Have you considered linking to a ServiceM8 proposal from a ServiceM8 form?
I did this with my ServiceM8 Audit and Recommendations form and got more proposal views as a result…
You could use this as part of a condition report – linking to a proposal that details all of the things that need to be improved…
Or perhaps you could create a house buyers survey and link to your proposal from that report…
There are lots of ways to get more eyeballs on your proposals and this is one of them!
Do you do this already?
What kind of ServiceM8 forms could you build or update to include the proposal link at the right point in the customer journey?
