Before reading this article, it is best to get a general overview of how the letter of engagement is set-up in Go Proposal which can be found here.
Service schedules are paragraphs of legal text that are specific to a service you deliver, such as payroll.
So that we can make sure you get the right Letter of Engagement for every proposal you create, we set the Service Schedules up slightly different to the rest of your letter..
How It Works
The service schedules will appear in their own section of the letter of engagement called the 'Schedule of Services.' They will only be referenced if this service has been selected when creating a proposal.
If payroll has been selected in a completed proposal, the letter of engagement will have been generated to automatically include payroll in the Schedule of Services.
To make this possible, you must copy and paste the service schedules from your letters and include them with the services or sections themselves. Read on to find out how..
Note: The remainder of the letter of engagement, such as your introduction, scope and T&C's can be set-up following the steps in this article.
How to Add in Service Schedules
Step 1. Go to Configure > Line Items
Log in to the admin are of your app and go to configure > line items.
Step 2. Importing your service Schedules
You can add your service schedules in with an individual service, for things like Payroll terms, or an entire section, which is great for bookkeeping and tax return terms.
Adding to a service
To add a service schedule in with a specific service, select edit line next to that service..
This will bring up a pop up window which enables you to edit various features of a line item. Copy and paste the service schedule from your letter of engagement into the 'Service Schedule' section.
Adding to a section
You can also add service schedules in with your sections, meaning any time a service in a particular section is chosen the terminology here will pull through.
When you do this, make sure you go into the line items within the section and instruct the system to use the section service schedule instead, or in addition to any service schedules within that line item.
Step 3. Repeat Steps 1 & 2 for all schedules.
Repeat steps 1 - 2 to add in all of your service schedules for all of your services.
For the rest of the letter of engagement, follow steps 1-3 in this article.
Tips & Tricks
- When copying and pasting from your letter of engagement into the Go Proposal app, it is best to initially copy the information into a plain text editor such as notepad. Then, copy the text from notepad and paste it into our app. This avoids any remaining bits of code lurking in the background and effecting the formatting of your Go Proposal LOE!