Scoro Naming Cheat Sheet

This isn't just for you. It's for the whole team — new hires picking up where someone left off, the money folks looking up sales and invoices, even you six months from now. When everyone names things the same way, everyone's life gets easier.

Project Naming (which job is this?)

Carrier site code	The customer gave you a code for the site: 1NH0912E, 1PH4147A, 2LY4297A
Descriptive name	No code from the customer. Use the site name, or what the job is for: Beaver Stadium, Crossover Stairs (Franklin), Steel Bollards - Smith Co

Make the name unique. "Pole Mount" or "Steel" on its own could be any of dozens of jobs. Add the customer name, the location, or some other detail so you can tell this one apart from the rest.

New job at the same site months later?
Make a new project. Add the year to the code: 1NH6392B becomes 1NH6392B - 2026.

Quote Naming (why is this quote different?)

Initial	First or only quote on the project
Rev 2, Rev 3, …	Same job — you're just redoing the quote
Add: [what]	Job is running, customer wants extra work
Alt: [what]	Same job, different option (HDG vs Stainless)
Phase 1, 2, 3, …	Big job split into stages from the start

Use the same words every time. That's how the search bar in Scoro and QuickBooks finds them later.

Which Situation? (find yours, do what it says)

Brand new site we've never worked

Make a new project (use the code or site name). For the first quote, type Initial.

Project we're already working on

Add a new quote to it. Pick: Rev 2, Add: [what], Alt: [what], or Phase 2 (or 3, 4).

Old project at this site, but it's done

Make a new project, with the year added (like 1NH6392B - 2026). First quote: type Initial.

Always Remember

Start from the project. Open the project first, then click "New Quote" inside it.
The Quote name box is blank. Type a label. Don't type "Jacobs quote" or "TSC quote" like before.
Pick a company on every project. Don't leave that field empty.
Internal only. The customer doesn't see these names on the PDF.

The One Rule Don't accept the blank box. Type a label.
Initial · Rev 2 · Add: [what] covers most cases.