Proposals

Not every job has a price you can name over the phone. A proposal is how you put a number in front of a customer, in writing, that they can accept online.

Proposals live under Proposals in the main menu.

Building one

Press New proposal and the page walks you through it in order:

The customer. Pick an existing one or create one on the spot. You will also want an email or a phone number, since that is where the quote is going.

The property. For work priced from the size of a place, the address and its details go here. This is not paperwork for its own sake: it is what the prices are calculated from. A property already on the customer's record brings its own measurements with it.

The services. Add the work you are quoting for. Each one prices itself from the property above, so a four bedroom house prices differently from a flat without you doing arithmetic.

Validity. How long the quote stands. Set a number of days or a specific date.

Discounts

Add a discount to a proposal as either a percentage or a fixed amount. It shows on its own line so the customer can see what they are getting off, which is usually the point of giving it.

Options: good, better, best

A proposal can carry more than one option, each with its own set of services and its own total. The customer picks one.

This is how you stop quoting against yourself. Rather than sending your cheapest number and hoping, you send three: the patch-up, the proper job, and the one where you do the lot. You can mark one as Recommended.

The customer chooses an option when they accept, and only that option becomes a booking.

Note: Offering several options on one proposal is a Pro feature. Otherwise a proposal carries a single set of services.

Seeing it their way

Before you send, use Preview as customer to see exactly what lands in their inbox. You can also download the quote as a PDF, for the customers who still want one.

What is next

Next: Sending and accepting.