Receive Dispatch and Locate Customer
Step 1: Dispatched to a job for Nick Smith at 159 Jim Ave NYC, New York 12345
Step 2: Go to the customer list icon. Search and find customer "Nick Smith
Launch Work Order and Perform Diagnosis
Step 3: Launch a work order for this customer
Step 4: Add a dispatch/diagnosis/service fee
Step 5: Get the customer signature for the Diagnosis fee
Build Your Quote
Step 6: Open your option boards - click on New Option Board
Step 7: Enter the Name of Best Faucet Test
Step 8: Enter the Description of "This is a test only a test"
Step 9: Click on the Business Type of Plumbing
Step 10: Select the Good, Better, Best mask
Step 11: Add a total of 3 task (1 task, 2 add-on) to the best option
Step 12: Add a total of 2 task (1 task, 1 add-on) to the better option
Step 13: Add a total of 1 task to the good option
Step 14: Personalize it with Mr Nick Smith Invoice
Step 15: Add a summary of findings
Present to the Customer, Collect Signature, and Payment
Step 16: Present the option board to the customer. They choose the best option
Step 17: Add the best option to the work order
Step 18: Add a service agreement
Step 19: Bill the customer at the value (service agreement) rate
Step 20: Get the customer signature for the approval of the invoice
Step 21: Get the customer signature for the acceptance of the work
Step 22: The payment was paid in full using a cash
Step 23: Save and email the invoice out