Category: Ask SignTraker

03 Jul 2020

Sign Installation Experts

One of My Prospects Wants to Use Their Own Custom Posts. How do I Manage This?

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?

 81 total views

02 Jul 2020

Sign Installation Experts

I am using QuickBooks Online. How Does SignTraker Decide How to Match up Customer Records?

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?

 65 total views

27 Jun 2020

Sign Installation Experts

How does “Eligible for mileage surcharge” for Services work?

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?

 59 total views

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