📄 Maintenance Proposals & Budgets

Offer a customer up to three plan options side by side, with the checklist, a visit calendar and, for commercial sites, a per-asset annual budget. Customers accept and sign online.
🧰 Plans🎨 Design

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1. Customer

2. Plan options

Pick up to three plans to show side by side. Mark one as recommended. Build a new plan

3. Letter and dates

4. Assets and budget

List the equipment on site with a price per visit. Each plan option is priced from these assets times its visits a year, and the proposal builds a multi-year budget. Leave this empty to use the plan price.