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.💡 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💡Job Templates can prefill common items, pricing, and tags to speed up estimating. Property Measurements let you take square or linear foot measurements on the site map, and Production Rates can use those measurements to estimate budgeted materials and labor hours.
Go to Map & Notes
(Optional) If using Production Rates, apply a map measurement to a custom input, then select Recalculate Quantities to update estimated materials and labor.
(Optional) Enable Progress Billing - Manual Progress Billing
Manual Progress Billing invoices are created manually. Each invoice can include existing Job items, ad hoc items, or both, up to the Job total. If you use Visit Splitting, items from completed visits can prefill on the invoice.
Select Save & Close
Actual | Items or item groups marked Actual are visible to crews on work orders and show only the cost to your business. |
Billable | Items or item groups marked Billable are visible to customers on proposals and invoices and show only the price charged to the customer. |
💡For One-Off Design/Build work that takes more than one day, Visit Splitting can divide the job into phases (for example, Site Prep, Installation, and Clean Up) so each phase can be completed and billed separately.
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