Vehicle Wrap Estimate SOP

How to Send a Vehicle Wrap Estimate

1. Accessing the Estimate Template

• Navigate to Invoices > Documents & Contracts > Templates

• Select Vehicle Wrap Estimate

• Click the three dots → Use Template

2. Editing the Estimate

• The main structure of the document remains unchanged.

• Key sections:

  • Editable area: Enter wrap details.

  • Next steps: Information for the customer.

  • Terms & Conditions: Remain unchanged.

3. Entering Customer & Wrap Details

• Add customer’s vehicle details (e.g., 2021 Jeep Wrangler).

• Specify wrap type (e.g., full wrap in cardinal red).

• Keep descriptions concise but informative.

• Click Save.

4. Setting the Deposit & Additional Charges

• 50% deposit required to schedule the job.

• If design services are needed:

  • Click New Item → Type Design

  • Select Service → Enter design cost (e.g., $500).

• Adjust total price as needed.

5. Adjusting Pricing

• Click the price field to edit.

• Update the displayed amount as needed.

• Ensure the correct total price is shown before sending.

6. Finalizing & Sending the Estimate

• Enter the customer's name (auto-fills their details).

• Click Send via Email.

• Update the subject line (e.g., 2021 Jeep Wrangler Wrap Estimate).

• Click Send to deliver the estimate.

• Confirm the document is saved and sent.