Proposal Management

How to Maximize Winter Downtime for a Profitable Spring

How to Maximize Winter Downtime for a Profitable Spring Winter can be a challenging time for service businesses, especially when the cold weather slows down your schedule. But here’s the good news: this downtime is a golden opportunity to prepare for a record-breaking spring. By focusing on strategic improvements during the off-season, you can hit […]

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Why Private Bid Notes Are Essential for Service Proposal Management

Why Private Bid Notes Are Essential for Service Proposal Management When managing home service bids, having the ability to include private notes can be a game-changer. These notes, visible only to your team, help streamline operations and ensure that every job runs smoothly. Here’s why you’d want to take advantage of this feature: Access Instructions:

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