A clear workflow helps your team stay organized and keep jobs moving from quote to production. This article gives an overview of how workflow management works in Printavo, including job statuses, quotes vs invoices, tasks, calendars, payments, and QuickBooks exports. It also introduces the key tools and features that help your shop track jobs, manage accountability, and stay on top of daily operations.
In this section, we will cover steps to set up and understand how to execute your shop's workflow in Printavo.
We will look at:
- Customizing job statuses
- Defining "Quote" vs. "Invoice"
- Quote List: Manage & Win More Sales Opportunities
- Invoice List: Easily Track Money Owed
- Tasks & Task Lists: Built-in Accountability
- Calendar Management Basics
- Power Scheduler (Premium)
- Payments, Refunds, and Deposits
- QuickBooks Online Export
- Printavo Success: Workflow FAQ
If you have any questions about optimizing your account, please reach out to your dedicated Success Manager or to our Customer Success Team at success@printavo.com.
If you are not yet a Printavo customer and would like to learn more, please reach out to our Client Concierge at sales@printavo.com.
If you are experiencing technical issues, please reach out to our Customer Care Team at support@printavo.com or call us at 800.213.9317.
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