Category: Ask SignTraker

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”

 1,737 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?

 3,019 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?

 1,352 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?

 1,432 total views

10 Apr 2020

Sign Installation Experts

I want to pay my Installers a portion of the Mileage Surcharge we collect. How do I set this up?

Q: We charge our customers a surcharge for some of the distant areas that we service. Our installers use their own vehicles. How do set up our installers to be paid a portion (75%) of what we charge?   A: This can be done easily in SignTraker, and is one of the areas where having… Continue reading I want to pay my Installers a portion of the Mileage Surcharge we collect. How do I set this up?

 1,182 total views

21 Jan 2020

Sign Installation Experts

Auto-Assignment Methods for Installers

One of the more flexible and important capabilities of SignTraker is auto-assignment of the various work tasks to your available staff– either Installers, or other general service persons. This article describes the two primary methods for automatically assigning work within your SignTraker.   First, what does each person do? Each person in your company (“Team… Continue reading Auto-Assignment Methods for Installers

 1,414 total views

06 Jan 2020

Sign Installation Experts

QuickBooksOnlineSigntrakerExport

What Do “Renamed Agents” in My QuickBooks Desktop Export Mean?

Q: I just ran our monthly billing and came up with 10 renamed agents. You touched on this briefly during training, but since it didn’t come up subsequently, I can’t remember what I’m supposed to do with these?  A: Hi Mandy! The Renamed Agents file tells you what names need to be updated in your… Continue reading What Do “Renamed Agents” in My QuickBooks Desktop Export Mean?

 1,412 total views

18 Nov 2019

Sign Installation Experts

Use a Convenience Fee to encourage use of your on-line capability

Q: “I see a service called ‘Convenience Fee’. What is this fee for?”   A: Sometimes, it doesn’t matter how convenient your online service is, your customers may still call you. While it’s generally a great thing when your customers call you– versus when the phone lines are being silent!– if you have limited office… Continue reading Use a Convenience Fee to encourage use of your on-line capability

 1,928 total views

16 Nov 2019

Sign Installation Experts

How to add photos to Service Confirmations

When providing non-standard services, or when providing stand-alone services, it is a good idea to send Agents photos of the completed Service. In the past, most installers sent such photos via MMS (phone messaging). While this works, it has several limitations:   It is not possible for the Installer’s manager to monitor the Installer’s work… Continue reading How to add photos to Service Confirmations

 1,295 total views

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