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WALKTHROUGH 01
Getting Started
Walk through the setup wizard — Shop, Equipment, Pricing, Connect, Team — and quote within the hour.
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WALKTHROUGH 02
The Dashboard (Shop Floor)
See every job in your shop on one Kanban board, drag cards to update status, and spot late work and quotes that need a nudge.
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WALKTHROUGH 03
Wide/Digital Quote Builder
Build a quote in under a minute. Your calculated price and an AI price from your own history sit side by side on every line.
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WALKTHROUGH 08
AI Quote
Turn a request that's already written down — your AI Quote inbox, a pasted email, or an uploaded PDF or photo — into a priced quote in three steps.
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Quotes, products, the job ticket, merch & stores
WALKTHROUGH 16
Quotes List & Follow-up
Every quote from Draft → Sent → Viewed → Approved, with follow-up nudges at 30 days so nothing quietly dies.
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WALKTHROUGH 17
Product Presets
Import the price list you already work from — or build the catalog by hand — then add any item to a quote in two clicks.
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WALKTHROUGH 18
Outsourced Work & Purchase Orders
Mark a line as outsourced, price it from the vendor's cost, and raise the PO from the job — the customer never sees the vendor.
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WALKTHROUGH 19
The Job Ticket
Every job on one screen — line items with an inline editor, quote status, files and proofs, shipping, and invoice.
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WALKTHROUGH 20
Ask Printcore
Describe the job in plain words — or say it out loud — and the assistant builds the lines, asks only what's missing, and prices them with your own calculators.
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WALKTHROUGH 21
Apparel & Promo
Quote tees, hats, and promo items as blank + decoration, with a mockup on the product photo — on the same quote as your print work.
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WALKTHROUGH 22
Company Stores
Give a customer a branded store: their logo already on every item, one fixed price, orders that bill to their account — or sponsored stores where each person pays by card.
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Specialty quoters
WALKTHROUGH 04
Wrap Quotes
Quote a vehicle wrap in four short steps — vehicle, coverage and material, labor and extras, review.
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WALKTHROUGH 05
Cut Vinyl Calculator
Quote die-cut letters, decals, and graphics — multiple line items, weeding complexity, quantity breaks, and on-site installation.
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WALKTHROUGH 06
Booklet Quotes
A four-step wizard for multi-page printed pieces, with live pricing and margin on every change.
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WALKTHROUGH 07
Channel Letter Quotes
Five-step wizard for illuminated and non-illuminated channel letter signs — in-house or outsourced to a vendor.
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Operations
WALKTHROUGH 09
Customers
One screen for every customer — orders, revenue, contacts, portal access, and the link to your accounting software.
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WALKTHROUGH 10
Customer Portal
What your customers see — approve quotes and proofs from a link, track orders, reorder, and chat with an AI assistant.
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WALKTHROUGH 11
Production
What's in the queue, what's at each station, machine limits that quoting respects, and reports built from real timings.
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WALKTHROUGH 12
Inventory, Purchase Orders & Suppliers
See what's in stock, what's running low, and what to buy — with Purchase Orders and Suppliers each on their own screen.
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WALKTHROUGH 13
Reports
Standard reports plus AI-powered insights — profitability, customer value, sales by rep, production analysis, and more.
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WALKTHROUGH 14
Shipping (per job)
Shipping lives inside each job ticket — multi-box shipments, live rates, labels, packing slips, and what the customer gets charged.
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WALKTHROUGH 15
Shop Settings
Where you tune defaults, add team members, and connect accounting, shipping, and email.
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