Ready to streamline your sign-making workflow? In this practical walkthrough, Craig Mertens, Director of Product Education at Inktavo, shows you exactly how to set up and manage your first job using Sign Tracker. Perfect for sign makers, wide-format digital printing businesses, and signage professionals, this video guides you step-by-step through account setup, creating estimates, task management, and mastering your job flow board.
WATCH HERE: SignTracker Setup and Walkthrough Video
You'll learn how to:
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Quickly set up your Sign Tracker account and company details
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Build efficient quoting templates to speed up your estimating process
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Create customizable task templates to simplify production
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Easily manage and track job progress with the dynamic job flow board
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Integrate seamlessly with QuickBooks to streamline your accounting
Chapters: 0:00 – Introduction 0:30 – Accessing Setup Guides 0:56 – Setting Up Company Information 1:36 – Creating Task Templates 2:05 – Managing Contacts and Companies 2:28 – Configuring Quoting and Pricing 3:22 – Creating and Managing Jobs 4:30 – Building Estimates and Contracts 5:29 – Assigning Tasks 6:12 – Navigating the Job Flow Board 7:14 – Using the Calendar View 7:37 – QuickBooks Integration and Admin Settings
Whether you're new to Sign Tracker or looking to improve your workflow, this comprehensive guide gives you all the tools you need to manage projects more efficiently and professionally.
🔗 Helpful Links:
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Access personalized live walkthrough webinars directly from your Sign Tracker dashboard
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Explore training archives on the Sign Tracker YouTube Channel
Chapters:
0:00 – Introduction & Overview
0:30 – Accessing the Account Setup Guide
0:56 – Setting Up Your Company Information and Logo
1:36 – Creating Custom Task Templates
2:05 – Adding and Managing Contacts & Companies
2:28 – Configuring Quoting, Pricing, and Taxes
3:22 – Creating and Managing Your First Job
4:30 – Building Estimates and Contracts
5:29 – Assigning and Managing Tasks
6:12 – Mastering the Job Flow Board
7:14 – Using the Calendar for Job Scheduling
7:37 – QuickBooks Integration & Administrative Settings
8:01 – Accessing Additional Training Resources
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