Receive Dispatch and Locate Customer
Step 1: Dispatched to a job for Jane Smith at 789 Jack Ave NYC, New York 12345
Step 2: Go to the customer list icon. Search and find customer "Jane Smith."
Launch Work Order and Perform Diagnosis
Step 3: Launch a work order for this customer
Step 4: Use the Quick Add to add a dispatch/diagnosis/service fee's
Step 5: Get the customer signature for the Diagnosis fee
Build Your Quote
Step 6: Open your option boards (123 with 3 dashes icon)
Step 7: Find and open the Plumbing (Business Type) > Utility > Utility Standard Faucet Replacements and add to a new option board to present to the customer
Step 8: Add to the "Best" option onto the option board
Step 9: Personalize it with Jane Smith's Invoice
Step 10: Add a summary of findings note
Present to the Customer, Collect Signature, and Payment
Step 11: Present the option board to the customer and they choose
Step 12: Add the option to the work order
Step 13: Give a 10% Senior discount
Step 14: Add the Service Agreement agreement charge to the invoice (Quick Add)
Step 15: Add an internal note about faucet location in lower bathroom
Step 16: Get the customer signature for the approval for the work to begin
Step 17: Get the customer signature for the acceptance of the work
Step 18: Get the payment in full for the job using a check ending in 12345
Step 19: Save and email the invoice out to the customer
Now that you've mastered using prebuilt option boards, try Creating Your Own Option Board!