Take In a Sale and Enter an Estimate | Sign Depot USA Training

The short version

This lesson teaches one job: put an estimate in, the Sign Depot way. To learn EVO in general, EVO has its own Training track inside the program (Account menu, My Profile, Onboarding).

Start the Estimate

Watch the video first. Then do the 3 steps.

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Tap + New Estimate

From the Dashboard: tap Sales, then Estimates. Tap the black + New Estimate button at the top right.

Pick the customer

Tap Select Customer and pick who the job is for. Brand new customer? Tap the + at the right of the box to add them.

Type the description

Say what the job is. Short. ALL CAPS, like YARD SIGNS. Then tap Next.

Finish the Details

You tapped Next. This is step 2, Details. Three boxes, then one button.

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PO number: only if they gave you one

If the customer gave you a PO number, type it in Customer PO# (A). No PO? Leave it blank.

The Customer PO# box on the Details screen

Where did the job come from?

Tap Estimate Origination (A) and pick the closest one: Walk-In, Referrals, Web Marketing, Existing Customer.

The Estimate Origination box on the Details screen

Who sold it?

Tap Salesperson (A) and pick who took the sale.

The Salesperson box on the Details screen

Tap Create Estimate

Tap the green Create Estimate (A) button. The estimate opens, with its number at the top. It is saved now. The next part adds what they are buying.

That is everything step 2 asks. There is no due date, Pickup, terms, or tax box here: the terms and the 8.25% tax ride along on the estimate by themselves, and delivery or install legs live in the estimate's Destinations tab.

Coming next

Add What They Are Buying. Each thing they buy gets its own line.
Category and Customer Description. Two small fields on every line.
Tell the Team. Instructions go in the line's Notes. Never in the order Chat.
Check It and Save. Four quick checks, then save.
Quick Price. Pricing a job before there is a customer gets its own short piece at the end.