Requirements checklist
What to ask for when choosing software for signage companies.
A checklist built from how signage companies work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Site measurement sheet
- Rate card and per square foot quotation
- Workshop job card
- Outside job work
- Installation photo and sign-off
- Branch rollout tracker
- Repair and service calls
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For the sales and estimating team
- For surveyors
- For the workshop
- For installation crews
Reports to ask for
Ask to see each one with your own sample data.
- Jobs by stage, from survey to installed
- Quotations sent, converted and still awaiting reply
- Material stock to reorder and sheets used per job
- Installations due and crew days booked
- Invoices held for a completion photo
- Branch rollout position by client and store
- Repair calls open and chargeable
Systems it may need to connect to
Note which ones you already run.
- SMS
- Payment links and gateway
- Accounting export
Questions for any vendor
Put these to every supplier you are comparing.
- Is this software for sign makers or for printers?
- Can a quotation be priced per square foot?
- Can surveyors record measurements from site?
- Does it help with a rollout across many stores?
- Can it hold artwork versions?
- Can invoices reach our accounting package?
- Can we use it for repair calls on boards we installed?
- Who owns the client and job data?
- What does it cost?
- Is this too much for a small board shop?
- How soon will surveyors and the workshop be using it?
- What should an owner assemble before the rate card is entered?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- The board does not fit
- Rollouts lose their thread
- Stock never matches the register
- Billing waits on a photo
Prefer to talk it through? See the signage companies page.