Proposals are essential for distinguishing your company and improving your success rate in acquiring clients.
A well-crafted Proposal not only demonstrates professionalism but also highlights your unique value proposition. MotionOps makes it easy to create Proposals that stand out, whether they're fixed, hourly, blended, or on-site.
Creating a Proposal:
Create a Proposal from a Customer Account:
Navigate to the Customer tab.
Select the customer account for which you want to create a proposal.
Click on the “+ New Proposal” button on the top right.
Choose the type of proposal you want to create: Fixed, Hourly, Blended, or On-Site. Each type has different billing structures to fit your needs.
Complete the proposal details based on the job.
Create a Proposal from a Work Order:
Go to the Work Orders section.
Click on the work order for which you want to create a proposal.
Select the “+ New Work Order” button on the top right. This will bring up the proposal creation screen.
Choose from Fixed, Hourly, Blended, or On-Site proposals and complete the details.
Customize Your Proposal:
Once your proposal is filled out, you can adjust what details are visible or hidden using the right-hand side options. If you need further customization, adjust the settings accordingly.