Session 2 covers the operational workflow after the quote is signed — converting to an invoice, collecting payment, ordering materials (full workflow), and scheduling and managing the contractor through to job readiness. Note: some teams use only parts of this workflow depending on role — cover all steps and clarify where handoffs occur.
Session Learning Outcomes:
Convert a signed quote to an invoice and collect customer payments.
Understand payment status icons and how payment notes appear on receipts.
Complete the full material ordering workflow for both non-inventory and inventory products.
Assign and schedule a contractor; know the contractor portal.
Mark labor complete and mark the contractor ready for payment via the correct action.
Pre-Session Prep:
Have a signed quote ready to convert to an invoice.
Have a non-inventory product on the work order ready for the ordering demo.
Have "Installer TBD" set up as a contractor with a personal/test email.
Have the contractor portal open in a separate tab for the portal walkthrough.
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