Creating (GTC) General Tree Care Proposals - Mobile

STEP #1: Open a project in the ArborNote Mobile App.

STEP #2: Tap on the List View icon on the right side of the screen (the three dots with three lines.)

STEP #3: Tap on the GTC icon in the bottom middle of the screen and the proposal screen will open.

STEP #4: Enter a proposal name, client and details. Then scroll through the list of trees included in the proposal until you get to the additional cost section. Add any additional costs in this section.

STEP #5: Tap on the arrow in the top right corner of the screen to preview your proposal.

 

 

 

• Review your proposal
• Tap on the Save icon in the top right corner of the screen.
• ArborNote will create a proposal and assign a proposal number. A PDF version of the proposal will also be created at this time and available in the top left corner.
• Tap on the plane icon in the top right corner of the screen to email the proposal.