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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If you charge your customers upon ordering (i.e., “prepayment”), it is now possible to stipulate the company name you would like to show on your customer’s credit card statements. This can greatly clarify things for your customers and help you avoid a charge back (fee reversal). To accomplish this, update the “Payment Descriptor” variable,… Continue reading Avoid Charge Backs, Name your Company!
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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
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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
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Q: My customer called me and said they are locked out of their account. What can cause this? A: Your client can be locked out of SignTraker for one of three reasons: #1 You locked them out. The most obvious reason is that you have locked them out. For example, you might do… Continue reading Is your client locked out of their SignTraker account? Here’s how that can happen.
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Many operators expanding their business often ask if QuickBooks® bookkeeping is necessary. At SignTraker, we help clients understand how QuickBooks® simplifies financial management, making growth easier and more efficient.
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