Creating and Managing Programs in Arborgold
Introduction
Follow this step-by-step tutorial to efficiently bundle your Arborgold services into programs, assign them to jobs, and organize how they're presented in client proposals. You'll streamline your workflow and maintain a clear, professional presentation for your customers.
Accessing Program Management
Begin by entering the Program Management area, where you’ll organize your bundled services.
Step 1: Click the gear cog at the top right to access system settings.
Step 2: Scroll down the list of items. Select other from the menu
Step 3: Then move to the bottom left and select Programs.
Creating a New Program
In the Programs area, you’ll set up a new bundle for your services.
Step 4: Click the big green Add new button at the top left.
Step 5: Enter a name for your program (for example, "Test Bunch Services").
Adding Services to a Program
Next, select which services belong in your new program.
Step 6: On the left, view all registered services. Choose services to include in your program.
Double-click a service or select it and click the Move over button to add it.
Step 7: At the bottom, decide if you want to auto-insert service descriptions when adding this program to a job. Check or uncheck according to your preference.
Saving and Listing Your Program
Save your progress and ensure that your program is available for assignment.
Step 8: When everything’s configured, click the Save button at the top right.
Your new program is now listed and ready for job assignment.
Assigning a Program to a Job
Bring your program into action by connecting it to a job record.
Step 9: Go to the left navigation and click on Jobs.
Step 10: Select the desired job from the list.
Step 11: Click Add By on the left, go to the Bundles tab, and select Single Program. Find your program (such as "Test Bunch Services") and select it.
Step 12: Click the plus button, then choose the Add to Job green button at the top right.
All services from your program are now included in the job.
Customizing Program Display in Proposals
Finally, organize how the services in the program appear to clients in proposals.
Step 13: Assign each service to a proposal section as needed. Click the plus button to the right of a service, then select the section from the drop-down.
The system will automatically save your selections.
FAQs
How do I edit or delete a program after creating it? Go to the Programs section, find your program, and select Edit or Delete from the available options.
Can I assign multiple programs to a single job? You can only assign one program per job in Arborgold. To offer additional services, add them separately to the job.
What happens if I change the services in a program after it's assigned to a job? Updates to a program’s services don’t affect jobs where it’s already been assigned—those jobs retain the original bundle unless you manually update them.