{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/4e42a149219f427aac685180fd9ed480\" frameborder=\"0\" width=\"1662\" height=\"1246\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1246,"width":1662,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1246,"thumbnail_width":1662,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/4e42a149219f427aac685180fd9ed480-936a369190752897.gif","duration":259.239,"title":"Creating and Converting Quotes on Rotor","description":"This Loom explains the flow of creating and approving a customer quote in the Rotor mobile app and then converting it into a service plan. The presenter navigates to the customer’s page, selects Quote, assigns the quote to themselves as the sales person, and manually builds it from the default service type by adding a window washing line item with a $10 discount and notes. They choose SMS sending, copy the link if needed, approve the agreement on their phone, and confirm the quote status shows as approved in the customer. Finally, they convert the approved quote into an inactive plan that carries over the quote details, which can later be edited or scheduled."}