Creating a Job

Overview

Getting the scope of work formatted correctly at the early stages of a project is extremely important — it sets you up for success at every key milestone that follows.

Steps

• 1
  Click "Insert Scope of Work"

  This will open a dropdown with all available scope types. Fabricate and Install and Install Only are the two most common scopes you will use.

  
• 2
  Select the appropriate scope and click "Insert"

  Once you click Insert, the text box will automatically populate with a pre-formatted scope template.

  

  
• 3
  Write out the scope of work

  Follow the same lettered listing format (A, B, C…) that was auto-generated — this structure will be referenced at key milestones later in the project. Fill out each line item in this order:

  • Quantity — e.g., One (1)
  • Face or Set — S/F (single face), D/F (double face), Set of, etc.
  • Illumination — Illuminated or Non-illuminated
  • Sign Type — Channel letters, face change, cabinet, etc.

  
• 4
  Add additional scopes as needed

  Use the same "Insert Scope of Work" dropdown to add any additional scopes — for example, Removal when existing signage needs to come down. Each inserted scope appends a new numbered section to the text box.

  

  Select the additional scope from the dropdown

  

  Both scopes now appear in the text box
• 5
  Click "Save and Complete"

  Once the scope is finalized, click Save and Complete to create the project in SquareCoil.