SignsearchPRO Connect/Work setup from start to finish

1. Click here to learn what topics are covered in a SignsearchPRO Connect demo.
2. Click here to learn what topics are covered in a Work demo.

1. Setup User Accounts for your team members. Click here for YouTube tutorial.
2. Setup Task Categories, Task Templates, and Task Resources. Click here for YouTube tutorial.
3. Setup Job Stages, Job Types, and Quote Stages. Click here for YouTube tutorial.
4. Setup Invoice Terms. Click here for YouTube tutorial.
5. Setup Item Manager (Note: We can import this information for you. Click here for YouTube tutorial. Click here to learn what we'll need from you).

1. Setup your Company Email Signature. Click here for YouTube tutorial.
2. Setup Company-wide Email Templates. Click here for YouTube tutorial.

1. Create Customers.
2. Create Locations.
3. Create Jobs.

We can import your Customer, Location, and Job information for you. Click here to learn what we'll need from you. Alternatively, you can import your Customer, Location, and Job information. Click here to learn how.

1. Create a Vendor. Click here for YouTube tutorial.
2. View their profile.

1. Setup Task Categories. Click here for YouTube tutorial.
2. Setup Task Templates. Click here for YouTube tutorial.
3. Setup Task Resources. Click here for YouTube tutorial.
4. Getting into the Task Board:
5. Create a new Task. Click here for YouTube tutorial.
6. Apply a Task Template to a Job. Click here for YouTube tutorial.

1. What is the Dashboard?
2. Dashboard default views.

for YouTube tutorial.
1. How to update your Dashboard view.

for YouTube tutorial.

1. Setup Task Categories. Click here for YouTube tutorial.
2. Add an Event. Click here for YouTube tutorial.
3. Add a Job to your Calendar. Click here for YouTube tutorial.

1. Create Quote Items in Item Manager. We can import your Quote Items for you. Click here to learn what we'll need from you. Click here for YouTube tutorial.
2. Create Categories in Item Manager. Click here for YouTube tutorial.
3. Create Taxes in Item Manager. Click here for YouTube tutorial.
4. Create Terms & Conditions in Item Manager. Click here for YouTube tutorial.
5. Create a Quote. Click here for YouTube tutorial.

1. Connect to QuickBooks. Note: Connecting to QuickBooks will import your QuickBooks online customers into PRO/Work, display transactions in PRO/Work for QuickBooks online Customers, and allows you to export customers into QuickBooks Online as new customers.
2. Create Invoices Items in Item Manager. We can import your Invoice Items for you. Click here to learn what we'll need from you. Click here for YouTube tutorial.
3. Create Categories in Item Manager. Click here for YouTube tutorial.
4. Create Taxes in Item Manager. Click here for YouTube tutorial.
5. Create Terms & Conditions in Item Manager. Click here for YouTube tutorial.
6. Create an Invoice. Click here for YouTube tutorial.

1. Update your Landing Page.
2. Update your Default View.
3. Update your Job Notification Settings.
4. Create Personal Email Templates.

Click here for YouTube tutorial.

1. Generate Reports.
2. View saved reports.

Click here for YouTube tutorial.