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.

Create a Bounce LED production layout

Turn artwork and finished dimensions into a job-ready module and power-supply plan.

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.