Signtraker Business & Software Resources

02 Jul 2020

Sign Installation Experts

I am using QuickBooks Online. How Does SignTraker Decide How to Match up Customer Records?

Q: I am using QuickBooks Online. How does SignTraker decide how to match up Customer Records? I have been editing things in my QuickBooks, and now it seems like I am getting new Customer Records in my QuickBooks that I’m not expecting (they are not matching correctly). What’s happening?   A: Remember that SignTraker is… Continue reading I am using QuickBooks Online. How Does SignTraker Decide How to Match up Customer Records?

 1,822 total views

27 Jun 2020

Sign Installation Experts

How does “Eligible for mileage surcharge” for Services work?

Q: How does “Eligible for mileage surcharge” work? I noticed tonight that it isn’t working the way I expected. Here is my “Order Other Service” screen, where you can see there is no charge for delivery. I want to automatically charge for trips to properties we are re-visiting to add an additional service:   A:… Continue reading How does “Eligible for mileage surcharge” for Services work?

 1,641 total views

23 Jun 2020

Sign Installation Experts

Customize Your New Order Message

Do you find that your customers are unclear on your service terms, that their installation price included removal, their basic rental period, or other things?   You can alleviate some of these questions by including some of these details as part of the information provided to the Agent when they are placing their order: To… Continue reading Customize Your New Order Message

 1,567 total views

22 Jun 2020

Sign Installation Experts

Error Message:”Stale Object Error:..Your work was not saved”

Q: Could you please take a look at my QuickBooks export if you have a moment? It is giving me an error message that I don’t quite understand. The error message says:   “Error updating customers – batch failed with specifics: [{“AgentId”:100512, “AgentQboId”:”11705″, “FirstName”:”Kim”, “LastName”:”D”, “Operation”:”update”, “CustomerId”:”11705″, “Error”:”Validation Exception was thrown. Details:Stale Object Error :… Continue reading Error Message:”Stale Object Error:..Your work was not saved”

 1,768 total views

05 May 2020

Sign Installation Experts

What’s the best way to drill holes in real estate panels?

Q: We have a lot of panels that were originally intended to be used with metal stick-in-the-ground “H” style real estate sign frames. We’re converting to using the new wood textured PVC posts you supply, but now we have to drill holes in the panels in order to hang them. The problem is that when… Continue reading What’s the best way to drill holes in real estate panels?

 3,094 total views

04 May 2020

Sign Installation Experts

Can we edit or replace installation photos after an order has been installed?

Q: Can I upload pictures to an installation order after the order has been completed? Is this possible? This came up because an installer forgot to take a picture but I wanted to complete the order same-day in the system. -Tyler   A: Tyler, yes, you can. This issue does comes up from time to… Continue reading Can we edit or replace installation photos after an order has been installed?

 1,381 total views

11 Apr 2020

Sign Installation Experts

An agent left an office. Can I just rename the account to give the listings to someone else?

Q: Hey Guys, we have an agent with the “Jones” office named Jocelyn. She is no longer with the office but has several listings under her account. Another agent with Jones, David, wants to take over her account. Is it OK if I just change the name, email and username and cell phone number FROM… Continue reading An agent left an office. Can I just rename the account to give the listings to someone else?

 1,452 total views