SGD Intake
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SOUTHERN
GRAPHIC
Β· INTAKE
Draft estimate
π Estimate
π Survey
Project name
Department
SGD
Apparel
Agrisigns
β Apparel: route to
Yary
.
Customer
β Not listed β add as a new customer
change
Ordered by β contact for this estimate
Past orders
Β· tap Duplicate to reuse
Line items
Β· price from the Pricing Card
οΌ Add line item
π¨ Also send to design
Designer
Joe
Erik
Arge
Fabby
Reference image
Β· logo / photo / sketch β added to the designer's task (optional)
Subtotal: $0.00
Β· QBO adds sales tax
βοΈ Email this estimate to the customer now
Build estimate
Unchecked =
draft
in QuickBooks (review & send yourself). Checked = emailed to the contact now.
Site survey
π Request site survey
Creates a task in Sales-Josh β shows in the installer dashboard to schedule.
Draft estimate created
Open in QuickBooks β
Open ClickUp task β
+ New intake