video1.0<iframe src="https://www.loom.com/embed/d51d35127e294fc58a164b8dfbbe6fa4" frameborder="0" width="1742" height="1306" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13061742Loomhttps://www.loom.com13061742https://cdn.loom.com/sessions/thumbnails/d51d35127e294fc58a164b8dfbbe6fa4-1f64a4f8f67ea619.gif546.194This Loom explains how to create and manage invoicing, quoting, and inspection reports in the back office. It covers generating invoice drafts with an AI agent or creating invoices manually, selecting the correct property, choosing contacts and CCs, configuring fees in settings, recording full or partial payments, and voiding, duplicating, or resending invoices. It also shows how to create invoices after jobs are ready to invoice, using quick actions to generate drafts from technician task notes, and how reminders lead to overdue invoice tasks. Finally, it describes quote creation with validity periods, tasks created after signed quotes, and creating quotes from deficiencies, plus real time inspection report editing with a change timeline.