Two Scoro words this guide uses constantly. They're not the same thing, and the order matters:
1NH0912E). It's the folder everything else lives in.A few more terms you'll see:
1NH0912E. When you have one, it's the best project name.Rev 2, the third Rev 3, and so on.First, get to the new-project screen: in the top navigation bar, click Projects, then click the + New button. (You can also use the global + quick-add at the top-right of any screen and choose Project.) That opens the new-project form — the name field is the box at the top.
Now, what to type in the name box. The project name answers: which job is this? Use the carrier site code if the customer gave you one, or a descriptive name if they didn't.
1NH0912E, 1PH4147A, 2LY4297A.Beaver Stadium, Crossover Stairs (Franklin), Steel Bollards - Smith Co.When fresh work comes in at a site you've worked before and that old job is done, make a new project — don't reopen the old one. Add the year after the code:
Real example: site 1NH6392B had work in 2020, then 2022, then 2024. With the year on each, the current job is obvious to anyone.
Once the project exists, make the quote from inside that project — not from the Quotes screen. How:
Because you started from the project, Scoro fills in the Project box on the quote for you — it's linked from the start.
You're now on the new-quote form (you got here by clicking New quote on the project, per the previous section). Scoro gives you a Quote name box near the top. Right now it's habit to type "CompanyName quote" there — over 99% of quotes are named that way. Instead, type a short label that answers one question: what makes THIS quote different from the other quotes on the same project?
A "label" is just a few words — Initial, Add: handrail, Rev 2. Short, no full sentence. See the five labels for which one to pick.
A new request is one of three situations. Find the match, do what it says.
1NH0912E) or a descriptive site name (Beaver Stadium) in the name box, and set the company.Initial.The project's still pending or in-progress and the customer wants to add work or re-quote something.
Add: [what]Rev 2 (or Rev 3, Rev 4…)Alt: HDG + Alt: SSThere's an old project for this site, but it's completed/closed. This is fresh work, months or years later.
1NH6392B - 2024. Set the company.Initial.These are the five labels you'll use most. Use them the same way every time — that's what makes them findable later.
First quote on a job. Or the only quote, if it's simple.
Example: Initial
Redoing a quote you already made — same work, just updated (price changed, customer asked for an edit).
Example: Rev 2
Quoting extra work on a job that's already running — the customer asked for something additional.
From NF232: Add: stub ups, Add: FRP supports, Add: shim plates
Two options for the same work — like a galvanized price and a stainless price, so they can pick.
Examples: Alt: HDG, Alt: Stainless
A big job planned in stages from the start. Each phase gets its own quote.
Example: Phase 2
Doesn't fit any of these five? Type something short that says what's different. Aim for under 20 characters.
An imagined Jacobs project, "Atlantic Tower Mount," showing every label in context. (These don't exist in your real Scoro — it's just to show them all in one place.)
| When | Quote name | What's happening |
|---|---|---|
| Jan '25 | Initial | Main job — first quote on the project. |
| Feb '25 | Rev 2 | Customer asked for a price update on the main job. Same scope, just redone. |
| Mar '25 | Add: backing plates | Job is running. Customer asked for backing plates on top of the main scope. |
| Apr '25 | Alt: HDG | Customer wanted to see what HDG costs for an upcoming sub-frame… |
| Apr '25 | Alt: Stainless | …and what stainless costs for the same sub-frame. Two options to pick from. |
| May '25 | Phase 2 | Second phase begins — was planned in stages from the start. |
Anyone scanning this list sees the full story at a glance: main job, a redo, an add-on, two material options, and a planned second phase.
The point of a small, fixed set of labels — used the same way every time — is that the system can find them.
Add: stub ups for stub-up work and you can search Scoro for "stub ups" and pull every quote across every customer where it came up. Same for Rev 2, Alt: HDG. Today, with everything named "Jacobs quote," those searches return nothing useful.Rev 2 and the other half types "revision" or "v2 of quote," search breaks. The five labels above are the agreed words — use them as-is. As admin, this small fixed set is yours to protect.Two real cases from your work, showing what the names would be with the labels from day one.
Today every row says "Jacobs quote" — seven clicks to remember what they were. With the convention, anyone reads it at a glance: a main antenna-frame job plus six follow-on add-ons. The labels are pulled straight from the line items on Michael's own quotes — his own words.
Three identical $27,550 quotes the same day — probably should have been one. Nobody could tell from the list, so the duplicates just sat there. Picking Rev 2 / Rev 3 is the moment you'd notice and consolidate.
The whole point: capture in the system what's currently only in someone's memory, so the next person picks up where the last one left off — without playing 20 questions.
| Today | After |
|---|---|
Have to ask which quote is the handrail one, or which 1NH6392B is current. | Anyone answers it from the Scoro list. Nobody's memory is the bottleneck. |
| 5 quotes on one project, all named the same — open each to tell them apart. | Each name says what it's for: Initial, Add: handrail. Read the list, you know. |
| Same site, 3 projects from different years, all named alike. Can't tell which is current. | Each project name has the year — the current one is obvious. |
| Three duplicate same-day quotes that should've been one. Easy to miss. | Picking Rev 2 / Rev 3 makes you notice — and probably consolidate. |
| A new hire has to learn one person's mental model before they're useful. | The system tells them what every quote and project is for. Useful on day one. |
| When the person who knows is out, Scoro gets harder for everyone else. | Scoro stays usable. The knowledge lives in the system, not one person. |
Initial, Rev 2, and Add: [what] cover almost every case.