Download the SignTracker Quick Start Guide in PDF Format

This Quick Start Guide provides step-by-step instructions to help you set up and optimize your SignTracker account. Whether you're new to the platform or looking to refine your workflow, this guide walks you through the essential features, from job creation and quoting to QuickBooks integration and task management.

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What’s Included in the Guide?

This guide covers everything you need to know to get started with SignTracker, including:

• Initial Setup & Configuration: Learn how to set up your shop, manage employees, and customize settings.
• Job Management: Discover how to create jobs, track progress with the Job Flow Board, and streamline workflows.
• Quoting & Contracts: Set up quoting templates, generate professional quotes, and manage contract approvals.
• Task Management: Use task templates to improve efficiency and keep your team on track.
• QuickBooks Integration: Sync invoices, payments, and customer data seamlessly with QuickBooks.
• Calendar & Scheduling: Plan and track deadlines, team meetings, and client appointments.
• File & Document Management: Organize proofs, permits, and approvals in one place.
• Sign Design Templates: Access pre-built templates to speed up the design process.
• Efficiency Tips: Learn the top strategies to maximize productivity with SignTracker.

This guide is structured in a logical progression, making it easy to follow whether you're a new user or an experienced team member looking to optimize your workflow.

📥Download the PDF Quick Start Guide with the Link Below