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.
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.
8 guided lessons →Sales / Estimator
Move from a live opportunity through structured pricing, revision and an accepted production handover.
7 guided lessons →Project Management / Production
Turn approved work into owned tasks, controlled artwork, a practical schedule and visible delivery progress.
7 guided lessons →Accounts
Connect purchasing, labour, invoicing and job performance to the financial handoff and final result.
7 guided lessons →Installer / Field
Open assigned work, use current job context, receive permitted items and return useful time or completion evidence.
5 guided lessons →Learning track
Owner / Admin
Set the business foundations, access, workflow controls and connected services your team relies on.
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 labour rates
Getting started · 3 min guide
Set up job statuses
Getting started · 8 min guide
Connect Xero
Getting started · 4 min guide
Connect tenant Google Drive storage
Admin & integrations · 3 min guide
Manage users and permissions
Admin & integrations · 3 min guide
Learning track
Sales / Estimator
Move from a live opportunity through structured pricing, revision and an accepted production handover.
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
Use quick access search
Sales & quoting · 3 min guide
Learning track
Project Management / Production
Turn approved work into owned tasks, controlled artwork, a practical schedule and visible delivery progress.
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
Create a Bounce LED production layout
Jobs & production · 3 min guide
Share work through the job portal
Jobs & production · 3 min guide
Prepare a schedule with Fitch
Jobs & production · 4 min guide
Learning track
Accounts
Connect purchasing, labour, invoicing and job performance to the financial handoff and final result.
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
Review invoices and job revenue
Purchasing & financials · 3 min guide
Review job profitability
Purchasing & financials · 3 min guide
Validate migrated job financials
WorkflowMax migration · 3 min guide
Learning track
Installer / Field
Open assigned work, use current job context, receive permitted items and return useful time or completion evidence.
Use assigned jobs in SignBas3 Mobile
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
Record personal and team timesheets
Jobs & production · 3 min guide