{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/32ae2edeec6c47a183048fa68ad8cadd\" frameborder=\"0\" width=\"1728\" height=\"1296\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1296,"width":1728,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1296,"thumbnail_width":1728,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/32ae2edeec6c47a183048fa68ad8cadd-e19cb4f202347c48.gif","duration":172.012,"title":"Converting a Quote on a Return Visit","description":"In this video, I walk you through the process of converting a quote into an invoice during a return visit for a service call. I demonstrate how to access the prep sheet, identify parts on hand, and convert the approved defrost heater repair quote into the call. After adding the missing repair details, I show how to invoice the customer, collect payment, and finalize the call. The remaining balance for the customer, Ben Dawson, was $235.01, which was paid by check. Please review this process to ensure you’re comfortable with converting quotes and handling customer payments efficiently."}