Worksheet

Signage job stage handover sheet

A one-page table you build before choosing software. List each stage from survey to invoice in rows. Add columns for who holds the job, what they record, what they pass on and where it waits. Gaps in the table show what to automate first.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “How to Automate a Signage Business from Survey to Invoice”, www.gullysystem.com/blog/how-to-automate-a-signage-business