Configuring Shop Settings

What It Is

Shop settings in SignTracker allow you to customize critical preferences such as time zones, language, currency, and measurement units to align with your business’s operational standards. These settings ensure consistency across all tools and functions within the application.

Video: Shop settings

Why It’s Important

• Localized Experience: Ensures the platform reflects your geographical and operational context.
• Improved Accuracy: Correct time zones and currencies eliminate miscommunication or errors in scheduling and pricing.
• Professionalism: Configuring settings like language and currency enhances client interactions, particularly in diverse or international markets.

How It Helps

• Streamlines Workflow: By standardizing measurements, time zones, and currency, your team can work more efficiently without needing manual adjustments.
• Enhances Client Communication: Customizing language and currency ensures a professional and tailored client experience.
• Reduces Errors: Predefined settings help prevent inconsistencies in pricing, scheduling, and task management.

Step-by-Step Instructions

1. Login and Navigate to Settings

• Open the SignTracker application and log in with your credentials.
• Navigate to the Setups tab.
• Click on Settings.

2. Access Look and Feel

• Within the Settings menu, locate and open the Look and Feel section.

3. Set Up Time Zone

• Locate the Time Zone option.
• Select the appropriate time zone for your location from the dropdown menu.

4. Set Up Language

• Locate the Language option.
• Choose your preferred language for the application interface from the dropdown menu.

5. Set Up Currency

• Locate the Currency option.
• Select your desired currency, such as US Dollar (USD) or another applicable currency.
• Note: In the U.S., you can choose between US Dollars or US Fractional Cents, which is beneficial for sign shops or print shops that quote prices in fractions.

6. Set Up Units

• Locate the Unit option.
• Choose between Imperial or Metric units based on your preference.

7. Save Your Settings

• Once all preferences are configured, click on Save.
• Your settings will now be updaTips

• Review Preferences Regularly: Periodically review your settings to ensure they align with current business needs or regional changes.
• Custom Configurations: Use the Look and Feel settings to customize branding elements like colors or logo for enhanced client interaction.

Pro Tips

• When setting up time zones, currency, and measurement units, confirm they match your geographical location and operational standards to avoid later adjustments.
• If your shop quotes prices in small increments (e.g., for custom materials or bulk orders), selecting US Fractional Cents can improve quoting accuracy.

Customize the Look and Feel section by uploading your logo and adjusting platform colors to match your brand. This ensures a cohesive experience for clients when viewing documents like quotes or contracts.