Southern Graphic Designs

SGD Tools

Grouped by who uses them — find your section, ignore the rest. Each tool asks for its passcode when you open it.

Josh — start the day

Morning Door open ↗

The one-page morning: money that needs a decision, what got approved overnight, is anything broken.

Admin — Everything open ↗

One overview of the whole shop: jobs by stage, overdue, installs, stalled, proofs, sales.

Books — AR Tracker open ↗

Bookkeeping: invoices, estimates, POs, linked jobs and overdue aging — straight from QuickBooks.

Front desk — Jasmine

CRM — Leads & Front Desk open ↗

Who to touch today, the pipeline, and Jasmine's desk — leads, follow-ups, drop-offs, surveys, check-ins.

Customers open ↗

One record per customer — every estimate, invoice, and job, with one-tap reorder, text, and call.

Intake → Estimate open ↗

Customer lookup, line items → QBO draft estimate, surveys, send-to-design.

Assist — Visits & Follow-ups open ↗

Book visits and meetings, open appointment workspaces, and add or complete follow-up tasks.

Calendar open ↗

Everything dated in one place — installs, drop-offs, production due, surveys, meetings — plus the 📋 Morning List.

Design studio

Designer Queue open ↗

Every design job by designer and stage — what to work on next.

Proof Generator open ↗

Build the customer-facing proof PDF with auto-filled job details, then send for approval.

Production Sheet open ↗

The production order form: specs, materials, items — submit it for PM sign-off.

Floor & field

PM Command Center open ↗

Sign-off queue, "put in the system" orphans, the production board and metrics.

Install Queue open ↗

Installer field app — live jobs scheduled for install, with photos and completion.

Delivery Route open ↗

Every order waiting for delivery — set the stop order, then launch a Google Maps route.

Job Photos open ↗

Install and delivery photos per job — with the 🗺 Map tab plotting where they went in.

Gear, Specs & Kits open ↗

Common items, dimensions and reference photos — plus the 📦 Job Kits tab: what to grab before you roll out.

Reference & health

Operations open ↗

Anything that quietly didn't work — a receipt that never sent, a failed QuickBooks post, a scheduled job that didn't run. Stays listed until someone marks it handled.

Automations Cheat Sheet open ↗

What the customer gets at each stage (and what lands on the ClickUp task) — plus the manual text templates. Printable.

Guides open ↗

Quick cheat-sheets per role: designer, PM, floor, installer.

Floor Names open ↗

Manage the production-floor name list used by the rack/sign-off dropdowns.

The Production floor view, the per-job Job Hub, and the public Customer Status page open automatically from each job's QR code, so they're not listed here — scan the ticket to jump straight to that job.