New Stuff! More Consolidated Billing Upgrades, Custom Content, Email Upgrades, and Various Requested Enhancements and Tweaks NEW Feature! Recall that Consolidated Billing is the method by which you can bill specific customers you choose one time per month, using a credit card that they provide, automatically through SignTraker. It’s intent is to serve as a third alternative to 100%… Continue reading SignTraker Licensees: SignTraker Release 8.4 is Here
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For medium to large installation companies that maintain several locations in their service area for storing panels and riders (i.e., multiple depots), or for real estate enterprises operating across many geographies, the problem of having the system locate the desired inventory item for the installer can be problematic. SignTraker addresses this issue by enabling… Continue reading Improving Operating Efficiency Using Depots
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As many of our readers know, operating efficiencies are the hallmark of a profitable sign service business. It is essential to provide the highest level of service possible, while doing so in a framework of automation and customization that is consistent with the way you operate your business. When analyzing the needs of you… Continue reading Top Ten Things to Look for in Real Estate Sign Software
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Assuming you are already among the premier suppliers in your area (and we’ll assume that, because you’re reading this), you are already covering the basics: a good-looking post, installed on time, and performed with courteous office and field installation personnel. What next? Here are the top five ways to grow your real estate sign installation… Continue reading Top Five Ways to Grow Your Sign Business
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Q: A major account I am trying to win wants to use their own custom post. I am reluctant to agree to this because the last time I did that [in my old software], it was impossible to manage it. My regular customers kept requesting the other customer’s special post! It was aggravating to everybody.… Continue reading One of My Prospects Wants to Use Their Own Custom Posts. How do I Manage This?
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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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