video1.0<iframe src="https://www.loom.com/embed/21e04ce946c04c088193c93401d5e6a8" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/21e04ce946c04c088193c93401d5e6a8-070b1edf6933d099.gif415.339This 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.