Use the guided entry assistant to create jobs and contract proposals.

1. Choose how you want to get started:
   • From the sidebar menu, select Job Hub. On the Jobs page, select Add Job.
   • From your dashboard, select Add > Add Job.
2. Enter who the job is for.
   • If this job is for an existing customer, enter the Customer Name.
     Tip: Start typing the customer's name to show a list of active customers in the system.
   • If this job is for a new customer, select Create Customer. For details, see Create a Customer.
3. Select next to continue.
4. Review the customer details and select next to continue.
   Tip: If you see a popup asking about location, you can enable location sharing in your browser to see relevant addresses near you.

   

5. If you use Estimate MEP Pro, you have the option to Import an Estimate or Create a New Estimate. Choose an option and select next to continue.
   If you chose to Import an Estimate:
   1. Search for an estimate and select it.
   2. Select next to continue.
      Materials and Labor estimates are populated and can be edited.
   If you chose to Create a New Estimate, you'll be taken to the next step.
6. Enter Proposal Details.
   1. Enter the Proposal Name.
   2. Enter the Job Address details.
      The system lists address locations as you type. If the correct address doesn't come up, you can still enter it manually.
   3. Select the Estimated Start Date for the job.
   4. Select the Estimated End Date for the job.
   5. Select the This job is taxable checkbox if your job is taxable.
7. Select next to continue.
8. Add Materials and their associated costs to the proposal.
   1. In Description, enter the name of the material.
   2. In Cost, enter the total dollar value for the material.
   3. To add another material, select New Item.
   4. To remove a material from the estimate, select the trash icon for that item.

   The Subtotal for Materials and the Total Estimated Cost for the entire job display at the bottom of the page.

9. Select next to continue.
10. Add Labor items to the proposal, entering a Description and the Cost. As needed, enter additional items by selecting New Item.

    The Subtotal for Labor and the Total Estimated Cost for the entire job display at the bottom of the page.

11. Select next to continue.
12. Add Subcontract items to the proposal, entering a Description and the Cost. As needed, enter additional items by selecting New Item.

    The Subtotal for Subcontract and the Total Estimated Cost for the entire job display at the bottom of the page.

13. Select next to continue.
14. Add Equipment items to the proposal, entering a Description and the Cost. As needed, enter additional items by selecting New Item.

    The Subtotal for Equipment and the Total Estimated Cost for the entire job display at the bottom of the page.

15. Select next to continue.
16. Add Other items to the proposal, entering a Description and the Cost. As needed, enter additional items by selecting New Item.

    The Subtotal for Other and the Total Estimated Cost for the entire job display at the bottom of the page.

17. Select next to continue.

    A summary of the Proposed Contract Value displays with the Total Estimated Cost of the job.

18. To add a markup, enter a percentage in the Markup field.
19. Select next to continue.
20. Set up Payment Terms for the proposal:
    1. Optional: Enter a Down Payment percentage (if needed).
    2. In Billing Frequency, choose how often to bill the customer: Weekly, Monthly, or Quarterly.
    3. In Invoice Due Date, choose the number of days that the invoice will be due: Immediate, 7 Days, 10 Days, 15 Days, 30 Days, 60 Days, 90 Days.
    4. Optional: If you want to encourage early payments by providing a discount, enter the number of days the discount will apply in Discount Terms.
       Then enter the Discount Amount percentage.

       Note: The period that the Discount Terms apply must be shorter than the number of days selected in Invoice Due Date. For example, if you have invoices due in 7 days, your discount period must be less than 7 days.
21. Select next to continue.
22. The proposal summary displays.
    • If the information looks correct, select next to continue.
    • To edit the information, select a section header. Make your changes, and select next multiple times or select Go to Summary to return to the summary page.
    • Sales Tax is generated by Avalara. This field can be edited, but doing so will break the reporting audit trail.
23. To create the proposal, select next .

    The system generates a PDF version of the proposal.

24. To download a copy of the proposal so you can share it with your customer, select Download PDF.
    If you want to wait for customer approval, select Submit. The job will be saved in the Proposal tab in the Job Hub.
25. Once the customer signs the proposal, select the checkbox: This contract has been approved and signed by the customer.
    Unsigned proposals are saved under the Proposal tab in the Jobs Hub.
26. Select Submit.

    Submitting the proposal with the customer approval checkbox selected creates the contract and automatically saves the job as active.

    If you select submit but do not select the checkbox indicating that the customer approved the proposal, the job will be saved as a Proposal.