{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/21e04ce946c04c088193c93401d5e6a8\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/21e04ce946c04c088193c93401d5e6a8-070b1edf6933d099.gif","duration":415.339,"title":"Pool Brain Quote to Job to Invoice Lifecycle","description":"This Loom explains the quote-to-job-to-invoice workflow in PoolBrain, showing how approvals trigger downstream records. It starts with a sent invoice in open state and describes how customers or office staff can approve or deny quotes, then demonstrates approving a quote to automatically create a one-time job in Not Started status with all quote details, notes, tech instructions, and line items carried over. The job can be assigned to a route for a technician, then updated to completed, after which closing the job creates the invoice with the same products and services. It also notes that invoices from one-time jobs are never auto-charged or auto-emailed and must be sent manually via the envelope icon."}