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Welcome to SignGuy AI Documentation

This documentation is written as training material, not just a reference list. It explains how the system is organized, what each module does, and how the pieces work together in daily shop operations.

Start with Guided Setup

Use this if you want the documentation version of the Quick Start → Standard Setup → Full Optimization path.

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How the Platform Is Structured

1

Customers feed Orders, Order Items, Invoices, Messages, Forms, and Customer Portal access.

2

Orders are the master container. Order Items inside each order hold production specs, dynamic category fields, and pricing. Production tasks auto-generate from workflow templates.

3

Pricing settings and historical invoice analysis power calculators, benchmark reporting, and quote quality.

4

Production workflow and employee stage tracking feed time data, payroll, and future analytics.

5

AI tools are credit-gated and logged, with monthly credits used before purchased credits.

6

Customer Portal, Employee Portal, and onboarding all tie back to tenant-specific configuration.

Need module-level help while reading? Open the in-app onboarding, customer portal, employee portal, or pricing setup flows to follow the same steps live.

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