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Use Installation Items to Explain a Job
Use Installation Items to Explain a Job

How to use Installation items to explain what task will be completed on the job

Ben avatar
Written by Ben
Updated over a year ago

Creating detailed installation items can be a great way to explain the variety of items that go into a job. These items can be created by an Admin user, and then either added to the proposals automatically (Default Installation item) or added to a proposal when applicable (Optional Installation item). 

Learn how to Create Installation Items Here.

How to Add Installation Items to a Proposal

  1. Create a proposal and work your way to the Installation tab

  2. Then select the Installation Items that apply to the particular job

  3. This is what the Installation Items will look like on the Proposal:

 

 

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