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, Estimate, Invoice, Checklist, Forms, Ticket Creation - Coggle Diagram

- - - - Ticket Selection [Click]
        
        Invoice Estimate Sub tab [Click]
        
        Add new estimate button [Click]
        
        Add line item button [Click]
        
        Line Item Description [Click]
        
        With SA
        
        1 more item...
        
        Without SA
        
        1 more item...
        
        Select template [Click]
        
        Save Estimate [Click]
  - - - Add new Estimate [Click]
        
        Existing Customer
        
        Add line item button [Click]
        
        Line Item Description [Click]
        
        With SA
        
        Add Service Agreement [Click]
        
        1 more item...
        
        Without SA
        
        Save Estimate [Click]
        
        New Customer
        
        Create a new address [Click]
        
        Save [Click]
        
        Add line item button [Click]
        
        Line Item Description [Click]
        
        2 more items...
- - - - Billing [Click]
        
        Create estimate [Click]
        
        Actions [Click]
        
        Add line item [Click]
        
        Add item name [Click]
        
        Add Trip Charge
        
        Add Discount
        
        Add Additional Fee
        
        With SA
        
        Present Service Agreement [Click]
        
        Show / Select Equipment [Click]
        
        1 more item...
        
        Without SA
        
        Signature [Click]
        
        Save Signature [Click]
        
        1 more item...
- - - - "+" icon
        
        Select estimate [Click]
        
        Add line item [Click]
        
        Select Line Item [Click]
        
        Add button [Click]
        
        Add all [Click]
        
        2 more items...
- - - - Ticket Selection [Click]
        
        Invoice Estimate Sub tab [Click]
        
        Add new invoice button [Click]
        
        Add line item button [Click]
        
        Line Item Description [Click]
        
        With SA
        
        1 more item...
        
        Without SA
        
        1 more item...
  - - - Add new Invoice [Click]
        
        Existing Customer
        
        Add line item button [Click]
        
        Line Item Description [Click]
        
        With SA
        
        Add Service Agreement [Click]
        
        1 more item...
        
        Without SA
        
        Save Invoice [Click]
        
        New Customer
        
        Create a new address [Click]
        
        Save [Click]
        
        Add line item button [Click]
        
        Line Item Description [Click]
        
        2 more items...
- - - - Billing [Click]
        
        Create invoice [Click]
        
        Actions [Click]
        
        Add line item [Click]
        
        Add item name [Click]
        
        Add Trip Charge
        
        Add Discount
        
        Add Additional Fee
        
        With SA
        
        Present Service Agreement [Click]
        
        Show / Select Equipment [Click]
        
        1 more item...
        
        Without SA
        
        Signature [Click]
        
        Save Signature [Click]
        
        1 more item...
- - - - "+" icon
        
        Select estimate [Click]
        
        Add line item [Click]
        
        Select Line Item [Click]
        
        Add button [Click]
        
        Add all [Click]
        
        2 more items...
- - - - Attach Checklist [Click]
        
        Checkbox [Click]
        
        Attach Button [Click]
- - - - Add [Click]
        
        Checklist Selection [Click]
        
        Next [Click]
        
        Save [Click]
- - - - Attach Form [Click]
        
        Checkbox [Click]
        
        Attach Button [Click]
- - - - Forms [Click]
        
        Add [Click]
        
        Select Form [Click]
        
        Next [Click]
        
        Save [Click]
- - - - "+" icon [Click]
        
        Add forms [Click]
        
        Select forms [Click]
        
        Save [Click]
- - - - Existing Customer
        
        Next [Click]
        
        Add technician [Click]
        
        Next [Click]
        
        Create Ticket [Click]
      - Create New Customer [Click]
        
        Save Button [Click]
        
        Next [Click]
        
        Add technician [Click]
        
        Next [Click]
        
        Create Ticket [Click]
  - - - Existing Customer
        
        Next [Click]
        
        Add technician [Click]
        
        Next [Click]
        
        Create Ticket [Click]
      - Create New Customer [Click]
        
        Save Button [Click]
        
        Next [Click]
        
        Add technician [Click]
        
        Next [Click]
        
        Create Ticket [Click]
  - - - Existing Customer
        
        Next [Click]
        
        Add technician [Click]
        
        Next [Click]
        
        Create Ticket [Click]
      - Create New Customer [Click]
        
        Save Button [Click]
        
        Next [Click]
        
        Add technician [Click]
        
        Next [Click]
        
        Create Ticket [Click]
- - - - existing customer
        
        customer billing address [click]
        
        customer service address [click]
        
        add visit [click]
        
        Schedule Visit Pop up [click]
        
        Done [click]
      - New customer
        
        "+" icon [click]
        
        Service address not same as billing
        
        Toggle [click]
        
        Done [click]
        
        Done [click]
        
        1 more item...
        
        Service address same as billing
        
        Done [click]
        
        same from add visits above
- - - - Schedule [Click]
        
        Time Slot [Click]
        
        Schedule Visit Pop up Done [Click]
        
        Done [Click]
        
        Book Job [Click]
    - - Save [Click]
        
        Existing Customer
        
        Schedule [Click]
        
        Time Slot [Click]
        
        Schedule Visit Pop up Done [Click]
        
        Done [Click]
        
        1 more item...