At VCG, we're focused on helping your business succeed. We do that by continuing to build on the great features you love to use. To read the list of these improvements to SignsearchPRO / Work, please read below.
With our quoting platform, your customers can accept quotes online in just one click. Say goodbye to delays and endless back-and-forth. Speed up your process and secure approvals faster than ever.
Tired of endless email chains with customers? With our online tools, your customers can easily view and approve artwork in one place with no hassle and no delays. Simplify your workflow today!
Connect your Stripe, Square or PayPal account and accept online payments directly from your invoices. Secure, simple, and hassle-free. Your customers can pay instantly with just a click. Say goodbye to delays and hello to smoother cash flow!
We've added a new page called "My Tasks" where you can easily view all the tasks that are currently assigned to you.
We've added a new page called "All Assigned Tasks" where administrative accounts can look at all assigned tasks for the company, no matter who they're assigned to.
There is now an option to Delete a Task Category from within the Job's task board tab. In order to do so, there cannot be any associated tasks in that category. Deleting the category will only prevent it from displaying on this particular Job's task board.
If you un-check a calendar to hide the events associated with it, the next time you go to this tab, your selections will retain. Previously, you had to un-check the calendar options each time.
You can now enter a Purchase Order number for your Jobs.
Updated the overall look of the Quote/Invoice PDFs that are generated.
While creating a new Job, any Locations you have set up for that Customer will automatically populate for you to select from.
Updating transaction amounts or due dates for invoices should work as intended now.
The updated user interface features a modern layout with a clean, more minimalist design. Navigation has been simplified to reduce clutter, making it easier for users to find what they need. The overall user workflow has been optimized to reduce the number of steps required to complete tasks, ensuring a more efficient and enjoyable experience.
If you're looking to create professional looking invoices, look no further than Work. You're a click away from generating invoices from Quotes or Jobs. Or, if you prefer, start right from your customer record and send the invoice directly from your computer. Accepting online payments is just around the corner as well, so strap yourself in and get ready to let Work do the work.
To have access to this feature, ensure that you have the User Permissions to do so. Click here to learn more.
See your Jobs from every angle with Work's new Dashboard, Job Board, and Calendar views. Create departments and, using Work's Kanban interface, drag, drop and sort your Jobs to your, and your team's, liking! Assign tasks to users or departments, ensuring that all of the moving parts keep, well... moving and on schedule!
Do you prefer to sort through your active jobs by stage? We've added a stage view where you can view jobs by stage and drag to reorder your stage columns to best meet your needs.
Assigning a "stage" to your quotes allows you to effectively manage and organize your sales efforts in a "pipeline" approach. Assign a stage to your quote and quickly filter your Quotes by stage to improve your conversion rates and customer follow up.
Now you can customize your own dashboard by selecting the panels you need to make informed decisions and an at-a-glance overview of customers, jobs, time-tracking, invoicing and more. Track progress and get a high-level overview of your entire organization in a single view.
We've vastly improved the Calendar functionality to integrate with the new Task Board. An Archived Calendar can be found by clicking your Username in the upper-right and selecting Archived Calendar.
Since we've vastly improved the Calendar functionality to integrate with the new Task Board, the User Permissions for these features have been pooled together.
This allows you to specify what Calendar(s) the updated Job should be visible on.
Fixed an issue where the navigation icons weren't appearing on the Locations tab.
Fixed an issue where assigning a Quote to a Customer that doesn't have a Location would cause an error message.
Fixed an issue where you couldn't close out of a pop-up while setting up Two-factor authentication or selecting a Keyword during a search.
Fixed an issue where archiving Jobs within the List View wouldn't full archive the Job.
Fixed an issue where Social Media icons would not appear on Signsearch profiles in certain scenarios.
We've added a number of new features for your Quotes, such as Quote Files, searching by Quote Number, Quote Email history, Quote archiving, and Quote Notes.
Saving your Quote will automatically save a copy of it in the Quote's File Manager.
We've added Flag and Flag Poles as selectable keywords when searching for vendors.
Fixed an issue with the Website and Phone click stat tracker not working as intended.
Our brand new quoting system allows you to quickly and easily create accurate quotes for your customers. Spend less time entering and managing material costs and more time getting jobs with Work's user friendly quoting platform.
We're happy to setup your product and services in your Quoting module. If you have a spreadsheet that contains your product information, just send it to us and we'll take a look at importing it for you.
You can create quotes from Jobs you already have in Signsearch/Work with a click of a button.
Create a duplicate of your quote and edit it to match the needs of the new job.
Customize which users have access to specific calendars.
Visual Communications Group has a channel on YouTube dedicated to "How To" video tutorials.
You can create as many Sales Representatives as your company needs. Previously, Sales Representatives had to be set up as a User under your company.
Additional fields added for further customization of your Customer data. Ship to / Bill to addresses, Contacts for Ship to / Bill to, Secondary address ("address2"), and Phone extension fields were added.
We now allow for more types of files to be uploaded to your jobs and vendors. New file types: .docx, .pptx, .fs.
Fixed an issue in the mobile portal (onthego.workmyjobs.com) where you weren't able to upload a file to a job if it didn't already have a file uploaded.
Fixed an issue that was potentially logging users out for searching an entire address (instead of just the State, City, or Zip).
Assigning calendar events will send an email notification to the user responsible for that event.
Create an unlimited number of custom job stages. Designate a color to each so you can easily identify the stages of all your jobs at a glance.
Create an unlimited number of custom job types.
You can now disable or enable all notifications in your account settings. You can still manage notifications on a per-job basis as well.
Tracking time to a new task will now automatically stop the timer on a previous task.
Newly created jobs will result in their job numbers automatically incremented by "1". You can edit or delete an auto-incremented job number.
We now allow for more types of files to be uploaded to your jobs and vendors. Including, but not limited to, .ai, .esp, .cdr, .webp.
Fixed an issue where some users weren't able to submit Vendor Reward requests.
The PRO Connect subscription allows for up to 5 users under the base plan (up from 3). Additional user accounts are still available at $10/month.
Vendors marked "inactive" in our database are available to view via the Search by Name option. We've made these vendors easier to add to your company's network.
VCG introduces Work - A simple, effective solution for job management.
Managing your jobs can be frustrating and inefficient, with Post-it notes here, spreadsheets there, emails over there, etc. But you don't have a lot of money to spend on a job management solution, nor do you need or even want anything fancy. Work allows you to simply and effectively organize your jobs, providing one common source of emails, file storage, notes, scheduling calendars and more.
Add line items for the job to accurately calculate your costs. You can export this as a PDF to share among colleagues and clients alike.
Automatically or manually track time for all of your jobs. You can export this as a PDF for your records.
Print job orders for customer sign-off or job reports.
We've added additional filters to make finding your Jobs even easier. We've also added more Job Stages to allow for further customization.
Add a sales representative, assign a Job Lead, or create a Job Team.
Link your jobs to the Calendar for at-a-glance scheduling.
Send jobs to techs in the field via email or text.
We've made several Interface Updates:
Fixed an issue with Job, Vendor and Location filters not functioning as intended.
Fixed an issue where exporting time tracked wouldn't export the time tracked that day.
Included more information in what you can Export in the Reports column. Including but not limited to Time tracked, Job Totals, and User Activity.
You can now search for Customers by Location ID.
VCG introduces Work beta - A simple, effective solution for job management.
Managing your jobs can be frustrating and inefficient, with Post-it notes here, spreadsheets there, emails over there, etc. But you don't have a lot of money to spend on a job management solution, nor do you need or even want anything fancy. Work allows you to simply and effectively organize your jobs, providing one common source of emails, file storage, notes, scheduling calendars and more.
The Dashboard is a place where you can see all your company's recent updates in SignsearchPRO / Work. View your recently updated jobs, job notes, job files, as well as your event's for the week in one location.
The Calendar is a company level calendar, shared with / by all of your company's users.
The calendar allows for you to create as many Job or Appointment Calendars as you'd like. These calendars are visible to all of your users. Typical use cases include creating a separate calendar for each of your major equipment assets (trucks, cranes, etc.), your work crews and perhaps even your shared meeting rooms.
Consolidate and store all your job files in one place with the new File Manager. Share files with your colleagues for easy access and project organization.
Synchronize your customers, transactions, invoices, and billing history in PRO with QuickBooks Online Integration.