Proposal Generator

SCOPE & FEE PROPOSALS · PULLS THE CLIENT FROM MILANI PROJECTS · SAVES EACH DATED QUOTE TO THE JOB

1 · Job & client

TYPE A JOB NUMBER TO FILL THIS FROM AIRTABLE, OR FILL IT IN BY HAND

Job #

Document

Sent on

Client

Contact

Client address

Phone Email

Text message opt-in. Client agreed to receive SMS notifications about this quote at the phone number above (a link to view and accept the quote, and up to two reminders). Message & data rates may apply. Reply STOP to opt out.

Service address

APN # City

Job description (shown in the estimate box)

2 · Scope & fees

PICK A PROJECT TYPE TO LOAD ITS LINE ITEMS · FEES COME FROM HOURS × RATE

Project type template

Variables & internal inputs · the drive-time figures never appear on the proposal

No line items yet. Choose a project type above or add a service below.

Total$0.00

3 · Terms

UNTICK ANY THAT DO NOT APPLY TO THIS JOB

4 · Preview & save

THE PROPOSAL RENDERS WHEN YOU ASK FOR IT

mark job status Proposal Sent