Bundling Duplicate Proposals - ServiceMinder Clean Up Tip

Bundling old duplicate proposals is a great off-season task for cleaning up your ServiceMinder account and getting a better idea of your close ratios.

When you are talking with a client and you want to offer them either Healthy Lawn Monthly or Annual, it is best practice to bundle the two proposals together, so the customer can only select one. Here is a quick guide on doing this with a new client: Bundling Healthy Lawn Monthly vs Annual

Click here to watch a short video showing you how to bundle existing proposals together