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TORQ Training: Opportunities Overview

General Overview

• Opportunities is located on the left sidebar of TORQ.

• This section is the core workflow area of TORQ.

• Jobs move left to right through columns representing different stages in the process.

• Each column may vary over time depending on updates or changes in your workflow.

Column Breakdown (Workflow Stages)

• New Lead

  • Entry point for new jobs or customer inquiries.

• To Quote

  • Jobs waiting on a quote to be created.

• Quote Sent

  • Quotes have been sent to the customer; awaiting response.

• Design

  • Approved jobs are dragged here manually.

  • Designers monitor this column to start/continue design work.

• Waiting on Materials

  • Jobs paused due to materials being ordered.

  • Used as a “holding” area until supplies arrive.

• Output for Production

  • Managed by the Production Manager.

  • Jobs here are design-ready and stored on the company drive, waiting for print prep.

• Currently Printing

  • Monitored by the printer operator.

  • Contains jobs being printed on vinyl printers.

• Flatbed Printing

  • Specific to jobs needing flatbed printing.

• Installation

  • For wrap installers or sign installers.

  • Jobs here are ready to be physically installed.

• Invoice

  • Jobs that are fully completed and ready to be invoiced.

  • Criteria: job must be installed, wrapped, or placed on a shelf—fully finished.

• Complete

  • Managed by the bookkeeper/secretary.

  • Jobs moved here only after invoicing is done.

Key Notes

• Each person is responsible for their respective column.

• Jobs should only move forward when the current stage is 100% complete.

• The flow is visual and linear, helping everyone know the job’s exact status.

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