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Create a Retail Ground Cover Proposal

Create a retail ground cover proposal, adding materials and enabling customer pickup for over-the-counter orders.

Create a Retail Ground Cover Proposal

Create a Retail Ground Cover Proposal Video

Example Retail Ground Cover Proposal

Create a Retail Ground Cover Proposal

  1. Create Proposal
    ​

  2. Add Details
    ​Customer, Job Name, Operation, Visit Location
    ​

  3. Is this a one-off job or recurring?
    ​    Select One-Off
    ​

  4. Select Customer Pickup (if you no do not see this option, enable Pickup Jobs in settings: Admin > Account Settings > Search Account Settings > type "Pickup Jobs" > toggle setting to YES)

  5. Estimate
    ​    Select +Add Item or +Add Item Group to add materials
    ​

  6. Add Notes for customers and team.

  7. Additional Options
    Add Discounts, Deposits or Financing
    ​

  8. 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.

Create a Retail Ground Cover 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 Retail Ground Cover Proposal

Screenshot
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