video1.0<iframe src="https://www.loom.com/embed/767cc324d9034200bf2170369d2795a4" frameborder="0" width="1322" height="991" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9911322Loomhttps://www.loom.com9911322https://cdn.loom.com/sessions/thumbnails/767cc324d9034200bf2170369d2795a4-138b8a8204a97e68.gif549.539This Loom explains how to configure WhipAround ShopOps default settings and export maintenance work orders as professional quotes and invoices. It covers setting quote validity duration, invoice payment due dates, terms and conditions, and invoice payment instructions, plus keeping company name, address, and logo up to date; changes auto-save without needing a separate save button. From a work order, users can choose Actions Export as Quote to enter a required quote number, with the valid until date and terms auto-populated from defaults, then export the PDF to downloads. For completed work orders, the same process applies with Actions Export as Invoice, entering an invoice number and billing recipient, with labor, parts, taxes, and totals pulled automatically from the work order; documents are downloaded directly and reflect any work order changes if re-exported.