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."

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     

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     

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