Creating (PHC) Plant Health Care Proposals - Mobile

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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 PHC icon in the bottom right corner of the screen and the proposal screen will open.

STEP #4: Enter a proposal name and details.

STEP #5: Tap on the arrow in the top right corner of the screen.

STEP #6: Review the proposal preview.

STEP #7: Tap on Save in the top right corner of the screen.

STEP #8: 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.

STEP #8: Tap on the plane icon in the top right corner of the screen to email the proposal.

 

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