Creating Proposals

Last Updated January 29th, 2018 by Mark McMillan

You can use a proposal to communicate how much you expect it will cost for you to complete work requested by a customer.

Before you must have a dispatch in an active status, so it cannot be in Pending Acceptance, Expire, Decline, Pending Validation, Pending Invoice, Invoice, or Complete. You can create a proposal and save it for later, or you can create one and send it off right away to be approved.

How to create a Proposal:

  1. Navigate to a Work Order you want to make a Proposal for.
  2. At the bottom of the Work Order's details page you will see the Dispatches. Expand the dispatch you want to create a proposal for by clicking on itss name.
  3. Click on the Creat Proposal button at the top of the dispatch details.
  4. Fill out all required fields. Line items require a type, an item name/code, quantity, unit price, markup, and whether it is taxed or not. For help with these sections see below.
  5. Check the totals table on the right to ensure you have entered the correct values. You will see the Subtotal and Markup total.
  6. Click Save Draft or Save and Process.

Note: You can reorder line items by clicking and dragging the next to the line item. You can also click the button to delete a line item.

Incurred VS. Proposal Costs

Incurred Cost are expenses that took place before the proposal was created, and proposal costs were costs that will take place once work starts.

Line Items:


For miscellaneous items. You can manually specify all fields.


For physical items that are not tracked in the system. You can manually specify all fields.


For adding a discount to the proposal. The total value of the discount will be subtracted from the order. You cannot specify a mark up value. Setting taxes to “Taxed” applies the discount before taxes, meaning the customer is not paying tax on the dollar amount being discounted. Setting taxes to “Not Taxed” applies the discount after taxes, meaning the customer is paying taxes on the dollar amount being discounted.

If you do not want to include a discount, simply enter a 0.


Choose the Labour Types specified for the trade of the Proposal (the trade of the proposal can be found at the top of the form). The values are set in the Service Provider, either by the user or the Service Agreement. You can lower the dollar value that has been pulled, but cannot increase the value if it has been set elsewhere.

Travel Cost

Travel cost also pulls the dollar amount from the service provider. As with Labor rates you can lower the dollar amount, but cannot raise the dollar amount.

Inventory Items

Choose an inventory item from a source in the system by clicking the “Click here to choose an Item” link. A modal will open and you can select the source from which to choose the item. Then you can choose the inventory item you would like.

Message and Disclaimer

You can set default Messages and Disclaimers if you'd like. Click here to learn more.

Manual Tax

You have the option to calculate your own tax if you want. Just flip the toggle on. This allows you to calculate tax amounts as needed.

Copying Line Items

If a Proposal has already been approved and you are making another one you can click Copy Line Items at the top of the page. For more help click here.

Financial Profiles

You can set up Financial Profiles to set a default value for Unit Prices, discounts, and mark-ups. These profiles can be associated with Accounts, so each line item you create will have the default values in there already. How neat is that! To learn more click here.

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