Getting Started with SignTracker
Welcome to SignTracker
- START HERE Watch the 8 minute SignTracker setup and walkthrough video
- Welcome to your Help Center!
- What is SignTracker?
- From Chaos to Control: Transforming Your Sign Shop
- SignTracker Core Feature Set
- SignTracker Glossary of Job Terms
Sign Tracker Quick Start Guide (Start Here)
Configuring and Setting up Your Account
Working with Contracts and Quotes
- Your Shop’s Quoting Playbook
- SignTracker Tip Sheet: Adding Apparel and Promotional Items
- Step-by-Step Guide Quoting Guide
- Setting Up Items for Quoting
- Quoting Templates Set Up
- Quoting and Contract Management
Working with Jobs, Tasks, and the Calendar
- Understanding and Customizing the Job Flow Board
- Task Board Overview (now live)
- Task Board, Set up and Daily Use (now live)
- Job Creation and Managment
- Task Template Setup
- Task Managment and Templates
Working with Forms, Sign Templates, and Reports
Working with QuickBooks Integration
- QuickBooks Set Up Guide
- Quickbooks Integration Set Up
- Installing the Web Connector for QuickBooks Desktop
- Configuring Quickbooks Taxes
- Syncing SignTracker and QuickBooks Invoices
- Quickbooks Desktop Integration Walkthrough