Signtraker Business & Software Resources

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”

 47 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?

 61 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?

 52 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?

 44 total views

01 Mar 2020

Sign Installation Experts

Calculating and Reporting Compensation for Your Installers

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

 45 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

 44 total views

06 Jan 2020

Sign Installation Experts

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?

 51 total views

19 Nov 2019

Sign Installation Experts

Avoid Charge Backs, Name your Company!

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!

 35 total views