Purpose: 

This integration creates an end-to-end workflow between Q360 and Inspect Point for the fire protection industry. It enhances operational efficiency and data accuracy by streamlining inspection creation, Technician assignments, mobile inspection execution, Deficiency management, and billing processes. Q360 manages back-office functions, while Inspect Point serves as the mobile interface for field Technicians

Prerequisites: 

• Active Q360 and Inspect Point licenses 
• Administrative access to Q360 
• Inspect Point API License Key (obtain from Inspect Point) 
• Q360 Users performing inspections must be assigned the “INSPECTPOINT” User Role (Maintenance > User Maintenance > User Profile > Roles / Branches tab) 
• Q360 Product (Machine) Category and Subcategory Code Values:  
  • Maintenance > General Codes:  
    • CodeType = PDETAIL : This is the Category 
    • CodeType = PSUBCAT: This is the Subcategory
       
  • The codes must exactly match the integration’s mapping diagram / documentation for successful asset synchronization to Inspect Point System Types (e.g. BACKFLOW, EXTGROUP, ALARMSYSTEM, SYSTEM)
     
• Mapping of Time Bill Categories between Inspect Point and Q360 (Maintenance > General Codes > TBCATEGORY) 
• M-type (Miscellaneous) and L-type (Labor) Items in Inspect Point (“Materials and Services”) must have Part Numbers that exactly match the Q360 MasterNo 

General Setup 

1. Inspect Point API Configuration in Q360: 
   • Navigate to Maintenance > API Configuration > Inspect Point tab 
   • Enter the Inspect Point API License Key 
     • URL: The URL of your Inspect Point instance 
     • API Key: The API Key provided to you by Inspect Point 
     • Call Types: The types of Service Call the inspection functionality would apply to: INSPECTION,SERVICE as “INSPECTION,SERVICE” in the Call Types field
        
   • Click Enable Inspect Point 
   • Click Save 
   • Click Run Setup to link available record types needed for integration 
2. User / Technician Synchronization (Q360 Admin):
   • Go to Maintenance > User Maintenance
   • Ensure target Users have the “INSPECTPOINT” User Role assigned 
   • Utilize the Extended Menu option (or a button like “Create Technician in IP”) on this screen to synchronize these Q360 Users with Inspect Point. This action processes all Users with the “INSPECTPOINT” role, creating / updating them in Inspect Point without duplication 
   • Limitation: Initial passwords for new Inspect Point accounts created via this sync cannot be set through the API. Technicians will need to follow Inspect Point’s standard procedure for first-time login / password setup
3. Product (Asset) Setup in Q360:
   • All equipment to be inspected must exist as Product (Machine) records in Q360
   • Verify Product Category and Subcategory Code Values in Maintenance > General Codes align precisely with the integration’s mapping requirements for Inspect Point System Types
     

     Q360 (dbo.Machine)	Inspect Point System
     Type BACKFLOW/EXTINGUISHERS/FIRE ALARM/SPRINKLER	BACKFLOW/EXTGROUP/ALARMSYSTEM/SYSTEM
     Description	Name (if available in end point)
     Model	Model
     Manufacturer	Manufacturer

4. Time Bill Category Mapping (Q360 Admin): 
   • Configure mapping between Inspect Point’s time reporting Categories and Q360’s Time Bill Categories. This is managed in Q360: Maintenance > General Codes > TBCATEGORY
5. Material / Labor Item Setup (Q360 & Inspect Point Admin):
   • In Inspect Point, set up Miscellaneous (M-type) and Labor (L-type) Items under “Materials and Services” 
   • Ensure the Part Number for each M / L Type Item in Inspect Point exactly matches a Master No. in Q360 
   • These Items should be configured as Non-Inventory in Q360 if Inventory is not managed through this specific flow 

Q360 User Process & Feature Accommodation 

1. Creating & Scheduling Inspections (Q360 Office Staff):
   • Create an Inspection Service Call in Q360 (manually or via Recurring Dispatch)
   • Link relevant, correctly categorized Products (Assets) to the Call
   • Define billing type (e.g. Fixed Price, T&M)
   • Schedule and dispatch the Call to a synchronized Technician via the Resource Console
   • Data Sync: Customer, Site, Asset, and Call / Schedule details push to the Technician’s Inspect Point app
2. Performing Inspections (Technician via Inspect Point App):
   • Technician views scheduled inspection in the Inspect Point app
   • Selects equipment and performs inspection tasks, marking items as Pass / Fail
   • Logging Deficiencies:
     • • For failed items, the Technician records Deficiency details, adds notes, and captures photos within the app

      

   • Logging Time: Records time against mapped Time Bill Categories
   • Adding Materials/Labor: Adds pre-configured M-type / L-type items (with matching Master Nos.) if applicable
   • Captures Customer / Technician signatures
   • Submits the completed inspection (“Send to Office”)
3. Post-Inspection Processing (Q360 Office Staff):
   • Data Sync: Upon “Send to Office” in Inspect Point:
     • • Inspection results, Deficiency details (including notes / photos), logged time entries, and added M / L Type Items sync to the Q360 Service Call
       • The final PDF Inspection Report from Inspect Point attaches to the Q360 Call’s Document tab

      

   • Deficiency Management:
     • • Synced Deficiencies appear in Q360’s Deficiency Queue / List, linked to the Call and Asset
       • Office staff can review these Deficiencies to:
         • • Create Quotes for repair
           • Generate new Repair Service Calls

          

   • Billing:
     • • Review the completed Q360 Inspection Service Call, including synced time and M / L Type Items for T&M Calls
       • Mark the Call complete and proceed with standard Q360 invoicing

      

4. Repair Quoting and Work Orders (Q360 Sales / Service Staff):
   • Create Quotes directly from Q360 Deficiency records
   • Convert approved Quotes into Repair Service Calls for scheduling and execution (typically managed within Q360’s standard Service workflow)

Integration Limitations: 

• Initial password setting for synced Technicians is manual via Inspect Point 
• Complex / custom billing algorithms require separate Q360 configuration or customization 
• Field quoting from Inspect Point does not integrate back to Q360 
• Project-related and break / fix Service work are outside this specific inspection integration scope 
• Inventory / Tech Stock management is not part of this integration for M-type Items