Signsearch Services
The articles in this section will provide users with step-by-step instructions on how to get the most out of PRO. Quickly learn how to manage clients, project, contractors and more! If you're looking for sign contractor specific help articles,
Subscriptions
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 suspsended from Signsearch?
General
- What is the Dashboard?
- How to send a feature request
- How long can I be idle within PRO before it times out?
- How to prepare your client, location, and project data for import - self import
- How to prepare your client, location, and project data for import - import by SignsearchPRO Support
- How to prepare your files for importing PRO users
Account Management
- How to edit account information
- How to view my projects
- How to view my PRO activity
- How to update my Project 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 Network
- How to add sign vendors to your PRO Network
- How to approve or deny my network requests
- 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
Projects
- How to add a project
- How to request and award bids
- How to view your projects on the map
- Why should I use projects in PRO?
- How to edit a project
- How to filter or sort your projects
Clients
- How to add a client
- How to edit a client
- How to view a client
- How to view all clients
- How to filter or sort your clients
- How to deactivate or reactivate a client
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 PRO vendor
- How to enter hourly rates for a vendor
Vendor Rewards
- What are SignsearchPRO Vendor Rewards?
- How to view the list of participating PRO Rewards vendors that you've contacted in the last 30 days
- PRO Vendor Rewards FAQ's for PRO Users
- How to earn SignsearchPRO Vendor Rewards
- How to request SignsearchPRO Vendor Rewards
- How to redeem SignsearchPRO Vendor Rewards
QuickBooks Online Integration
- Connect to QuickBooks
- Import singular selected QuickBooks Online customers into PRO as new clients
- Import multiple QuickBooks Online customers into PRO as new clients
- Display transactions for QuickBooks Online customers
- View QuickBooks Online import / export logs
- Export selected singular PRO clients 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 PRO 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