WEBVTT

00:00:00.000 --> 00:00:03.500
What used to take a whole office now takes one person, you.

00:00:04.380 --> 00:00:05.600
This is Iskrex Books.

00:00:06.200 --> 00:00:07.840
Quotes and invoices in three languages.

00:00:08.480 --> 00:00:09.840
Live profit on every job.

00:00:10.380 --> 00:00:12.620
And an AI accountant that does the books for you.

00:00:13.200 --> 00:00:15.720
From CNC shops to plumbers and electricians.

00:00:16.200 --> 00:00:18.140
Your whole office on one screen.

00:00:18.920 --> 00:00:20.000
Let me show you how it works.

00:00:20.660 --> 00:00:24.280
In this short video, I'll show you how quick and easy it is to create a quote,

00:00:24.740 --> 00:00:28.500
send it to the customer, invoice it, send that invoice along,

00:00:28.500 --> 00:00:31.260
and let the AI accountant take care of the rest.

00:00:32.220 --> 00:00:34.700
So we just go here to Quotes and click the plus.

00:00:37.700 --> 00:00:41.400
Then we select the company we want to send the quote to and choose the part.

00:00:43.300 --> 00:00:44.820
Let's say an adapter.

00:00:45.360 --> 00:00:48.020
We already have this defined and we can add more.

00:00:49.820 --> 00:00:50.740
Like this one.

00:00:52.700 --> 00:00:56.120
You can change the quantity, add discounts, and that's it.

00:00:58.500 --> 00:00:59.500
We save and send.

00:01:00.220 --> 00:01:03.820
In the email preview, we can choose the language we want to send to the customer.

00:01:03.820 --> 00:01:04.820
Let's say English.

00:01:06.460 --> 00:01:10.300
And we can preview the PDF that will be sent, including all the text.

00:01:16.100 --> 00:01:17.100
Now we send it.

00:01:17.420 --> 00:01:19.460
We can check the email the customer receives.

00:01:20.180 --> 00:01:23.980
In this demo, everything routes to one inbox so you can see it clearly.

00:01:24.620 --> 00:01:28.020
This is the email the customer sees, with the pricing, the price,

00:01:28.020 --> 00:01:29.860
the pricing, and a short thank-you note.

00:01:30.380 --> 00:01:32.620
And here's the PDF template attached.

00:01:33.100 --> 00:01:33.900
Now let's go back.

00:01:34.620 --> 00:01:38.700
Say we've finished the work and we want to invoice it and send the invoice to the customer.

00:01:44.900 --> 00:01:47.260
Again, we choose English and send.

00:01:51.900 --> 00:01:53.700
We just wait for the email to arrive.

00:01:55.540 --> 00:01:56.220
And there it is.

00:01:56.660 --> 00:01:57.580
The invoice amount,

00:01:57.580 --> 00:01:58.620
with a thank-you note.

00:02:02.700 --> 00:02:03.940
And here's the PDF.

00:02:04.460 --> 00:02:08.260
This is the invoice the customer receives, with everything they need to pay.

00:02:08.820 --> 00:02:10.860
And that's it, from start to finish.

00:02:11.460 --> 00:02:14.220
It doesn't take long, and it's very easy to use.

00:02:14.700 --> 00:02:18.220
You can get comfortable with this interface in a couple of hours, or even minutes.