Welcome to SignTracker! Follow these 12 essential steps to get set up quickly and efficiently. Each step ensures your shop operates smoothly, from employee Set Up to job management. By following these steps, you’ll streamline your workflow, reduce errors, and improve team collaboration. Let’s get started!
🎥 Setting Up SignTracker Webinar Link: SignTracker Academy: Signing up & Setting up your account in SignTracker!
1. Get to Know the Dashboard
📌 Overview: Your dashboard is the central hub for tracking jobs, tasks, and deadlines.
🎯 Why It’s Important: Provides real-time visibility into your shop’s operations.
🎥 Video: Your SignTracker Dashboard
2. Set Up Your Employees
📌 Overview: Add team members, assign roles, and set permissions.
🎯 Why It’s Important: Ensures data security and accountability.
🎥 Video: Employee Setup
3. Configure Your Settings
📌 Overview: Customize your time zone, currency, and measurement units.
🎯 Why It’s Important: Standardizes processes and prevents errors.
🎥 Video: Shop settings
4. Import & Manage Your Contacts
📌 Overview: Organize client details and interaction history.
🎯 Why It’s Important: Improves communication and customer retention.
🎥 Video: Contacts
5. Upload Your Shop Logo
📌 Overview: Add your logo to quotes, contracts, and order forms.
🎯 Why It’s Important: Enhances branding and professionalism.
🎥 Video: Upload your logo
6. Set Up Your QuickBooks Connection
📌 Overview: Sync invoices, payments, and financial data.
🎯 Why It’s Important: Reduces manual entry and ensures accuracy.
🎥 Video: QuickBooks Options
7. Set Up Your Quoting Items
📌 Overview: Configure materials, labor rates, and markups.
🎯 Why It’s Important: Standardizes pricing and reduces errors.
🎥 Video: Quoting Items Setup
8. Set Up Your Quoting Templates
📌 Overview: Create reusable templates for consistent and professional quotes.
🎯 Why It’s Important: Saves time and ensures pricing accuracy.
🎥 Video: SignTracker Quoting Templates
9. Set Up Your Task Templates
📌 Overview: Standardize workflows by creating task templates.
🎯 Why It’s Important: Ensures no steps are missed in project execution.
🎥 Video: Job Tasks
10. Create Your First Quote
📌 Overview: Generate a professional quote and send it to a client.
🎯 Why It’s Important: Provides a seamless quoting process for sales.
🎥 Video: SignTracker Quoting
11. Create Your First Job
📌 Overview: Set up a job, assign tasks, and track progress.
🎯 Why It’s Important: Organizes job details and ensures smooth execution.
🎥 Video: Setting Up a New Job
12. Give Yourself a Pat on the Back! 🎉
📌 Overview: You did it! You’ve successfully set up your SignTracker account.
🎯 Why It’s Important: Running a business is hard work, and you’re off to a great start. Celebrate your progress and keep going!
🎥 Video: Special Words of Encouragement
💡 Need Help? Visit the Help Center or join a Live Weekly New User Webinar for extra guidance.
🎯 Take a Deeper Dive: Dig into the SignTracker Quick Start Guide with detailed, step-by-step instructions.
🚀 You're Ready! Complete these steps, and you’ll be well on your way to running an efficient sign business with SignTracker.
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