Setup domain
Organisation and financial defaults
Identity, regional rules, numbering, payment terms, tax and ledger choices shape every customer and supplier document.
Changes howQuotesJobsPurchase ordersInvoicesReports
SignBas3 Academy · Curriculum preview
Learn the workflow, role by role.
Start with the learning path that matches your work. Each track uses the canonical SignBas3 guides, so setup instructions and day-to-day answers stay in one maintained source.
Curriculum previewThese role-based tracks are being checked in the browser against an exact SignBas3 app release. Use them as a curriculum preview while that review is completed.
Choose your path
Five practical tracks for the people who run sign work.
Work through a track in order, or open the guide you need now. Written guidance remains the source of truth. Videos and walkthroughs can supplement these steps without replacing them.
Owner / Admin
Set the business foundations, access, workflow controls and connected services your team relies on.
20 guided lessons →Sales / Estimator
Move from a live opportunity through structured pricing, revision and an accepted production handover.
8 guided lessons →Project Management / Production
Turn approved work into owned tasks, controlled artwork, a practical schedule and visible delivery progress.
10 guided lessons →Accounts
Connect purchasing, labour, invoicing and job performance to the financial handoff and final result.
14 guided lessons →Installer / Field
Open assigned work, use current job context, receive permitted items and return useful time or completion evidence.
8 guided lessons →Admin foundations
Setup changes how every workflow behaves.
Work through the six setup domains before asking the wider team to learn a process. Each domain explains what the decision changes downstream.
Setup domain
People, roles and access
Invitations, app roles, staff links and module permissions decide what each person can see and change.
Changes howNavigationApprovalsSchedulingTimesheetsFinancial visibility
Setup domain
How work is structured
Statuses, task templates, departments, custom fields, product data and jobsite requirements determine how jobs move.
Changes howJob creationSchedulerProduction queuesField workReporting
Setup domain
Storage, documents and evidence
The selected storage provider, folder root, templates and jobsite document rules control where files live and what gets generated.
Changes howJob documentsPhotosArtworkCustomer documentsSafety packs
Setup domain
Email, production and AI integrations
Email identity, filing rules, HP PrintOS and Fitch controls decide which external signals enter the workflow and where review is required.
Changes howEmail intakeDocument deliveryPrint actualsScheduling draftsApproval gates
Setup domain
Billing, imports and operating evidence
Subscription controls, data imports, exports and activity logs support a stable, reviewable business system.
Changes howFeature availabilityMigrationData qualityAudit trailSupport
End-to-end learning
Follow the work across teams.
These journeys connect the point solution guides into a complete operating result—from configuration and first enquiry through accounting and job closeout.
01
Business journey
Configure the business before the team starts
Set the organisation identity, defaults, access, work structure and connected services that shape every later workflow.
- 01Complete your company profile
- 02Configure numbering, payment and tax defaults
- 03Invite users and choose roles
- 04Configure labour rates
- 05Set up job statuses
OutcomeA representative quote, job, purchase order, invoice and document behave the way the business expects.
Start this journey →02
Business journey
Move an enquiry into a production-ready job
Keep the customer, structured scope, revisions and acceptance intact as sales hands work to production.
- 01Manage the lead pipeline
- 02Create a client and contact
- 03Create a structured quote
- 04Revise and send a quote
- 05Move an accepted quote into a job
OutcomeProduction receives the accepted scope, dates, ownership, tasks and commercial baseline without re-keying the job.
Start this journey →03
Business journey
Plan, produce and complete the work
Use the job workspace to coordinate tasks, artwork, capacity, documents, photos, site safety and field evidence.
- 01Understand the job workspace
- 02Run an artwork approval
- 03Plan tasks and production stages
- 04Use the staff scheduler
- 05Capture and organise job photos
OutcomeEvery team can see what is ready, blocked, approved, scheduled and complete from the same job record.
Start this journey →04
Business journey
Turn purchasing into reliable actual cost
Raise approved purchase orders, receive what arrived, capture supplier bills and keep the cost on the right job.
- 01Create and send a purchase order
- 02Receive and reconcile a purchase order
- 03Capture and reconcile a supplier bill
- 04Manage suppliers
- 05Review job profitability
OutcomeOrdered, received, billed and exported values reconcile without an accounts-only side spreadsheet.
Start this journey →05
Business journey
Invoice, collect and reconcile accounting
Create the draft from approved scope, review variations and labour presentation, issue it, then follow payment and accounting state.
- 01Create, review and issue an invoice
- 02Edit draft invoice lines without losing their source
- 03Record payments and credit notes
- 04Reconcile accounting sync state
- 05Review invoices and job revenue
OutcomeThe operational invoice, payment or credit record and selected accounting provider agree on the commercial result.
Start this journey →06
Business journey
Close the job and improve the next one
Reconcile accepted value, labour, purchasing, supplier bills, invoicing and completion evidence before reading performance.
- 01Close a job and review performance
- 02Review job profitability
- 03Build a report from a plain-language brief
- 04Save publish and export a report
OutcomeManagement can explain the job result and use it to improve pricing, planning and workflow decisions.
Start this journey →01
Learning track
Owner / Admin
Set the business foundations, access, workflow controls and connected services your team relies on.
01Start →02Start →03Start →04Start →05Start →06Start →07Start →08Start →09Start →10Start →11Start →12Start →13Start →14Start →15Start →16Start →17Start →18Start →19Start →20Start →
Complete your SignBas3 workspace setup
Getting started · 3 min guide
Complete your company profile
Getting started · 3 min guide
Invite users and choose roles
Getting started · 3 min guide
Configure numbering, payment and tax defaults
Business settings · 8 min guide
Configure labour rates
Getting started · 3 min guide
Set up job statuses
Getting started · 8 min guide
Configure reusable job tasks
Business settings · 7 min guide
Configure production planning
Business settings · 10 min guide
Configure job custom fields
Business settings · 6 min guide
Configure jobsite document requirements
Business settings · 8 min guide
Manage the product catalogue
Business settings · 7 min guide
Choose the organisation storage provider
Integrations & automation · 8 min guide
Choose and configure the accounting provider
Integrations & automation · 10 min guide
Configure email identity and job filing
Integrations & automation · 8 min guide
Configure Fitch access and approval controls
Integrations & automation · 8 min guide
Connect tenant Google Drive storage
Admin & integrations · 3 min guide
Manage users and permissions
Admin & integrations · 3 min guide
Import customers, suppliers and products from CSV
Data & governance · 10 min guide
Review organisation activity logs
Data & governance · 5 min guide
Manage subscription and billing
Data & governance · 5 min guide
02
Learning track
Sales / Estimator
Move from a live opportunity through structured pricing, revision and an accepted production handover.
01Start →02Start →03Start →04Start →05Start →06Start →07Start →08Start →
Manage the lead pipeline
Sales & quoting · 3 min guide
Create a client and contact
Sales & quoting · 3 min guide
Create a structured quote
Sales & quoting · 3 min guide
Import a quote calculator workbook
Sales & quoting · 3 min guide
Revise and send a quote
Sales & quoting · 3 min guide
Move an accepted quote into a job
Sales & quoting · 3 min guide
Manage job variations
Jobs & production · 7 min guide
Use quick access search
Sales & quoting · 3 min guide
03
Learning track
Project Management / Production
Turn approved work into owned tasks, controlled artwork, a practical schedule and visible delivery progress.
01Start →02Start →03Start →04Start →05Start →06Start →07Start →08Start →09Start →10Start →
Understand the job workspace
Jobs & production · 3 min guide
Plan tasks and production stages
Jobs & production · 3 min guide
Use the staff scheduler
Jobs & production · 3 min guide
Run an artwork approval
Jobs & production · 3 min guide
Share work through the job portal
Jobs & production · 3 min guide
Create a job manually
Jobs & production · 6 min guide
Capture and organise job photos
Jobs & production · 5 min guide
Generate and manage job documents
Jobs & production · 6 min guide
Create and review a jobsite safety pack
Jobs & production · 9 min guide
Prepare a schedule with Fitch
Jobs & production · 4 min guide
04
Learning track
Accounts
Connect purchasing, labour, invoicing and job performance to the financial handoff and final result.
01Start →02Start →03Start →04Start →05Start →06Start →07Start →08Start →09Start →10Start →11Start →12Start →13Start →14Start →
Connect Xero
Getting started · 4 min guide
Record personal and team timesheets
Jobs & production · 3 min guide
Create and send a purchase order
Purchasing & financials · 3 min guide
Manage suppliers
Purchasing & financials · 3 min guide
Receive and reconcile a purchase order
Purchasing & financials · 6 min guide
Capture and reconcile a supplier bill
Purchasing & financials · 7 min guide
Create, review and issue an invoice
Purchasing & financials · 8 min guide
Edit draft invoice lines without losing their source
Purchasing & financials · 6 min guide
Record payments and credit notes
Purchasing & financials · 6 min guide
Reconcile accounting sync state
Integrations & automation · 8 min guide
Review invoices and job revenue
Purchasing & financials · 3 min guide
Review job profitability
Purchasing & financials · 3 min guide
Close a job and review performance
Purchasing & financials · 9 min guide
Validate migrated job financials
WorkflowMax migration · 3 min guide
05
Learning track
Installer / Field
Open assigned work, use current job context, receive permitted items and return useful time or completion evidence.
01Start →02Start →03Start →04Start →05Start →06Start →07Start →08Start →
Use assigned jobs in SignBas3 App
Mobile & field work · 3 min guide
Record time when reception is unreliable
Mobile & field work · 3 min guide
Receive a purchase order on mobile
Purchasing & financials · 3 min guide
Share work through the job portal
Jobs & production · 3 min guide
Capture and organise job photos
Jobs & production · 5 min guide
Generate and manage job documents
Jobs & production · 6 min guide
Create and review a jobsite safety pack
Jobs & production · 9 min guide
Record personal and team timesheets
Jobs & production · 3 min guide