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How to do an invoice for roofing

hi guys in this video I'm going to show you how to build a quote and an invoice in less than a minute on the ray CRM so you can start your timers now I'm going to go down and find the right client open up their dashboard in the top right corner there's a plus sign where I can initiate a new contract beginning with the quote I'll choose the location the billing and whether this is commercial or residential and then I'll choose which Services I'm bidding I'm going to do Roofing here okay I'm gonna open up my templates and it's going to show me my roof templates I'm going to load that if I have any editing to do I can open it up here I can punch in a price and save that now I'll load the total cost and the deposit that I need for this bid if I wanted to I could add additional line items but for this case I'm just going to keep it simple with the template I'll load my payment terms I'm going to do net 60 add any warranties and then I will go ahead and preview this quote and here it is now at this point you can see there's the PDF and print options up at the Top If you're on the free version you'll either download this and email it to your client or you can print it and go get a hand signature on the standard version from here you would be able to send this quote directly from our system and your customer could e-sign and submit their deposit um and then I'm going to press convert to invoice and you'll see that now we have the invoice which is just a copy of the quote and when the time is right you can send this and collect payment directly on it and that's how you build a quote on the race system in under a minute