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?
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Q: When I resolve an Exception, I know the Exception is recorded in that section of the SignTraker app, so I can go back and look at how many times a particular agent has had problems, or what type of problems we seem to be having with a particular installer. Are the details of the… Continue reading When I Resolve an Order Exception, Where do the Details Go?
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Q: I may be your only customer doing this, but I invoice my customer thru Paypal (not QuickBooks) the same day when we discover a missing post and stake. Recently I started using the Exception function and have been clearing them, but if the agent pays my Paypal invoice, there is a chance his credit… Continue reading How Do I Use Exceptions to Bill for Lost Post Fees?
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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?
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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
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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?
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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?
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One of the most important aspects of operating a sign installation business is creating compensation plans that enable you to pay your installers in a manner that recognizes their experience, other non-sign installation contributions to your company (such as having management responsibilities), personal vehicles use, or the territory that they serve for your company. … Continue reading Calculating and Reporting Compensation for Your Installers
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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
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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?
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