⚡ Quick fill — type it how they said it, we sort it
Company / customer
🆕 New customer — capture what you have. Only the name is required; they're created in QuickBooks later, when the estimate is built.
📱 Texting this number? Confirm the customer okayed order & appointment texts from Southern Graphic Designs, Inc. — they can reply STOP anytime.
Ordered by — contact for this estimate
📱 Texting this number? Confirm the customer okayed order & appointment texts from Southern Graphic Designs, Inc. — they can reply STOP anytime.
Past orders · Repeat one to reuse its lines · Link to send an existing order to design
Line items
⏳ Loading the product list from QuickBooks…
⚡ Quick add
Your saved quick-add items (shared for the whole shop). Tap × to remove.
Approved artwork setup pricing is $45 / $90, but it cannot be applied until an approved QuickBooks item is mapped. Reference only — do not fold it into another product’s price.
Designer
Method of delivery · auto-set on the job
Due date · when design is needed — required, so designers know what order to work in
Reference files · logos, photos, sketches, AI / EPS / PDF / SVG — attach as many as you need (optional)
Review & create
Subtotal: $0.00 · QBO adds sales tax
Write it up as
Unchecked = draft in QuickBooks (review & send yourself). Checked = emailed to the contact now.
Site survey
So the surveyor has a callback number — especially for walk-ins.
Creates a task in Sales-Josh — shows in the installer dashboard to schedule.