Answers that keep work moving.

Complete your SignBas3 workspace setup

Complete the required company setup and choose the correct starting path before operational work begins.

Complete your company profile

Set the business, trading, contact and regional identity used across your SignBas3 workspace and customer-facing documents.

Invite users and choose roles

Give each team member the access needed for their part of the workflow.

Configure labour rates

Configure base hourly labour costs so sign-job costing and margin reviews use consistent assumptions.

Set up job statuses

Build a clear sign-shop job status workflow that shows what is waiting, what is ready, what is in production and what must happen next.

Connect Xero

Set the accounting boundary, mappings and export behaviour before sending live records.

Prepare your WorkflowMax export

Prepare an unchanged WorkflowMax ZIP and retain a protected source copy before server-side import.

Run a WorkflowMax import

Use the guided import workspace to bring source records into SignBas3.

Review WorkflowMax users and job statuses

Assign imported WorkflowMax user access and review imported job statuses after a completed import.

Validate migrated job financials

Reconcile representative migrated jobs, financials and relationships before relying on SignBas3 portfolio reporting.

Manage the lead pipeline

Keep accepted lead candidates, pipeline stages, estimated value and follow-up timing visible through draft quote conversion.

Create a client and contact

Create a clean client and contact record for quoting, jobs and billing.

Create a structured quote

Turn approved sign-project scope, quantities, pricing and assumptions into a structured customer-ready quote.

Import a quote calculator workbook

Bring the estimator’s structured workbook into the quote without re-keying the working detail.

Revise and send a quote

Keep revisions and customer decisions connected to the commercial record.

Move an accepted quote into a job

Move an accepted sign quote into delivery while retaining approved scope, value, ownership and required dates.

Understand the job workspace

Use the job as the central record for delivery and commercial context.

Plan tasks and production stages

Break approved sign work into standard or custom tasks with estimated hours and status, then schedule staff and working times in Scheduler.

Use the staff scheduler

Use the SignBas3 staff scheduler to balance team capacity against active production and installation commitments.

Record personal and team timesheets

Record your own time against the correct sign jobs and tasks, then review pending team entries before approval.

Run an artwork approval

Use the SignBas3 job workflow to send one exact proof version, collect customer comments or approval and keep the production decision attached to the job.

Share work through the job portal

Share the production portal with a recipient who can sign in using an authorised SB3 Google account.

Create and send a purchase order

Create, issue and email a supplier purchase order with the relevant job, materials, prices and delivery instructions attached.

Receive a purchase order on mobile

Record received purchase-order quantities and delivery issues from the tokenised mobile receiving link.

Manage suppliers

Create one reliable supplier record for sign materials, purchase orders and consolidated purchasing history.

Review invoices and job revenue

Review customer invoice value and lifecycle state while retaining the relationship to the underlying sign job and scope.

Review job profitability

Compare accepted and invoiced value with current labour, purchasing and supplier costs to understand sign-job profitability.

Connect tenant Google Drive storage

Connect tenant-owned Google Drive storage so SignBas3 job documents remain in the approved business folder structure.

Manage users and permissions

Review SignBas3 users, invitations and roles so workspace access stays aligned as staff responsibilities change.

Manage document templates

Manage approved SignBas3 templates so customer, production and commercial documents remain consistent and testable.

Export business data

Create, store and audit a controlled SignBas3 business-data export for approved review, recovery or portability needs.

Create and follow a support ticket

Create a SignBas3 support ticket with safe evidence, expected behaviour and the affected record so investigation can begin quickly.

Troubleshooting

Resolve invite and access problems

Diagnose common SignBas3 invitation, authentication and role problems without sharing passwords or one-time codes.

Use quick access search

Open clients, active jobs, open quotes or suppliers that your role is permitted to access without leaving the current desktop screen.

Email & job filing

Route incoming email to a job

Keep useful correspondence and attachments on the work instead of in one person’s inbox.

Email & job filing

Review email intake exceptions

Review email-intake exceptions and safely choose the correct job and attachment action without forcing a weak match.

Prepare a schedule with Fitch

Use incomplete tasks, current bookings, staff capability and available work history to prepare a reviewable weekly draft.

Connect HP PrintOS

Connect the HP Jobs API for HP Latex print history, substrate usage and job costing; pair a compatible supplies feed or the Windows connector when live printer status and consumables are required.

Turn a low-ink alert into a draft purchase order

Prepare replenishment before an HP Latex cartridge interrupts production.

Reporting & Fitch

Build a report from a plain-language brief

Describe the decision you need to make and inspect the report definition before using the result.

Reporting & Fitch

Save publish and export a report

Version a checked report definition, publish it to the permission-filtered library, and export a fixed PDF when needed.

Reporting & Fitch

Hand longer work to Fitch

Queue a scoped Fitch investigation or preparation task, continue elsewhere in SignBas3, and review its retained result and evidence.

Mobile & field work

Use assigned jobs in SignBas3 App

Give the field team a focused view of today’s work and the job details needed on site.

Mobile & field work

Record time when reception is unreliable

Save each time entry on the device when reception is unreliable, then retry synchronisation from Timesheet when connectivity returns.

Use the dashboard to choose the next action

Read the workspace dashboard as an operating queue, then open the source record behind a priority, exception or due item.

Configure numbering, payment and tax defaults

Set the document sequences, payment terms, deposit defaults, tax basis and ledger codes that shape new commercial records.

Configure reusable job tasks

Create task templates with useful names, effort and rates so quotes, jobs, scheduling, timesheets and costing speak the same language.

Configure production planning

Choose the statuses, departments, task ownership, staff availability, priorities and capabilities that determine what the scheduler can plan.

Configure job custom fields

Add organisation-owned job fields for information that must be captured consistently, searched or reported beyond the standard record.

Configure jobsite document requirements

Define regional safety documents and install-job requirements so the right review work appears before a crew goes to site.

Manage the product catalogue

Maintain purchased products, units, supplier references and cost evidence used by quoting, purchasing and job financials.

Data & governance

Import customers, suppliers and products from CSV

Upload, map, review and apply one controlled organisation-data batch while resolving duplicates before they enter daily work.

Choose the organisation storage provider

Select the company-owned storage connection and root that will hold job documents, photos, artwork and generated files.

Connect Dropbox storage

Authorise the organisation Dropbox connection, validate the approved root and prove a controlled job file opens from the expected location.

Choose and configure the accounting provider

Select the supported accounting connection, map operating records deliberately and test the handoff without turning SignBas3 into a second ledger.

Configure email identity and job filing

Set the customer-facing sender identity, reply paths and intake controls that determine how messages are delivered and filed to jobs.

Configure Fitch access and approval controls

Decide who can use Fitch, which business context it may inspect and which proposed changes must wait for human review.

Data & governance

Review organisation activity logs

Trace workflow actions, changes, imports, failures and access events before deciding whether a record, setup rule or integration needs attention.

Data & governance

Manage subscription and billing

Review the organisation plan, renewal, usage, payment method, invoices and cancellation controls available to the Owner.

Create a job manually

Create work that did not begin from an accepted SignBas3 quote while preserving customer, scope, dates, ownership and commercial context.

Manage job variations

Record changed scope separately from the accepted baseline, obtain the required approval and carry only approved value into invoicing.

Capture and organise job photos

Upload current job evidence, organise it into useful folders and keep customer, production and site images attached to the right work.

Generate and manage job documents

Create documents from approved templates, review the populated job data and keep the resulting file attached to the correct record.

Create and review a jobsite safety pack

Generate the configured jobsite documents for an eligible install job, review site-specific content and record readiness before field use.

Receive and reconcile a purchase order

Record what arrived, preserve shortages or damage and reconcile the receipt against the issued order before closing it.

Capture and reconcile a supplier bill

Match the supplier bill to its purchase order and receipt evidence, resolve differences and preserve the actual job cost.

Create, review and issue an invoice

Build a draft from the correct customer and job, select the intended commercial sources, review the document and issue it deliberately.

Edit draft invoice lines without losing their source

Adjust the customer-facing draft while keeping quoted scope, approved variations and invoice-only additions commercially distinct.

Record payments and credit notes

Apply supported payment or credit evidence to the correct issued invoice and confirm the outstanding balance changes once.

Reconcile accounting sync state

Trace queued, synced or failed invoices, bills, payments and supported timesheets between SignBas3 and the selected accounting provider.