The new DrillerDB is out of beta.See what's new

Proposal Milestones

When Project Created, Proposal Sent, Approval Received and Permits Obtained turn green

Proposal Milestones

The Proposal stage covers the work before the job opens: creating the project, the proposal, the customer's approval and, if you track them there, the permits.

Quick Start: Move a Project Through the Proposal Stage

Step-by-Step

  1. Create the project. Project Created is green at once.
  2. On the Proposal tab, build the proposal and click Create Proposal. Send it by email, or create it without sending and use Mark as Sent if you hand it over another way.
  3. Get the customer's approval. The customer can sign on the online proposal page, or the office can use Approve Proposal in the proposal's actions menu under Sent Documents.
  4. Record the permits on the project, or mark them done in the Compliance workspace.
  5. Move the project to Open Job, or let DrillerDB do it when the proposal is accepted (see below).

Project Created

Always green. It cannot be turned off.

Proposal Sent

Turns green when the proposal is approved, or when the project is an Open Job or later. Sending the proposal, or marking it sent, does not turn this step green by itself.

To see whether a proposal went out, open the Proposal tab and check Sent Documents. Each proposal shows its status (Draft, Sent, Approved), whether the customer opened it, and when.

Approval Received

Turns green when either of these happens:

  • The customer approves the proposal on the online proposal page.
  • The office opens the proposal's actions menu under Sent Documents and clicks Approve Proposal.

It is also green once the project is an Open Job or later.

If the proposal asks for a deposit, the customer approves first and then sees the deposit due. See Proposal Approval.

Open the job on approval. In Settings > Notifications, turn on Move the project to Open Job when a proposal is accepted. It applies whether the customer signs or the office records the acceptance, It does not move a project back from Open Job or a later status.

Permits Obtained

Turns green when any permit field on the project has a value: DNR Permit, Damage Waiver, County Permit, County Permit Date, Landfill Approval, 811 Clearance, High-Capacity Permit, Water District Permit or WNN Permit. It also turns green when the permit is marked done in the Compliance workspace.

Permits sits in the Proposal stage unless you move it to the Open Job stage in Drill Path Settings. Moving it changes where the dot sits, not when it turns green.

If no permit form is on file for the location and no permit has been recorded, the step says No permit form on file for this location and counts toward progress. Check your county or local office before deciding what permits you need.

Related Topics