Uploading proposals
The customer will have a specified Not to Exceed amount that will be listed on the work order notification email and on the Overview tab. If repairs will be over that amount, hop over to the Proposals tab of the work order and select CREATE A QUOTE. Fill in the fields with your proposal information.
If you have a detailed PDF that you would like the customer to review, you can be brief here and note that you will upload the Quote PDF. Scroll down the page and select CREATE PROPOSAL. You will see that you are now able to “upload quote” to the right of the screen. Grab your PDF and simply attach!