Proposal Jobs

The Current Proposals Outstanding widget provides a dashboard summary of active and outstanding proposals in Abtrac, including proposals created and accepted in the last 30 days. View outstanding proposals, proposal follow-up dates and contacts, follow-up employees and notes, and access detailed proposal information. Learn how to set follow-up dates, review outstanding proposals, and convert accepted proposals into confirmed billable jobs.

Use Abtrac’s Proposal and Job Follow-Ups feature to stay on top of outstanding proposals. Learn how to set follow-up dates, track client responses, and send internal email reminders to staff for following up on quotes — all aimed at improving your proposal-to-project conversion rate.

Pre-payments in Abtrac help manage deposits required before starting a job. They are often outlined within a job quote. To set up a pre-payment, enter the amount in the "Job Billing Details" section and optionally configure job statuses or timesheet alerts. When invoicing deposit fees, businesses can charge a fixed amount, a percentage of the total fee, or cover specific application costs like council fees. By tracking pre-payment statuses in quotes or jobs, Abtrac ensures accurate financial records and prevents work from starting on unpaid jobs.

The New Job Listings Between Dates report gives a list of new jobs created/confirmed within a selected date range. New...

The Unbilled Work Quick Summary on Proposals report gives a list of ‘unbilled’ work on proposals within a selected date...