Proposal Report – ServiceFormPro

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Company Settings

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Customer Email Options

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Approval

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Approval Options

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Master Approver

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Property Approver

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Approver

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Approver Email

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Reviewer

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Reviewer Email

CompanyID(Required)

Company Name(Required)

Service Plan(Required)

Service Location

No Active Subscription Found! Be sure to Get Started Here by registering your company.

PropertyID

One-time proposal?

Property is not listed

Use the One-time option if you don’t ever plan to create a report for this property/contact. Otherwise, to save time consider adding the property at Manage Properties

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Property Name Populated

Property Name(Required)

Service Address

Street Address Address Line 2 City State ZIP Code

Service Area Map

ProposalNum

Property Contact –

Name(Required)

Title

Company

Phone

Email(Required)

Contact

Name(Required)

Title(Required)

Phone(Required)

Email(Required)

Proposal Details

Proposal Date(Required)

Proposal Description

Brief overview of what is being proposed

Proposed Area Photo/Map

Products/Services

Description	Quantity	Price	Subtotal	Actions

There are no Items.

Sales Tax

Sales Tax Applies

Tax Rate(Required)

Please enter a number from .00 to .99.

Enter Rate as a decimal (example: 25% = .25)

Total

Price: $0.00

Final Comments/Items

Terms & Conditions

Additional Terms & Conditions – Erase any T&Cs that do not apply

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Summary

Proposal ID

Customer Approval

Name

First Last

Email

Approved By