Importing Proposals into JobRunner PS XLXS

Updated September 28, 2026 15:17

Overview

JobRunner allows proposals/quotes to be imported into the system using a specific Excel spreadsheet. This is a JobRunner feature only. For instructions on using this feature, a video is included below that goes over the operational steps for this feature.

Process

Watch the video below for instructions on importing the specific PS spreadsheet.

Before importing your first proposal, please review the Help Center article to learn how to use the PS XLXS properly. That article also contains the link to download the template for the Excel spreadsheet. To access that article, click Spreadsheet for Importing Proposals in JobRunner.