How-To Tutorials

Signify Software provides you with How-To Training Tutorials that cover the main functionality of the software. They range from basic overviews to in-depth explanation of each form. If you still have question please refer to the Frequently Ask Questions on our website.


 

Get Started…


To help get you familiar with signify please watch the following videos:

- Basic Navigation
- Toolbar & Homepage
- Overview – Customer, Order, and Sign Estimate
- Order Auto Prioritizing

 

Basic Navigation (Getting Started)



Toolbar & Homepage (Getting Started)



Overview – Customer, Order, and Sign Estimate (Getting Started)



Order Auto Prioritizing (Getting Started)



Next, to speed up your shop’s initial data entry use our import templates for Excel and Quickbooks.
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From your homepage’s toolbar: select Admin > Admin-Values > Import

IMPORTANT: READ ALL INSTRUCTIONS AND FOLLOW STEPS WHEN IMPORTING


Other


 

Overview (Basic entry of Customer/Order/Estimate)



Order Status (Explanation of Order stages)



Order Form (How-To Create an Order)



Employee Form (How-To Enter an Employee)



Customer Form (How-To Enter a Customer)



Supply Form (How-To Add/Review a Supply)



Service Call (How-To Create an Order as a Service Call)




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