Sales
Everything Sales needs to run a job in SquareCoil, from creation through closeout — including change orders.
Getting Started
Logging in, navigating the interface, and an overview of how SquareCoil is organized for Sales and PM roles.
Creating a Job
How to create a new job, enter job details, assign a contact, and set the billing information.
Sending a Task
How to create and send tasks to team members, set due dates, and follow up within SquareCoil.
Uploading Documents
Uploading proposals, design sheets, permits, job photos, and other job documents to the correct location in SquareCoil.
Design Requests
Submitting a design request — type, format, description, technical details, and site photos.
Estimates
Building an estimate with line items, one item per scope of work, and setting pricing.
Proposals
Generating a proposal from estimates, setting tax type, completing it, and sending to the customer.
Shop Orders
Processing a shop order — attaching the design sheet, proposal, due date, pricing, and sending tasks.
Project Status
Updating job status throughout the project lifecycle and keeping the board accurate.
Costing
Entering and reviewing job costs in SquareCoil to keep a job's actuals lined up against the estimate.
Purchase Orders
Creating and tracking purchase orders for materials and subcontracted work tied to a job.
Processing a Change Order
The mechanics of handling a scope change inside SquareCoil once a job is already underway.
Closing Out a Job
Marking the job turned in for billing, final notes, and completing the closeout steps in SquareCoil.