SignBas3 Knowledge Base
Answers that keep work moving.
Step-by-step guidance for setting up, migrating and running your sign business in SignBas3.
Getting started
Set up a useful trial and configure the business foundations.
6 articles →WorkflowMax migration
Prepare, import, map and validate your historic operating data.
4 articles →Sales & quoting
Manage prospects, clients, structured quotes and acceptance.
5 articles →Jobs & production
Coordinate tasks, schedules, time, artwork and job delivery.
6 articles →Purchasing & financials
Control suppliers, purchase orders, invoicing and job performance.
5 articles →Admin & integrations
Manage users, documents, exports and connected services.
5 articles →Troubleshooting
Resolve common access and workflow issues.
1 articles →Start your guided SignBas3 trial
Choose a representative workflow and define what success should look like before setup begins.
Getting startedComplete your company profile
Set the business identity used throughout your SignBas3 workspace.
Getting startedInvite users and choose roles
Give each team member the access needed for their part of the workflow.
Getting startedConfigure labour rates
Set the labour cost foundation used in job costing.
Getting startedSet up job statuses
Mirror the way work actually moves through your sign business.
Getting startedConnect Xero
Prepare the accounting connection for customer and invoice workflows.
WorkflowMax migrationPrepare your WorkflowMax export
Create a clean source package before importing historic data.
WorkflowMax migrationRun a WorkflowMax import
Use the guided import workspace to bring source records into SignBas3.
WorkflowMax migrationMap WorkflowMax users and statuses
Resolve source identities into the people and workflow stages used in SignBas3.
WorkflowMax migrationValidate migrated job financials
Check representative jobs before relying on portfolio reporting.
Sales & quotingManage the lead pipeline
Keep opportunity ownership and next actions visible.
Sales & quotingCreate a client and contact
Build a clean customer record that can support quotes and jobs.
Sales & quotingCreate a structured quote
Turn approved scope assumptions into a customer-ready quote.
Sales & quotingRevise and send a quote
Keep revisions and customer decisions connected to the commercial record.
Sales & quotingMove an accepted quote into a job
Carry approved commercial context into delivery.
Jobs & productionUnderstand the job workspace
Use the job as the central record for delivery and commercial context.
Jobs & productionPlan tasks and production stages
Break delivery into work the team can own and complete.
Jobs & productionUse the staff scheduler
Balance capacity against active job commitments.
Jobs & productionRecord personal and team timesheets
Keep labour actuals current enough to manage margin.
Jobs & productionRun an artwork approval
Send a controlled proof and capture the customer decision.
Jobs & productionShare work through the job portal
Give external users controlled access to the information intended for them.
Purchasing & financialsCreate and send a purchase order
Authorise supplier spend with the job and delivery context attached.
Purchasing & financialsReceive a purchase order on mobile
Record delivered materials close to the point of receipt.
Purchasing & financialsManage suppliers
Maintain one reliable supplier record for purchasing history.
Purchasing & financialsReview invoices and job revenue
Follow invoice state without losing the job relationship.
Purchasing & financialsReview job profitability
Compare commercial value with the labour and supplier costs incurred.
Admin & integrationsConnect tenant Google Drive storage
Keep job documents in a tenant-owned Drive location.
Admin & integrationsManage users and permissions
Keep access aligned as responsibilities change.
Admin & integrationsManage document templates
Keep customer and production documents consistent.
Admin & integrationsExport business data
Create a controlled data extract for review or portability.
Admin & integrationsCreate and follow a support ticket
Give support enough context to investigate quickly.
TroubleshootingResolve invite and access problems
Work through the common causes of failed sign-in or missing access.