Step 1: Select your customer whose proposal is ready to be converted into a project. You can use the “Roof” tab above the customer list to filter your roofing customers
Step 2: Click the “View Details” button to view the proposal.
Step 3: Change the proposal stage of the “Finalized Proposal” to “Closed Won Document Signed”
Step 4: Select Yes to change the proposal stage to Closed Won Document Signed.
Your Organization may require certain fields or attachments or signed contracts to be filled out before moving to Closed Won - Documents Signed.
Step 5: After clicking “Yes”, your proposal will automatically get converted into a project. To view this project, click the “Go To Project Detail” button on the top left.
Step 6: Now that your project is created, you can view the details of your roofing job, assign tasks, order materials, and communicate with the customer and the service providers through SubcontractorHub’s Project Management Module.