Updating Proposals in Service Minder

Created by Mary Beth Hessler, Modified on Wed, 19 Mar at 1:35 PM by Mary Beth Hessler

Once you schedule or invoice off a proposal, the system copies the then-current proposal info into the appointment and/or invoice. It's a point in time.

If you want to change a proposal:

1) Update the proposal itself by going to the proposal, and selecting Edit, and adding/amending/removing line items as needed.

Contacts>Proposals Tab>Date or Service>Edit>Make Changes>Save

2) If work is already scheduled, you have to edit each scheduled appointment, as those appointments WILL NOT update from the proposal.

Contacts>Appointments Tab>Select Date or Service>Edit>Make Changes>Save

3) If you've already invoiced, you have to edit the invoice with any changes. Invoices WILL NOT update from the proposal.

Contacts>Invoices Tab>Select Date or Invoice Number>Edit>Make Changes>Save