A Generic job type can be selected during proposal creation. This option allows you to proceed with proposal setup, including adders and financing.
Follow the steps below to create a generic proposal:
Step 1: Click “New Proposal.”
Step 2: Enter the required address details, then click the “Job Type” dropdown and select “Generic.”
Step 3: Click “Create Proposal.”
Step 4: Scroll down to the "Adders" section and click “Choose Adders.”
Step 5: Select the adders you want to include, then click “Done.”
Step 6: In the “Discount Details” section, click “Add Discounts.”
Step 7: Select the discount you want to add.
Note: You can edit the Unit Price of a discount by clicking the “Edit” button.
Step 8: Go to the “Financing” section. “Cash” will be selected by default, then click “Finalize.”
Step 9: Click “View Proposal” and review the proposal details.