↗019 minutes
Getting started
Getting Started with A1OSIS Proposal Center
Set company identity, create the first customer proposal, add scope and pricing, configure milestones and save a reusable quoting workflow.
Open visual guide →Visual contractor quoting
Proposal Center
tutorials.
Turn equipment, labor and project scope into clear proposals with milestones, approval and payment handoff.
STEP-BY-STEP LIBRARY
Start with setup. Continue through delivery.
9 focused tutorials · visual and written instructions
↗027 minutes
Core workflow
Import Plan Studio Equipment into a Proposal
Open a recent Plan Studio project, generate an editable proposal from placed devices and keep the finished plan attached to the quote.
Open visual guide →↗038 minutes
Core workflow
Save Product, Labor and Icon Pricing
Build a reusable company catalog that assigns default pricing, descriptions and visual icons to equipment, labor and services.
Open visual guide →↗048 minutes
Core workflow
Create Reusable Scope and Pricing Templates
Save proven line items, scope language, timelines and payment structure as a reusable proposal template without losing project flexibility.
Open visual guide →↗057 minutes
Core workflow
Organize Customer Work with the Project Notes Desk
Keep titled, color-coded customer notes beside Workflow as you move between Plan Studio, Proposal Center and Sales CRM.
Open visual guide →↗066 minutes
Core workflow
Control Active Work with the Workspace Organizer
Save active A1OSIS work, move inactive projects into a Review Later queue and reopen the right software without losing customer context.
Open visual guide →↗076 minutes
Core workflow
Configure Deposits, Progress and Final Payments
Create a clear payment schedule, validate the allocation and explain when each contractor payment becomes due.
Open visual guide →↗088 minutes
Core workflow
Send a Private Proposal for Approval
Create a controlled customer link, review the proposal presentation and collect digital acceptance without sending buyers to A1OSIS marketing pages.
Open visual guide →↗097 minutes
Advanced workflow
Collect Payment and Hand the Project to Sales CRM
Connect an accepted proposal to the chosen payment provider, record the authorization milestone and create the next operational actions.
Open visual guide →READY TO TRY IT?
Move from learning to doing.
Start a free 7-day trial workspace with your own company information and use the complete connected workflow.