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Another great development within the latest ServiceM8 upgrades was the ability to actually create proper templates for your Proposals.
Rather than only being able to re-use the last 10 proposals you’ve sent, you can set up dedicated templates for all of the different types of proposals you want to create for your customers.
You can use previously created Proposals as starting points for your templates and save them with a suitable name so that you can easily find them.
The suggestions are better when it comes to which Proposal to use, plus you can search all of your Proposals, across both your templates and recently sent versions.
Finally, ServiceM8 will now show you a win rate (the success rate) of each proposal as a percentage won beneath the template name, so you can see what’s working and what’s not.
So take a look today and set up your first Proposal template!
Not using ServiceM8 Proposals yet? Tell me what’s stopping you….
Hi, I’m Hazel. I’m a Business Systems Specialist + ServiceM8 Gold Partner.
I can help you craft a business that’s easy and efficient to run.
I ran a plumbing and heating company for 10 years and in 2016 became a ServiceM8 Partner.
I’ve worked with hundreds of business owners just like you to implement easier and more efficient ways of running their business.
My mission is simple: to inspire you and help you develop an efficient and profitable business that gives you the time to do more of what you love.
