It opens from the inventory with the New sign button, or from the on-screen guide.
Before loading your first sign you need at least one Sign Type (Model). It is the only prerequisite.
Adding a sign requires the Pro+ plan or higher. With any plan you can enter the module and view the inventory. See the plan comparison.
The fields
Sign Type (Model) — required
Which class of sign it belongs to. If you do not have any yet, you can create it without leaving this screen.
Code — required
The identifier you give to that physical sign: A-102, 0034, whatever you use at your agency. It is what you will see in the inventory, in the schedule and in the order the installer receives.
It is best if it matches the number or label stuck on the sign, if you mark them.
Description — optional
Any detail that helps you recognize it.
Owning branch
Which branch the sign belongs to. It is a different piece of data from where it is: it defines who manages it.
If you are a salesperson, this field does not appear: the sign stays at your branch.
Where it is today
A new sign goes into the warehouse by default, but you can indicate something else:
| Option | What else it asks you for |
|---|---|
| Warehouse | nothing |
| Branch | which one |
| Property | search for the property |
| Workshop / Third party | a reference, so you know where it is |
If the sign is already installed on a property, load it that way directly. There is no need to invent a work order to reflect something that already happened.
Photo — optional
You can pick a photo of the sign and view it before saving. It helps you recognize it in the inventory.
The photo is uploaded after the sign is created, in the same save action. If for some reason the upload fails, the sign is created anyway and the system tells you: you can add the photo later from its page.
See Sign photo.
After saving
The sign appears in the inventory and you can now move it, schedule a work order for it or open its details page.
Its first location is recorded as the beginning of its history.
Support
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