video1.0<iframe src="https://www.loom.com/embed/0c83c3adc1c44ce09732c444b62edab0" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/0c83c3adc1c44ce09732c444b62edab0-8b08c59f5ee7a4de.gif183.04This Loom demonstrates how to create customer quotes and invoices from an in-progress visit. It shows tapping the plus icon, selecting Quote, and entering details like an introduction, customer reference, date, pipeline status, contract or job type, write-up, start dates, notes, and PO numbers, then adding line items with locations and descriptions. The Loom also covers signing the quote on site, then creating a one-off invoice after the work is completed, adding line items and assigning a contact for emailing. All records are saved in the system and ready once the visit is complete.