Create Proposal
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Add Details: Customer, Job Name, Operation
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(Optional) Apply Customer Billing Schedule (CMB)
Select CMB, or add new CMB
​Example: In April we had 4 visits at $50 each, and in May we had 3 visits at $50 each. The customer will have one invoice generated for April for a total of $200, and one invoice generated in May for $150.
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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.
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Is this a one-off job or recurring?: Select Recurring
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Add Start Date & End Date
This will determine when the visit and invoice schedules start and end. Typically this will match your season.
​Example: We offer weekly mowing from April-September, so my Start date is April 1 and my end date is September 30.
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Do you invoice every visit or on a fixed schedule?: Select Per Visit
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Visit Frequency
Select Weekly, every X weeks, on X day of week
​Example: Visit is generated weekly, every 1 week, on Monday from start date to end date.
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How is this job estimated?
​Apply all items to each visit
This means work orders and invoices for each visit are generated with the same item(s). Use this when the same work will occur on each visit
​Example: Mowing happens on every visit.
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Estimate
Select +Add Item or +Add Item Group to add services, materials, labor etc.
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Billable vs Actual

Go to Map & Notes
Add Map pins, Property Measurements & Notes for customers and team.
(Optional) Select Recalculate Quantities if using production rates
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Additional Options

Select Save & Close