New Digital E-Proposal
Further customize and send best-in-class bids and estimates with Arborgold’s updated digital e-proposal tool. New features include:
- Request acceptance for service line items.
- Optionally require credit card or ACH/eCheck prepayments.
- Customize feature settings to include Arborgold landscape digital design, before and after images, plant inventory and more.
- Embed your custom Arborgold proposal.
Communication and list enhancements
Arborgold’s updated user interface makes configuring your outgoing email, text message, and voice broadcast settings easier than ever.
- Customize default email and text message content for outbound proposals and invoices.
- Integrate merge fields with your emails and texts.
- We’ve improved “Success” and “Failure” descriptions for all sent emails.
- Send text, email, or voice broadcast communications to any list, including Customers, Employees, and/or Vendors.
- Select and trigger emails, text messages or voice broadcasts at the Jobs level.
- Proactively add plant recommendations to individual inventory items for future plant health care quotes.
- Recall recommendations for Plant Inventory from Job to quickly create new proposals.
Service time track on Jobs
View tracked time activity on the job information screen
Updated UI Screens
New and improved UI for Arborgold Crew Tracking includes filters
Customize and automatically apply fuel surcharge percentages by service type.
Add and equally distribute individual service, labor, equipment or material expense line items to any job with general conditions.
New Batch Actions
- Assign and/or reassign salespeople to customers and/or jobs.
- Move jobs in batch from the "Generated Proposal" stage to "Proposal Status" phase, which allows customers to view, review, and approve their bids directly inside their client account portal.
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