Category: SignTraker Pro Tips

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?

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23 Jun 2020

Sign Installation Experts

Customize Your New Order Message

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

 1,123 total views

05 May 2020

Sign Installation Experts

What’s the best way to drill holes in real estate panels?

Q: We have a lot of panels that were originally intended to be used with metal stick-in-the-ground “H” style real estate sign frames. We’re converting to using the new wood textured PVC posts you supply, but now we have to drill holes in the panels in order to hang them. The problem is that when… Continue reading What’s the best way to drill holes in real estate panels?

 1,905 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?

 974 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

 1,005 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

 938 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?

 962 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!

 852 total views