Found Description
*I HAVE AN EXISTING SHEET *
OPPORTUNITY BUILDER (Main Proposal Input)
This is what your estimator fills out per job.
Header Section (Top of Sheet)
Proposal # (Auto Generated)
Client Name
Property Address
Estimator Name (Dropdown List)
Date
Service Category (Window / Pressure / Janitorial / Solar / Other)
SERVICE TABLE (Core Revenue Section)
Service Item Description | Frequency Per Year | Cost Per Frequency Annual Total
Exterior Window Cleaning | 4 | $1,200 | $4,800
Pressure Washing | 2 | $1,500 | $3,000
Formula:
Annual Total = Frequency × Cost Per Frequency
At the bottom:
Grand Total
Monthly Equivalent (Optional Auto-Calc)
Grand Total ÷ 12
OPTIONAL SERVICES SECTION
Separate table below main scope:
Optional Service Frequency Cost Annual Value
Interior Windows 2 $900 $1,800
Solar Panel Cleaning 2 $1,200 $2,400
These DO NOT add automatically to grand total unless selected.
You can add:
A checkbox column (TRU...
OPPORTUNITY BUILDER (Main Proposal Input)
This is what your estimator fills out per job.
Header Section (Top of Sheet)
Proposal # (Auto Generated)
Client Name
Property Address
Estimator Name (Dropdown List)
Date
Service Category (Window / Pressure / Janitorial / Solar / Other)
SERVICE TABLE (Core Revenue Section)
Service Item Description | Frequency Per Year | Cost Per Frequency Annual Total
Exterior Window Cleaning | 4 | $1,200 | $4,800
Pressure Washing | 2 | $1,500 | $3,000
Formula:
Annual Total = Frequency × Cost Per Frequency
At the bottom:
Grand Total
Monthly Equivalent (Optional Auto-Calc)
Grand Total ÷ 12
OPTIONAL SERVICES SECTION
Separate table below main scope:
Optional Service Frequency Cost Annual Value
Interior Windows 2 $900 $1,800
Solar Panel Cleaning 2 $1,200 $2,400
These DO NOT add automatically to grand total unless selected.
You can add:
A checkbox column (TRU...