Commercial Building Proposals
Create multi-service proposals for commercial properties with custom pricing and site conditions.
Commercial Building Proposals
Commercial proposals handle multi-service quotes for office buildings, retail centers, warehouses, and other commercial properties. The builder has five steps: client, property and services, pricing and site conditions, schedule and terms, and review and send.
Step 1 -- Client
Search for an existing client or create a new one.
Client Fields
| Field | Description |
|---|---|
| Client Name | Contact person's full name |
| Company | Business or organization name |
| Primary email for proposal delivery | |
| Phone | Primary phone number |
| Address | Street address with Google Places autocomplete |
| City / State / ZIP | Auto-filled from address selection |
| Decision Maker | Dropdown to identify the person who approves the proposal |
If the client already exists in your system, select them from the search results. Their details auto-populate.
Click Next to continue.
Step 2 -- Property & Services
Define the property details and add service line items.
Property Details
For each property included in the proposal, enter:
- Number of Properties -- how many buildings or locations this proposal covers.
- Per-Property Address -- each property gets its own address field.
- Square Footage -- total building area.
- Building Type -- office, retail, warehouse, industrial, etc.
- Roof Type -- flat, metal, membrane, etc.
- Floors -- number of stories.
- Special Conditions -- notes about access, hazards, or unique features.
Service Line Items
Click Add Service to add a service to the proposal. Each service line item includes:
| Field | Description |
|---|---|
| Type | Dropdown: building wash, roof cleaning, gutter cleaning, window cleaning, concrete cleaning, etc. |
| Description | Free-text description of the work |
| Quantity | Number of units |
| Unit | Measurement type (sqft, linear ft, per unit, etc.) |
| Base Price per Unit | Your rate for this service |
Add as many services as needed. Each line item calculates its subtotal automatically.
Click Next to continue.
Step 3 -- Pricing & Site Conditions
Review the total pricing and document site-specific factors.
Pricing Breakdown
The pricing section shows:
- Cost breakdown per property and per service.
- A calculated total based on your line items.
- Manual Price Override -- enter a flat price to override the calculated total. Use this when you need to adjust for competitive bidding or negotiated rates.
Margin Calculator
The margin calculator shows your estimated profit margin as a percentage. It compares the quoted price against your configured labor and material costs.
Site Conditions
Document anything that affects the job:
- Challenges / Notes -- free-text area for access issues, building age, surface damage, tenant coordination, or other concerns.
- Safety Requirements -- checkboxes for fall protection, confined space, chemical handling, PPE requirements, and other safety protocols.
- Parking / Access -- dropdown for parking availability and equipment access (loading dock, alley access, street parking only, etc.).
Click Next to continue.
Step 4 -- Schedule & Terms
Set the project timeline and any add-ons or discounts.
Scheduling
| Field | Description |
|---|---|
| Proposed Start Date | Date picker for when work begins |
| Duration | Estimated number of days to complete |
| Crew Size | Number of crew members assigned |
| Preferred Schedule | Weekdays, Weekends, or Flexible |
Add-ons & Discounts
- Available Add-ons -- check the boxes for extra services (post-construction cleanup, sealing, graffiti removal, etc.).
- Discount -- enter a percentage or dollar amount.
- Discount Reason -- explain the discount for your records.
- Payment Terms -- net 15, net 30, net 60, due on completion, or custom terms.
Click Next to continue.
Step 5 -- Review & Send
Review the complete proposal before sending.
Proposal Summary
The review screen shows every detail from the previous four steps in a read-only format. Scroll through to verify:
- Client and company information
- Property addresses and building details
- All service line items with pricing
- Site conditions and safety notes
- Schedule, crew size, and payment terms
- Discounts and add-ons
- Grand Total
Auto-Save
The builder auto-saves your progress every 30 seconds while editing. If you close the browser or lose your connection, your work is preserved.
Actions
| Button | What It Does |
|---|---|
| Back | Returns to Step 4 |
| Save as Draft | Saves without sending |
| Preview PDF | Opens a PDF preview of the full proposal |
| Send Proposal | Opens the send modal |
Sending the Proposal
Click Send Proposal to open the send modal. The email template is pre-filled with the client name, company, and proposal summary.
Choose your delivery method (Email, SMS, or Both), review the message, and click Send.
After sending, the proposal status changes from Draft to Sent. The client receives a link to view the proposal online or download the PDF.
Tips
- Add all properties in Step 2 before adding service line items. This keeps your proposal organized.
- Use the margin calculator in Step 3 to verify profitability before sending.
- Document site conditions thoroughly. This protects you during the job and sets clear expectations with the client.
- Auto-save runs every 30 seconds, but click Save as Draft before stepping away from a long proposal.
Related articles
Was this article helpful?
Still need help? Contact support