Getting Started with SignTracker

Welcome to SignTracker

• Welcome to your Help Center!
• What is SignTracker?
• From Chaos to Control: Transforming Your Sign Shop
• SignTracker Core Feature Set
• SignTracker: Before and After
• Customizing Your Zen Desk Help Center Experience

Sign Tracker Quick Start Guide (Start Here)

• Download the SignTracker Quick Start Guide in PDF Format
• SignTracker Account Set Up Guide
• Top 10 SignTracker Tips for Maximum Efficiency

Configuring and Setting up Your Account

• Dashboard Overview
• Configuring Shop Settings
• Setting Up and Managing Employees
• Uploading your logo
• Uploading Your Contacts

Working with Contracts and Quotes

• Setting Up Items for Quoting
• Quoting Templates Set Up
• Quoting and Contract Management
• Re-using and Cloning Quotes

Working with Jobs, Tasks, and the Calendar

• Understanding and Customizing the Job Flow Board
• Job Creation and Managment
• Task Template Setup
• Task Managment and Templates
• Using the Calendar and Scheduling
• File and Document Management

Working with Forms, Sign Templates, and Reports

• Working with Forms and Work Orders
• Working with Sign Design Templates
• Working with Reports

Working with QuickBooks Integration

• Quickbooks Integration Set Up
• Installing the Web Connector for QuickBooks Desktop
• Configuring Quickbooks Taxes
• Syncing SignTracker and QuickBooks Invoices
• Quickbooks Desktop Integration Walkthrough
• Moving from Quickbooks Desktop to Quickbooks Online