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?
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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?
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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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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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