Hey y’all, been researching and can’t seem to find a good template for a bid/proposal. Need HELP!!!
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Have you tried housecall pro?
Or do you need a free version?
I have not tried house call pro yet! I’m looking for just a free one now as i am a startup.
Try the Joist app. It has basic estimate sheets, invoicing and a few more features. Last I heard it was still free.
If and when you out grow it , I would strongly suggest looking into a full on crm. I made the mistake of tripping over pennies to get to dollars in the beginning and put off spending money on a crm. I was a huge mistake. Just my own experience.
you guys are awesome!!! thank you for all of the advice!!! I have put in 3 bids already and going to get more tomorrow!
That’s awesome man! Well if we can help let us know !
Look at Invoice2go. You can start with the free version and just delete the invoice each time. I think you get 3 free ones each month but if you delete them you can send as many as you like. The pro version gives you all kinds of bells and whistles I especially like the deposit feature on big jobs.
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