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hi guys in this video Im 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 Im going to go down and find the right client open up their dashboard in the top right corner theres a plus sign where I can initiate a new contract beginning with the quote Ill choose the location the billing and whether this is commercial or residential and then Ill choose which Services Im bidding Im going to do Roofing here okay Im gonna open up my templates and its going to show me my roof templates Im 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 Ill 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 Im just going to keep it simple with the template Ill load my payment terms Im going to do net 60 add any warranties and then I will go ahead and preview this quote and here it is now
