A clear scope. A professional proposal. A connected job.
Write proposals with your own service language and prices, then carry accepted work into operations.
- Start from existing records. Select the customer and building, including the information already stored.
- Reuse your language. Apply saved templates and default terms; edit scope, exclusions and responsibilities.
- Control the pricing. Add quantities, units and prices, or use your pricing library. Override prices when needed.
- Review and generate. Preview the branded proposal and download a professional PDF.
- Share and record a decision. Use a secure link or configured proposal email delivery. Record views and the accepting or declining person’s name and timestamp.
- Convert accepted work. Explicitly convert an accepted proposal to a draft job, then schedule it and assign a crew.
Proposal writing is manual and template-assisted in this beta. AI drafting is disabled. Acceptance does not automatically create a job.
CONTROLLED BETA
See how your work fits together.
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