SAMPLE DOCUMENT — This is an example invoice for demonstration purposes only. Client details are fictional.
Automation · CRM · Web · AI Integration
Juan Carrillo
Orange County, CA
juanjessyc@gmail.com
ocdevco.pages.dev

INVOICE

Invoice # OCD-2025-014
PAID
From
OC Dev Co
Juan Carrillo
Orange County, CA
juanjessyc@gmail.com
Bill To
Westside Realty Group
Michael T. (Owner)
Los Angeles, CA
mike@westsiderealty.example
Invoice Date
November 4, 2025
Due Date
November 11, 2025
Project
CRM + Lead Form Setup
Description Hrs Rate Amount
GoHighLevel CRM Setup
Full account configuration, pipeline stages (10), custom fields, team user roles, notification routing
6.0 $65/hr $390.00
Lead Capture Form — Seller
Multi-step GHL form: property info, contact details, condition flags. Embedded via iframe on client website.
3.5 $65/hr $227.50
Lead Capture Form — Buyer
Separate buyer intake form with financing fields, price range slider, neighborhood preference checklist
2.5 $65/hr $162.50
Automation Workflow — New Lead
Triggered on form submit: SMS to agent within 90 sec, email confirmation to lead, tag assignment, CRM card creation
4.0 $65/hr $260.00
LeadMailbox Integration
API connection — seller form feeds directly into LMB campaign "Westside Sellers Q4". Custom field mapping verified.
2.0 $65/hr $130.00
Testing & QA
End-to-end testing of all 3 forms, automation triggers, CRM routing, and LMB push. Confirmed live with 4 test leads.
1.5 $65/hr $97.50
Subtotal$1,267.50
Tax (0%)$0.00
Deposit Received−$250.00
Total Due$1,017.50
Accepted via: Zelle Venmo PayPal Cash App Check