In most screens you can right click on the data and select 'Open In Excel'.  Otherwise there are 'Excel' buttons on many of the screens, these will export the data to Excel for you.  For more information click here.

"Fixed" bookings are a solution to a problem but may create more problems of their own. Review the discussion here before proceeding. Fixed should be a last resort.

If the booking has already been partially invoiced and you wish to cancel the remainder, SIGNZ won’t let you “Edit”.

Instead you will select “Split/Change” at the Bookings tab and insert a date of some time after the last invoice period into the “Split at this date” Date Picker.  It then saves the current booking through to the end of the invoiced period, and deletes the remainder of the booking if you choose.

You have two options:

Option 1:  Go into Sites and then into the bookings tab.  If the Delete button at the bottom of the screen in enabled simply click and delete.  If not, this is probably due to the security settings for your company.  Try option 2.

Option 2:  Go into Contracts, put an * into the search box and then select  the
Here you will get a list of Internal site holds - one contract for each rep.  Click on the rep and then click the bookings tab.  Select the booking and then click the Delete button at the bottom of the screen.

Go into Contracts, put an * into the search box and then select  the
Here you will get a list of Internal site holds - one contract for each rep.  Click on the rep and then click the bookings tab.  Select the booking and then select 'Transfer Booking'.  SIGNZ will ask you if you want to transfer this booking to another contract, click Yes.  You will then be asked for the contract number, enter this and the booking will be moved.

Alternatively, delete the contract and make a complete new booking on an existing or new contract.

This is where a client has been given the right to renew a booking on a specific site.  It usually occurs when the client has booked an important site for a long period of time.  Once the booking is nearing the end stages of its rental the client is asked whether or not they want to continue with the booking or not. 

Open the Reports screen and run and Installation report.  As soon as the report is open, if there are any Installations without an assigned installer, a warning message will pop up alerting you and telling you how many sites are effected.  In order to view these sites you must scroll right until you see the column heading 'Installer'.  If you click the column heading 'Installer'.  If you click the column name the sites will be sorted by Installer (providing you haven't already sorted/split the data - more info).  Blank cells will then appear at the top of the list meaning there is no assigned Installer.  You can then note the site numbers and assign an Installer.

When you make a new site and put it into the system you must assign a default installer.  To do this, go to the sites screen.  Type in the site number into the search box.  Select the site and go to the info tab.  Near the bottom of the screen you will find a box called 'Default Installer.'  Choose an installer from the drop down 9or create a new one) and then select the contact.  If there are current bookings on this site SIGNZ will ask you if you wish to assign these Installation jobs to the new Installer.  You may select all jobs to be transferred, all not to be transferred or a combination. 

TODO: Answer

Go to Reports, select Owner, and then Site Owner Renewals and GO.  Select the area and the date and select GO.  A list of Site Owner leases that need to be renewed will then appear.  For more information click here.

Open the sites screen.  Type in the site number.  Go to the 'owner' tab and select the current owner.  Click 'Edit' and then enter the 'end date', remembering to save. 

Now you must enter the details of the new owner.  Select 'New;.  Enter the owner name, the date the contract/ lease was TODO: ORIGINALLY??? signed, and the commencement date.  The commencement date will be the day agter the 'end date' of the previous owner.  The end date will be the date originally decided upon by the previous owner.  eg.  If they signed a 10yr lease the end date will remain ten years from the original commencement date. 

There will now be 2 owners listed under the site; the previous owner and the current owner.