Scenario
How a screen printer moves from spreadsheets to TaggIQ
This scenario shows how a screen printer can move estimating, proofing, orders, and invoices into one workflow.
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An illustrative scenario, not a customer testimonial.
The situation
Where the job starts
The shop has separate spreadsheets for blank costs, decoration charges, customer approvals, and invoice handoff. Each repeat order requires manual copying.
Workflow
How the work moves
Model the quote
The team builds quotes with blank product costs, setup charges, run charges, and margin visible.
Approve artwork
Proofs and customer approvals stay attached to the job instead of a separate email thread, and the Production Agent chases any proof still waiting on the customer.
Convert to order
Approved quote details carry into order and production context.
Invoice and sync
The invoice is generated from the order and synced to accounting where configured.
Outcome
What improves
- Less duplicate data entry
- Cleaner decoration margin visibility
- Approval evidence tied to each job
AI agents
Agents in this scenario
- Quote Agent Proposed build Every quote followed up. Stops the moment they reply. See the Quote Agent
- Production Agent Proposed build Chases artwork, sizes and sign-off so jobs keep moving. See the Production Agent
- Margin Agent Proposed build Flags thin margins before the quote goes out. See the Margin Agent
Keep reading
Related pages
- AI agents See all five AI agents Open
- Solution Screen printing estimating software Open
- Compare Spreadsheets vs TaggIQ Open
- Glossary Decoration pricing Open
Try the workflow with your own jobs.
Book a free AI workflow assessment to find the first job an agent can take on, or start a 30-day trial and test quotes, proofs, orders and invoices before you migrate anything.
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