See JobWon in Action
A real walkthrough of building a proposal from a job site visit — photos, scope, pricing, and a finished document, in about three minutes.
Read the full step-by-step walkthrough+
- 0:00This demo showcases how JobWon streamlines the proposal creation process for contractors and service providers.
- 0:07You'll see how to efficiently generate, customize, and save professional proposals.
- 0:12Click the Log In button to access your JobWon account and start managing your proposals.
- 0:18Click the Email option to proceed with logging in using your email credentials.
- 0:23Enter your password securely to authenticate your account and continue.
- 0:27Click the Log In button to submit your credentials and access your dashboard.
- 0:31Click the +New Proposal button to start creating a new project proposal from scratch.
- 0:37Click Start Fresh to begin a proposal without using a template, giving you full customization control.
- 0:43Click the Client Name field to specify the client for whom the proposal is intended.
- 0:48Enter the client's name to personalize the proposal and ensure accurate records.
- 0:53Enter the client's email address to facilitate communication and proposal delivery.
- 0:58Click the Job Site Address field to input the location where the work will be performed.
- 1:03Choose the specific job site address to associate the proposal with the correct project location.
- 1:09Click the trade selection dropdown to specify the type of work involved in the project.
- 1:14Select the appropriate trade category that best fits the scope of your project.
- 1:19Click the Project Title field to name your proposal for easy identification.
- 1:24Enter a descriptive title for the project to clearly communicate its purpose.
- 1:28Click Upload Photos to add images that illustrate the project details and requirements.
- 1:33Fill in descriptions or notes related to the uploaded photos to provide additional context.
- 1:38Click the Scope of Work field to outline the specific tasks and deliverables for the project.
- 1:44Enter a detailed description of the work to be performed, including removal, replacement, and enhancements for better curb appeal.
- 1:51Click the Proposal Tone options to select the style that best fits your communication approach.
- 1:56Click Proposal Tone to finalize your choice and apply it to the proposal content.
- 2:01Click Generate Proposal to create a professional document based on the information provided.
- 2:07Click the Check Market Rates button to compare your pricing with current industry standards.
- 2:12Click Save Proposal to store your work and ensure no information is lost during the process.
- 2:18Click View Proposal to review the finalized document before sending it to the client.
- 2:23Click Work Order to manage the tasks and scheduling related to the approved proposal.
- 2:29Click the date 6.26 to specify pricing details for that particular day.
- 2:34Click the date 6.27 to adjust or confirm pricing information for this date.
- 2:40Click the date 6.28 to review or update pricing as needed for the project timeline.
- 2:46Click the date 6.29 to finalize pricing details for the end of the specified period.
- 2:52Click Save Pricing to confirm all pricing entries and complete the proposal setup.
- 2:57This demo highlighted how JobWon simplifies creating and customizing professional proposals, enabling you to efficiently manage client details, project scope, and pricing. Start using JobWon today to streamline your proposal workflow.