Fill in the customer, pick the equipment, then generate the client proposal.
| Category | Site (Address) | Manufacturer | Type | Model | Serial # | Location (Floor/Area) | Hrs | Labor Sell | Mat Cost | Mat Sell | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Totals | 0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
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| Site | Units | Hours | Labor Sell | Mat Sell | Total Sell |
|---|
| Category | Units | Hours | Labor Sell | Mat Sell | Total Sell |
|---|
| # | Category | Site | Manufacturer | Type | Model | Serial # | Location | Total Sell |
|---|
Planned maintenance service fees The service fees above cover all labor and materials for each scheduled PM visit as detailed in the Scope of Work. Filters, belts, and lubricants are included and replaced as needed during each inspection. Pricing valid for 60 days from proposal date.
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Labor Sell = (Hours × Cost/Hr) ÷ Labor Margin
Mat. Sell = (Mat. Cost + Misc) × (1 + Markup)
Price / PM = ROUNDUP(Labor Sell + Mat. Sell)
Annual = Price/PM × Frequency
| Type Name | Hours / PM | Mat. Cost ($) |
|---|
Guided templates for the Scope of Work field. Wrap fill-in blanks in [square brackets] — e.g. "Perform [Frequency] planned maintenance at [Location]." Changes save automatically.
These appear as checkboxes when generating a client proposal.