Skip to main content

Create a Snow Proposal ✔

Build a snow removal proposal step by step, adding customer, job, operation, and location details the right way.

In this article:

Create a Snow Proposal

🎥 Create a Snow Proposal Video

Snow Proposal Example

Create a Snow Proposal

  1. Create Proposal

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

    💡 The Job Name will carry over when renewing recurring services. We recommend keeping the Job Name generic by using the default options of Client/Company Name or Billing/Visit Location. We do not recommend including the year.​

  3. 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.

  4. Is this a one-off job or recurring?
    Select Recurring.

    ⚠️ On-Demand is a Recurring Job setup used when Visit dates, number of Visits, or exact line items aren't known ahead of time. See One-Off Job & Recurring Job for more.​

  5. 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 Snow Plowing throughout the winter months, so my Start date is November 1 and my end date is March 31.

  6. Do you invoice every visit or on a fixed schedule?
    Select Per Visit

  7. Visit Frequency
    ​​Select On-Demand, No visits generated at Job creation

    Example: Visits for crews are generated ad hoc after a job is created.

    ⚠️ A Visit must be generated before it shows in Jobs Management's Visit view for scheduling or assignment.

  8. Estimate

    Select +Add Item or +Add Item Group to add services, materials, labor etc. (snow plow, shovel, salt)

    1. Set each Occurrence to Unlimited

      • If you have a set number of services per contract, set Occurrence to TBD and enter number of services

    2. Actual & Billable

      💡To price by snowfall depth (for example, 1–3", 3–6", 6–9"), use Create a Snow Per Inch Proposal instead. That workflow uses Item Groups and quantities entered by crews.

  9. Go to Map & Notes
    Add Map pins & Notes for customers and team.

  10. Additional Options
    Add Discounts, or Prepay

    ⚠️ Prepay doesn't work with Unlimited visit occurrences. If you need Prepay, use a set number of occurrences instead of Unlimited.

    Before saving, confirm the proposal includes your snow terms and conditions, especially the service trigger (for example, snowfall depth) and when per visit work is billed.

  11. 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 snow removal estimating and scheduling tools, see the Snow Best Practices article. Use Generate Visits, not Add Visits, and keep the Job range to one year or less where possible.

🎥 Create a Snow 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.

Snow Proposal Example

Related Articles
Did this answer your question?