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"

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

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

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