Documentation Index
Fetch the complete documentation index at: https://docs.runsubstrate.com/llms.txt
Use this file to discover all available pages before exploring further.
Getting Started with Substrate
Substrate is a job management tool for sign shops — it tracks every job from the first customer conversation through design, production, and invoicing.The Core Workflow
Every job moves through five stages in order:| Stage | What’s happening |
|---|---|
| Quote | You’re pricing the job and sending it to the customer for approval |
| Design | Your designer is working on the artwork |
| Proof | The design is sent to the customer for approval |
| Work Order | The job is approved and in production |
| Invoice | The job is complete and invoiced |
The Dashboard
The home screen shows stat cards for each active stage. Each card displays the number of jobs currently in that stage and their combined dollar value. Click any card to jump directly to that stage.Navigation
The top navigation bar gives you access to the main areas:- Quoting — manage quotes, send to customers, mark won or lost
- Design — track design and proof work
- Production — move jobs through print, laminate, and production
- Customers — manage customer records
- Search — find any work order or customer instantly (magnifying glass icon)
Kanban vs. List View
Most workflow pages offer two views:- Kanban (default) — columns representing each sub-stage; drag a card to advance it
- List — a sortable table for scanning many jobs at once
Work Order Numbers
Every job gets a prefix based on its current stage:| Prefix | Stage |
|---|---|
| QU | Quote |
| DE | Design |
| PR | Proof |
| WO | Work Order |
| IN | Invoice |