SignTracker Core Feature Set

Dashboard & Navigation

Dashboard Overview

• Description: The main control panel providing an overview of job progress, tasks, and calendar events.
• Key Benefit: Ensures real-time visibility of all ongoing projects and pending actions.

 

User & Account Management

Employee Management

• Description: Allows administrators to add, manage, and assign roles to team members.
• Key Benefit: Ensures controlled access to data and streamlines collaboration.

Configuring Shop Settings

• Description: Set up business-specific details like time zones, currency, and branding.
• Key Benefit: Ensures operational accuracy and a consistent user experience.

 

Contact & Client Management

Managing Contacts

• Description: Centralized database for storing client and vendor contact details.
• Key Benefit: Improves communication, follow-ups, and customer relationship tracking.

 

Job & Workflow Management

Job Flow Board

• Description: A visual board displaying the status of jobs across different production stages.
• Key Benefit: Increases efficiency by identifying bottlenecks and prioritizing tasks.

Job Creation & Management

• Description: Enables the creation and tracking of jobs from inception to completion.
• Key Benefit: Keeps all job-related details in one place for better workflow coordination.

Task Management & Templates

• Description: Breaks down jobs into tasks, assignable to team members.
• Key Benefit: Standardizes workflows and prevents important steps from being missed.

 

Quoting & Financial Management

Quoting Item Setup

• Description: Configures materials, labor, and pricing formulas to create accurate quotes.
• Key Benefit: Ensures pricing consistency and minimizes calculation errors.

Quoting Templates Setup

• Description: Predefined templates for common signage jobs.
• Key Benefit: Saves time and maintains standardized quotes across projects.

Quoting & Contract Management

• Description: Generates professional, branded quotes and contracts.
• Key Benefit: Reduces turnaround time for approvals and streamlines contract management.

QuickBooks Integration

• Description: Syncs invoices, payments, and financial data with QuickBooks.
• Key Benefit: Eliminates manual financial entry and improves accounting accuracy.

 

Scheduling & Time Management

Calendar & Scheduling

• Description: Tracks deadlines, meetings, and project schedules.
• Key Benefit: Prevents missed deadlines and enhances team coordination.

 

Document & File Management

File & Document Management

• Description: Centralized repository for all job-related files, including proofs and permits.
• Key Benefit: Improves organization and ensures quick retrieval of documents.

Working with Forms & Work Orders

• Description: Provides form templates for work orders, change orders, and approvals.
• Key Benefit: Standardizes documentation and minimizes data entry errors.

Customizing Forms

• Description: Allows businesses to create branded and automated templates.
• Key Benefit: Enhances professionalism and ensures consistent communication.

 

Reporting & Analytics

Reports Overview

• Description: Generates reports on pipeline, work progress, and historical job data.
• Key Benefit: Provides data-driven insights to improve decision-making.

 

Design & Production Tools

Sign Design Templates

• Description: Pre-made sign templates for quick customization in design software.
• Key Benefit: Saves time and ensures professional-quality designs.