Q360 Overview and Screenshots
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Transcript of Q360 Overview and Screenshots
Q360™ software is a
single unified application...
with a holistic workflow...
managing your entire business…
Quoting
Service Dispatch
Human Resources
Time Tracking
Project Management
Job CostingFull Accounting
Inventory
ForecastingBusiness Intelligence
Subcontractors
Maintenance Contracts
Price Lists
CRM
Dashboards
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
One Unified System
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
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
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
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
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
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
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
Dashboards and Scorecards
Dashboards can show any information from across the
organization
Show specialized
information for a department or
individual
Online Dashboards
On-line dashboards for sales representatives
On-line dashboards for field technicians
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
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
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!
www.solutions360.com
800-450-7748