Q360 Overview and Screenshots

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Transcript of Q360 Overview and Screenshots

Page 1: Q360 Overview and Screenshots
Page 2: Q360 Overview and Screenshots

Q360™ software is a

single unified application...

with a holistic workflow...

managing your entire business…

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Quoting

Service Dispatch

Human Resources

Time Tracking

Project Management

Job CostingFull Accounting

Inventory

ForecastingBusiness Intelligence

Subcontractors

Maintenance Contracts

Price Lists

CRM

Dashboards

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Industry specific business expertise

A complete and auditable system of record

New levels of visibility into your business

Better access to business metrics

Streamline processes, driving new efficiencies

Predictability and management of demand

Improved customer satisfaction

The ability to perform on a larger stage

Profitability visible across all business units

Predictable, Profitable Growth

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One Unified System

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Project Profitability

Real-time resource scheduling and

reservationsTask management

that drives time billing entry

Real-time budget,

projections & earned revenue

& profit numbers front and center for

the PMO

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Sales Process Control

Unified view of all customer information

Manage each step of

qualifying opportunities,

providing objectivity to the sales process

Leading indicator of business filling and moving through the

funnel

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Quotation Management

Create fully engineered

estimates and quotes, driven by built-in price lists

Manage margin and room location within the quote

Workflow management provides visibility as work moves through the organization, across departments

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Field Service Dispatch

A complete inventory of filterable service tickets

showing updates in real-time

Manage and track every detail of a service ticket with instant

updates from field technicians

Intelligently display techs that are scheduled and

have the necessary skills to fix the issue quickly

Optionally view tickets from their

geographical location

Technician’s online dashboard view

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Material Planning

Initial sales order and all change orders are visible to the PM to

decide what should be purchased when optimizing staging and

reducing inventory costs

Purchasing reviews all material requested by PMO based upon a

release date. Vendors are preselected to create consolidated POs

Consolidated purchase order created across

projects and service tickets

Each PO line item retains its project link which is visible to the PMO. Once

received the Project Manager will be notified that the items have arrived

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Automated Deferred Revenue

Invoices are created automatically by Maintenance

Contracts and posted to a deferred revenue account

Revenue is automatically recognized each month

on Maintenance Contracts and Projects

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Receivable Management

Centralized Aged Receivables

Centralized collections activity and follow-up including automated collection

correspondenceReview Aged A/R by % exposure by customer

Drill down on live reports to view a graphical

representation of the information

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Dashboards and Scorecards

Dashboards can show any information from across the

organization

Show specialized

information for a department or

individual

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Online Dashboards

On-line dashboards for sales representatives

On-line dashboards for field technicians

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Workflow Management

Dynamic workflows allow you to see problem areas

right away

View work as it passes from one department to another

Check for bottlenecks in operations

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Triggered Notifications

Automated emails to show work that is assigned to youAutomated emails that

can be sent your customer or other

stakeholders

Automated daily summary of a technician’s booked time

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For more than 25 years we have been helping A/V

Integration business owners drive growth, profit

and efficiency by sharing best practices as a

result of implementing our software solution Q360™

One System to Manage Your Whole Business!

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www.solutions360.com

800-450-7748