In this article, you will learn how to create sales proposals on the go using the Workiz mobile app.
Sales proposals — commonly known as “good, better, best” — are available as a Marketplace add-on that enables you to present your clients with multiple estimates in a clear and simple way. Sales proposals are designed to help your customers understand the different options your company offers for a particular service, and allow them to choose the one that makes the most sense for their needs and budget.
Sales proposals can be created easily using the Workiz mobile app.
Creating sales proposals on mobile
While you can create standalone estimates using the mobile app, a sales proposal must be created from a job.
Open a job you want to create a sales proposal for
Select the Finance tab
Next to Estimates, select the + icon
Configure the first estimate of your sales proposal:
Name: Select the kebab menu (three dots) icon > Rename estimate and edit the name for this estimate (e.g., Good, Bronze, etc.)
Image: Select Cover image and upload an image for this estimate using your device’s camera or image library
Description: Under Description, select Add and enter a brief description for this estimate
Items: Next to Items, select the + icon and choose all of the line items you want to include on this estimate
Go back to the job page
Next to Estimates, select the + icon again to add a second estimate
Configure the second estimate of your sales proposal (see Step 4)
Repeat Steps 5–7 until you have created all of the estimates you want to include
Tip: Be careful about including too many estimates in one sales proposal. Too many estimates may overwhelm your customers and prevent them from understanding which plan makes most sense for them, as well as prevent your business from upselling and increasing revenue.
We recommend limiting your sales proposals to three estimates.
Sending a sales proposal on mobile
Under Estimates, select Send as proposal
Update the Send proposal fields as desired and select Send
Here’s a look at what your clients will see:
Need more help? See related articles below: