Services
The articles in this section will provide users with step-by-step instructions on how to get the most out of Signsearch Services. Quickly learn how to manage customers, jobs, vendors and more!
Subscriptions
- What subscriptions are available for SignsearchPRO?
- What are the main differences between the SignsearchPRO subscriptions?
- How do I change my SignsearchPRO subscription?
- What features are included in a Work subscription?
- What happens if I reach my PRO Basic usage limits?
- Why are some of my user accounts missing?
Signsearch Usage
- What is the SignsearchPRO usage policy?
- Why can't I use my free or ISP provided email address for my PRO account?
- Why are frequent users required to utilize SignsearchPRO?
- What are the differences in SignsearchPRO and Signsearch?
- Why was my access suspended in SignsearchPRO?
- Why am I suspended from Signsearch?
General
- What is the Dashboard?
- How to send a feature request
- How long can I be idle before it times out?
- How to prepare your customer, location, and job data for import - self import
- How to prepare your customer, location, and job data for import - import by VCG Support
- How to prepare your files for importing users
Account Management
- How to edit account information
- How to view my jobs
- How to view my PRO activity
- How to update my job notification settings
- How to adjust your landing page
- Allow support access
Admin Management
Search
- Search like a PRO
- How to filter your search results
- How to view my network on the map
- How to search by Vendor Name or ID
- Search for vendors to add to your network
- How to sort the search results
Users
- How to setup two factor authentication (2FA) for your account
- How to add a user
- How to edit a user
- How to enable or disable a user
- Default user permission settings
- How to adjust user permissions
My Vendor Network
- How to add sign vendors to your PRO Network
- How to view network connections
- How to filter my network connections
- How to enable COI expiration notices to your PRO Network connections
- How to add an insurance document to your PRO vendor's profile
- How to identify network connections with expired certificates of insurance
Jobs
- How to add a job
- How to request and award bids
- How to view your jobs on the map
- Why should I use jobs?
- How to edit a job
- How to filter or sort your jobs
Customers
- How to add a customer
- How to edit a customer
- How to view a customer
- How to view all customers
- How to filter or sort your customers
- How to deactivate or reactivate a customer
Locations
- How to contact PRO vendors via email
- How to email multiple vendors their own email string (group email)
- How to update your email preferences
- How to manage your email storage
- How to create personal email templates
- How to create company-wide email templates
Vendors
- How to earn Referral Rewards for promoting PRO (for PRO Users)
- How to view a vendor's profile in more detail
- How to publicly rate a vendor
- How to internally rate a vendor
- How to send an SMS text to a vendor
- How to enable Vendor Features
Vendor Rewards
- What are Vendor Rewards?
- How to view the list of participating Rewards Vendors that you've contacted in the last 30 days
- PRO Vendor Rewards FAQ's for PRO Users
- How to earn Vendor Rewards
- How to request Vendor Rewards
- How to redeem Vendor Rewards
QuickBooks Online Integration
- Connect to QuickBooks
- Import singular selected QuickBooks Online customers as new customers
- Import multiple QuickBooks Online customers as new customers
- Display transactions for QuickBooks Online customers
- View QuickBooks Online import / export logs
- Export selected singular PRO customers to QuickBooks Online as new customers
Calendar
Onboarding
- What topics are covered in the PRO user demo for my company?
- What services are available to setup my account?
- An introduction to integrating your CRM with PRO
- What is the process for establishing my existing vendor connections in PRO?
- What happens after VCG has established my PRO Network connections from my existing vendor list?
- How to prepare your files for making connections to your current vendor network