video1.0<iframe src="https://www.loom.com/embed/0ab7979ef88f4369a943e8fbccc49d7c" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/0ab7979ef88f4369a943e8fbccc49d7c-0722ee34af78a70d.gif596.151This Loom demonstrates how to create and book a multiple service type cleaning quote in one workflow instead of sending separate quotes. The presenter adds the customer to a quote for every two weeks, then generates a template that includes deep clean every two weeks and also a monthly option for every four weeks, without needing dates initially. They show viewing past templates with edit history, sending the quote via email or text, and then converting to jobs by creating the Stripe customer ID and scheduling with an address and a starting date of the 28th, with the first visit set for later in the afternoon. They also illustrate adding a 30-minute add-on for the deep clean and note that after sending a quote, reps must mark it completed for day two follow up automations to trigger at 9 a.m.