How to use Sign OS

Short, practical guides for every part of Sign OS, the sign shop MIS — written for busy sign shops. Search for what you need, or follow the setup steps below.

Set up Sign OS, step by step

New to Sign OS? This is the path to a fully set-up sign shop — work top to bottom, each step builds on the one before.

0
Set up your shop & add your team
Add your business details, logo and staff so everything downstream is branded and permissioned.
Set your business details →Upload your logo & set your colours →Add your team members →Assign roles & permissions →
1
Set up departments & labour rates
Define the stations work flows through and what an hour of each costs — the backbone of costing.
Create your departments →Set labour rates per department →
2
Set up machines & their rates
Tell Sign OS what each machine costs to run so machine time prices itself into quotes.
Add machines & their running rates →Understand the rate library →
3
Import suppliers, materials & items
Load who you buy from and what you buy, with real prices, so quotes cost from live numbers.
Add your suppliers →Add materials (your stock library) →Bulk-import from a spreadsheet →
4
Build a quote — premade or your own
Use ready-made products or build your own recipe, then produce a priced, branded quote.
Build a product →Start a quote — who it is for →Review & send the quote →
5
Turn the quote into a job
Convert an accepted quote into a live job with all its steps, files and commercials.
Turn an accepted quote into a job →The jobs list & a job at a glance →
6
Run it through production
Release the job, watch it on the timeline and floor boards, and finish it.
Release a job to production →Read the production timeline →The floor boards →
★
Stuck? Ask React
The AI assistant answers questions and can perform actions in context — any time you are unsure.
Meet ReAct, your AI assistant →

Browse by area

Getting startedThe 2-minute tour and the right order to set Sign OS up.8 guides Your shop & appearanceBusiness details, logo, margin, quotes & invoices and shop hours.12 guides Your team & rolesInvite people and control who can see and do what.2 guides Departments & labourThe stations work flows through and what an hour costs.2 guides Machines & ratesPrice machine time so it flows into every quote.2 guides Suppliers, materials & itemsWho you buy from and what you buy, at real prices.5 guides Products & processesBuild the recipes that price your work automatically.17 guides QuotingTurn products and custom work into priced, branded quotes.9 guides JobsRun accepted work — steps, files, paperwork and money.10 guides Invoicing & getting paidBill finished work, take deposits and chase what is owed.3 guides Production & the floorSchedule, release and track jobs through the shop.11 guides Purchasing & contractorsRaise purchase orders and manage install contractors.19 guides Customers & online storeCustomer records, web orders and your public storefront.9 guides Documents & templatesBrand your quotes, invoices, job sheets and checklists.3 guides IntegrationsAccounting, card payments, email, file sync and AI.8 guides Reports & insightsSee sales, margin and production at a glance.2 guides The React AI assistantGet stuck? Ask React to explain or do it for you.2 guides Bulk importLoad suppliers, materials and items fast from a spreadsheet.3 guides When things go wrongCredit notes, refunds, cancelled jobs, bad debt and duplicate customers.10 guides

Set up Sign OS, step by step

Set up your shop & add your team

Set up departments & labour rates

Set up machines & their rates

Import suppliers, materials & items

Build a quote — premade or your own

Turn the quote into a job

Run it through production

Stuck? Ask React

Browse by area

All guides

Set up Sign OS, step by step

Set up your shop & add your team

Set up departments & labour rates

Set up machines & their rates

Import suppliers, materials & items

Build a quote — premade or your own

Turn the quote into a job

Run it through production

Stuck? Ask React

Browse by area

All guides