Trainings in this department
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Take In a Sale and Enter an Estimate
The first full workflow: from the customer's request to a complete estimate in EVO, step by step. The first two sections are ready: Start the Estimate, with a short video, and Finish the Details.
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Coming soon
The Notes Standard
Every instruction lives in the line item's Notes tabs, in sentence case, never in the order Chat: Design Notes, Production Notes, Sales Notes, and the rush rules.
Coming soon
Proof Approval, Our Flow
The proof goes to the customer, the status shows where it sits, and nothing moves to production before approval. How we follow up, and what the morning proof digest is for.
Coming soon
From Estimate to Order
Approvals, deposits, converting an estimate into an order, and what has to be true before production sees it.
Coming soon
Deposits, Payments & Invoices
How money moves on a job in EVO: deposits, progress payments, final invoices, and receipts.
Coming soon
Handoffs: Design, Production, Install
How a job leaves Sales: the task in SD-Orders with its due date, type, and priority, the boards and statuses, and booking the install.
Coming soon
Quick Price & Quoting Judgment
When a quick price is fine and when the job needs the full estimate, plus the product facts that change a quote: the banner stand bundle, and how to talk about safety film (never bulletproof).
Coming soon
Our Customer Wording
The exact words we use with customers: the pickup line, estimate emails, and what the customer sees on their documents and in the portal.