install Best Practices article.
Build a Design/Build 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 Design/Build Proposal