Category: SignTraker Pro Tips

06 Jan 2021

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

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06 Jan 2021

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!

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06 Jan 2021

Sign Installation Experts

Use a Convenience Fee to encourage use of your on-line capability

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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06 Jan 2021

Sign Installation Experts

How to add photos to Service Confirmations

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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03 Jan 2021

Sign Installation Experts

Is your client locked out of their SignTraker account? Here’s how that can happen.

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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03 Jan 2021

Sign Installation Experts

Improving Operating Efficiency Using Depots

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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03 Jan 2021

Sign Installation Experts

Top Five Ways to Grow Your Sign Business

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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