IT / managed services

Project work and recurring MSP lines on one proposal

Setup, monitoring, hourly blocks, and hardware as separate lines so the customer sees project versus ongoing service clearly.

Project vs. recurring spelled out

Onboarding, migration, and monthly monitoring are separate sections so procurement knows what is one-time.

Milestone-friendly line items

Break deliverables into phases they can approve before you start billable work.

Portal acceptance and deposit

Sign off and pay the deposit without chasing PO emails to kick off the engagement.

How it usually runs

Spell out setup, recurring monitoring, hourly support, and hardware as separate line items. Customers sign off and pay the deposit through the portal.

Same Jorvio workspace as every other trade: quotes, portal, calendar, jobs, and optional Stripe payouts when you connect them under Settings.

Try it on your next estimate

7-day free trial on every plan. No card required to start. Unlimited quotes on Solo, Pro, and Agency.