Knowledgebase
Add Other Services To Proposals
Posted by Alle Fairhurst
You can add any service you would like to include in your proposal in the Additional Services Tab of the Lawn Proposal Builder (currently in lawn only).
The Additional Services Tab has two sections, Add Services and Service Descritpions.
The Add Services section is where you will name the service, assign a number of occurrences for it (how many times you will provide the service), price the service, and categorize the service. 
  1. You can categorize your additional services as a service that belongs with one of the other categories in the Service Setup tab. If you do this, the services you have added in the additional service tab will appear with the other services in the categories you choose on the proposal document. 
  2. For example, if you add pruning to your proposal but you want to include this with spring cleanup services, you can categorize pruning as a spring cleanup service and when you print your proposal document, pruning will be listed with the other spring cleanup services (see the example proposal document below). 
  3. Or, you can categorize the additional service(s) as “general” and they will appear in their own section of the proposal document. 
The Service Descriptions section allows you to give a service description for the services you created in the Add Services section. Just like the other Proposal Builder categories, there will be a list on the left that shows all of the services you added to the proposal. Click on each service in the list to add a service description for each service that you added to the proposal.
Additonal Services Appearance on Proposal Document with Categorization and Without:
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