To send an offer to an installer, you’ll use the project dashboard to select installation details and finalize your offer. This guide walks you through choosing the project, selecting the installer, and customizing the offer amount and completion date. With just a few clicks, you can streamline your bidding process and ensure the right installer receives your proposal.
Step 1: Locate “Manage Projects” and click “Projects” from the main menu.
Step 2: Select your “Project”.
Step 3: Click the “Send An Offer” button on the top right corner of your project details page.
Step 4: Select the “Type of Installation”.
Step 5: Select your preferred installer under “Offer To”.
Step 6: The “Offer Amount” is generated automatically but can also be edited if required. Select your “Installation Completion Date” and click “Send”.
