Proposals & Work
Quoting a job, getting it signed, scheduling the work and getting paid.
On this page
The proposal system carries a job from estimate to invoice. Start with the overview, then dip into the setup articles when you’re building your catalogue.
The system
- Proposal System — the whole flow, tab by tab.
- The Worksheet — where the numbers are actually built.
- Change Orders & Punch Lists — changes after signing, and snagging.
- Proposal Invoices & Payments — totals, balances and recording money.
- Jobs Board — every signed job on one operations board.
- Work Orders for Subcontractors — what a subcontractor sees and does.
Setting up your catalogue
- Proposal Settings — a map of the settings tab.
- Bid Types & Quote Types — the top-level structure of what you sell.
- Line Items & Item Categories — the priced things inside a bid type.
- Proposal Field Types — text, number, price, calculated, dropdown and the rest.
- Templates & Constants — predefined values shared across proposals.
- Tax Districts — charging the right tax for the right place.
- Quote Design & Layout — making the quote look like your brand.
Getting paid
- TetherPay — taking card and ACH payments.
- CT Sign — electronic signatures on any document.
- QuickBooks Online Integration — pushing invoices into your books.
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