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Strong proposals win new business

Showcase your expertise and experience with a winning proposal.

Modified on

July 3, 2024

A prompt, tightly prepared proposal enables you to tailor your services to meet the specific requirements of your customer. It shows that you can provide custom solutions to meet their needs and goals while increasing your value as a trusted partner.  

A good proposal showcases your expertise and experience, demonstrating to the customer that you are the right choice for their needs. Your proposals bolster your credibility, drive revenue growth, and expand your market reach by showing customers you communicate effectively, demonstrate value, and seek a successful working relationship.

Service proposals made easy

The ServiceChannel Proposal template makes it easy to specify labor, materials, travel, freight, and other charges for a potential service. You can submit proposals for:  

  • New work. Make a standalone proposal for repair, replacement, improvements in functionality, or expansions to your service.  
  • Modifications to an existing work order. Submit a proposal to increase the NTE (not to exceed) amount or a change the scope of work.      
  • Requests for Proposal (RFP). Create a proposal in response to customer’s request for services.

A complete proposal provides a clear and detailed outline of the project’s scope, timeline, deliverables and cost. This ensures that both you and your customer have a shared understanding of what will be delivered.   

Eight steps to a winning proposal

Easily create, submit and track proposals in the Proposals and RFPs module from your ServiceChannel provider home page. Composing a winning proposal involves several key steps to effectively communicate your understanding of the project, your approach, and why you are the best fit for the job.  The module guides you through each step:   

  1. Select the correct customer location where the work will be performed .
  2. Include any costs incurred to date. Include a breakdown of parts, labor, materials for initial diagnosis of the repair.  
  3. List materials required. Include manufacturer, part number and description and any specific details. 
  4. If miscellaneous charges exceed $25, include a line-item breakdown.  
  5. Specify total labor cost. Enter the number of hours to complete the project, your customer approved rate per hour and the number of technicians. Your total labor cost will be automatically calculated. 
  6. Include travel and freight/delivery charges. Include an expedited overnight shipping option and add a note if it’s not available.  
  7. Include sales tax where appropriate.  
  8. Upload up to five files of supporting documents and photos. Include notes and pictures of the issue your proposal solves.  
    • Include a complete description of the technicians’ diagnostics from the initial location visit to the recommended repair solution.  
    • This is also an opportunity to attach a document showcasing your experience and services that fit the job requirements. 

After submitting your proposal, you may want to follow up with the customer to answer any questions and address any concerns.   

Best practices

All proposals require customer approval prior to the start of work.   

  • Submit a complete proposal the first time to reduce turnaround time and meet SLAs (service level agreements). 
  • If your customer makes a change to the RFP, submit your revised proposal promptly. You can easily clone, edit and submit your revised proposal without having to do a new one from scratch. 
  • Include a complete description of the technicians’ diagnostics with recommended repair solutions.  
  • Include before and after pictures and attach to the work order. 
  • Honor your quoted pricing for 30 days. 
  • Submit your proposal promptly and schedule the work as soon as you get approval. If the work depends on ordered parts, return to the site promptly after the parts are in hand to complete the work order.  

Learn more from ServiceChannel University  
Creating a proposal  
Viewing and taking action on proposals  
Viewing and processing RFPs  
Proposals and RFPs  

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