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Preliminary Value
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Proposals
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🌿 Plant Order List
Date Submitted Qty Plant Name Size Vendor Delivery Date Sent to
Yard		 Plants
Tagged		 Notes
✎ Change Order
Project Information
Project / Client Name *
Project Address
Contract For
Project No.
Change Order Details
Change Order #
Date
Contract Date
Salesperson
Status
Link to Proposal (optional)
The Contract is Changed as Follows:
Change Order Items
📦 Add Directly From Inventory
Category
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Inventory Item
Qty
Choose an inventory item to automatically bring in its description, category, unit, cost and selling price.
Description Qty Unit Unit Price Amount
Subtotal:$0.00
Tax (%): $0.00
This Change Order Total:$0.00
Contract Sum Summary
The original contract amount was:
$
Net change by previously authorized Change Orders:
$
The (Contract Sum) prior to this Change Order was:
$0.00
The (Contract Sum) by this Change Order will be in the amount of:
$0.00
The new (Contract Sum) including this Change Order will be:
$0.00
The Contract Time will be (increased) (decreased) (unchanged) by:
days
The date of Substantial Completion as of this Change Order is:
Notes / Additional Information
📋 Work Order
Digital version of the Green Thumb field work order
Client / Job
Select Existing Client
Related Proposal / Job
Client Name *
Job #
Client Address
Development / Plantation
Client Phone
Client Email
Work Order Details
WO # *
Priority
Draft / Final
Status
Work Order Type
Ordered By
Technician Sent
Work Order Date
WO prefix follows this month automatically
Scheduled Date
End Date
Billable?
Work Description
Crew Comments
📦 Quick Add From Inventory
Category
Search
Inventory Item
Qty / Hours
Choose an inventory item. Its description, category, unit, cost and selling price will be copied into this Work Order.
Labor
Labor DescriptionHoursRateAmount
Labor Total: $0.00
Materials
Material DescriptionQuantityUnitPrice / UnitAmount
Material Total: $0.00
Approval / Completion
Work Order Compiled By
Client Approved
Type of Approval
Date of Approval
Billing Status
Internal Notes
Billing Summary
Labor Total$0.00
Material Total$0.00
Other Cost
$
Subtotal$0.00
TOTAL$0.00
🎉 Materials Order List
Category Item Name Qty Unit Vendor / Supplier Order Date Ordered Notes
Materials Checklist
+ Custom Line Item
Item Name *
Category
Unit
Unit Price ($) *
Qty
This item will only exist on this estimate. To save it permanently, use the Inventory page.
Why was this opportunity lost?
A loss reason is required before a proposal or lead can be marked Declined/Lost. This is for internal use and reporting only; it will not appear on the customer proposal or PDF.
Loss Reason *
Quick Add Estimate
Import an existing estimate without building line items
Est #
Date
Salesperson
Client Name *
Project Type
Address
Total Amount ($) *
Status
Signed?
Job # (if approved)
🔗 Client Portal Link
Share this link — client reviews and signs digitally
Portal URL
Photos
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Click to upload photos or PDFs
Job photos, deposit checks, before/after