Q360 Stride Mobile App – My Task List

Popular Searches:25.01, Permissions List, Release Notes
General,
Service

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Workflows for End User
1:48
Workflows for End User
General
Learn the basics for viewing and filtering workflows
View Time Log
1:57
View Time Log
General
View Time Log for submitted time bills (default: daily running totals for current week)
View Grid Data
5:11
View Grid Data
General
Configure your grid and columns, view and filter your data set.
Update a Service Call when Tech Done
1:40
Update a Service Call when Tech Done
Service
Update a Service Call when Tech Done by editing Call Status
Time Bill Against a Service Call
1:04
Time Bill Against a Service Call
Service
Time Bill Against a Service Call from Call Form...
Subcontractor Information Tracking
3.30
Subcontractor Information Tracking
Service
Standard Toolbar for User by Job Role
2.18
Standard Toolbar for User by Job Role
General
Access quick launch tool bar items to commonly used forms based on your job role.
Setup External Users to Access Customer Portal
4:29
Setup External Users to Access Customer Portal
Service,
System Admin
Setup External Users to Access Customer Portal and what they can see and do once logged in
Service II: Sell and Setup
57.43
Service II: Sell and Setup
Service,
Service Contract,
Webinars
Service II: Part 2 of 3 Service MasterClass series to discuss the Service sales process and explore setting up the Service Contracts. MasterClass Webinar presented on 2024-07-24.
Search Records and Navigate Form
6:17
Search Records and Navigate Form
General
Search Records and Navigate Form - a navigation tour for a new user
Seach with Wildcards
4:13
Seach with Wildcards
General
Search with wildcards to refine results, e.g. "%", "_", /"...
Schedule and Dispatch a Service Call via the Resource Console
03:27
Schedule and Dispatch a Service Call via the Resource Console
Service
Schedule a Service Call from Resource Console
3:47
Schedule a Service Call from Resource Console
Service
Schedule service call for technicians in the resource console
Schedule a Service Call from Call Form
1:39
Schedule a Service Call from Call Form
Service
Schedule Call from Call Form
Route Site Locations with Google Maps
2:03
Route Site Locations with Google Maps
General
Review Service Call Events
2:37
Review Service Call Events
Service
Review Service Call Events from Call Form or Event Q
Reminder Notification
3:18
Reminder Notification
General
Quick Search in Q360
5:57
Quick Search in Q360
General
Q360 Technican App v10.01 Overview
6:45
Q360 Technican App v10.01 Overview
Service
Overview of Q360 Technican App v10.01, from view of My Tasks list, customer site address, add/stop Time Bill, to update Call with Customer sign-off signature on mobile device.
Q360 Stride Mobile App - Plan My Day
2:32
Q360 Stride Mobile App – Plan My Day
Service
Q360 Stride, a mobile app for technicians on-the-go, with Ask Q > 'Plan My Day' or 'Play My Next Workday' prompt feature to show their Calls and Tasks for that day / next day
Q360 Stride Mobile App - Overview
18:02
Q360 Stride Mobile App – Overview
Service
Overview of Q360 Stride, a mobile app intended primarily for technicians on-the-go
Q360 Demonstration End to End Flow
6:87
Q360 Demonstration End to End Flow
General
Preview a demonstration of a sample end-to-end operational flow in Q360
Print a Q360 Service Call Report
1:46
Print a Q360 Service Call Report
Service
Print a Q360 Service Call Report from Call Form Printer icon; typically prints Work Requested, Performed, and section to capture customer signature.
Preview Service Call Billing Report
1:41
Preview Service Call Billing Report
Service
Preview Service Call Billing Report, of how Invoice would render - without the costs.
Payments: Make payment as an External User
4:39
Payments: Make payment as an External User
Accounting,
Service
Payments: Make an Invoice payment as an External User via Customer Portal
Payments: Charge a Service Call Deposit
2:29
Payments: Charge a Service Call Deposit
Accounting,
Service
Payments: Charge a Service Call deposit using payment processor
Navigate record sets
1:46
Navigate record sets
General
Navigate or skip to of your list of records in any form or report.
Navigate Q360
9:21
Navigate Q360
General
Explore Q360 Toolbar and Layout - a navigation tour for a new user
Monitor Service Work Queues
8:09
Monitor Service Work Queues
Service
Monitor Service Work Queues: Dispatch Q, Event Q, Received Email Q, RMA Test Q, Service Contract Renewal Q, Vendor Service Contract Renewal Q...
Mobile Technician App
3:26
Mobile Technician App
Service
Technicians can interact with calls, tasks, and inventory using this mobile app
Mark Tech Inventory Parts Used From Technician App
0:54
Mark Tech Inventory Parts Used From Technician App
Service
Mark Tech Inventory Parts Used From Technician App - either after Shipped Release to Tech or for Inventory transferred to Technician Stock
Mark Tech Inventory Parts Used
2:38
Mark Tech Inventory Parts Used
Service
Mark Tech Inventory Parts Used, either after Shipped Release to Tech or for Inventory transferred to Technician Stock
Mark Call Complete
1:25
Mark Call Complete
Service
Review and mark Service Call Complete via Call Extended Menu
Link Documents
1:48
Link Documents
General
From any document grid, select one or more rows, and then drag them to a different document grid.
Invoice Print Queue 23.01
5:26
Invoice Print Queue 23.01
General
Group and Total Grid Data
2:01
Group and Total Grid Data
General
Group grid rows into sets and total the sets
Google Maps Integration
1:30
Google Maps Integration
Integration,
Service
This section describes how to integrate and use Google Maps with Q360.
Filter Grid Data
2:21
Filter Grid Data
General
Filter grids to refine the displayed data
External User Invoice Payments
3:01
External User Invoice Payments
Service
Customer Portal: External User views and pays Invoice with their credit card
External User Changes 23.01
4:20
External User Changes 23.01
General
Export Grid Data
1:09
Export Grid Data
General
Export grid data to Excel and PDF
End-to-End Flow: Customer RMA, Return to Vendor with Replacement
9:26
End-to-End Flow: Customer RMA, Return to Vendor with Replacement
Service,
Warehouse
End-to-End Flow: Customer RMA, Return to Vendor with Replacement to send back to Customer
Email Options for Live Data Reports (Schedule LDRs)
2:44
Email Options for Live Data Reports (Schedule LDRs)
General,
System Admin
Schedule routine or one time emailing of live data reports via the live data report's ("LDR's") “Schedule Report” button.
Documentation - eAcceptance
7:17
Documentation – eAcceptance
General
Secure mechanism to request a digital signature from a Q360 contact via their email address. Option for a user with appropriate permission to a) request an "eAcceptance" from any document grid or print modal form, b) view document properties attributes relating to eAcceptance stats and history.
Dispatch Calls from Resource Console
1:45
Dispatch Calls from Resource Console
Service
Dispatch Calls from Resource Console
Dispatch Calls from Dispatch Q
1:38
Dispatch Calls from Dispatch Q
Service
Dispatch Calls from Dispatch Q
Dispatch a Call from Call Form
1:29
Dispatch a Call from Call Form
Service
Dispatch a Call from Call Form
Deficiency Management
5:20
Deficiency Management
Service
Track a deficiency that can be linked to a Call, Product and/or Product Detail, quote and/or order...
Customer Portal: External User Access to Reports, Dashboards
5:58
Customer Portal: External User Access to Reports, Dashboards
Service
Customer Portal: External User Access to Live Data Reports, Dashboards
Customer Portal: External User Access to Projects, Tasks
4:23
Customer Portal: External User Access to Projects, Tasks
Service
Customer Portal: External User Access to Projects, Tasks (view, edit, create)
Customer Portal: External User Access to Calls
3:24
Customer Portal: External User Access to Calls
Service
Customer Portal: External User Access to Calls (view, create, add event...)
Create Workflows from Scratch
3:50
Create Workflows from Scratch
General
Build workflows from the ground up
Create Product/System Manually
1:04
Create Product/System Manually
Service,
Service Contract
Create a Customer Product/System manually
Create and Use Global Comments
7:23
Create and Use Global Comments
General,
Sales
Store statements of text for re-use across users, e.g. for Statement of Work ("SOW") on Sales Quotes, standardized response to inquiries, letters...
Create a Service Call Event
2:05
Create a Service Call Event
Service
Create a Service Call Event
Create a Service Call
5:37
Create a Service Call
Service
Create a service call from either the Site, Product or Received Email Q
Create a Recurring Service Call
1:50
Create a Recurring Service Call
Service
Create a Recurring Service Call - template to be used for system to auto-create Calls at regular intervals
Create a Quote for a Service Call
2:01
Create a Quote for a Service Call
Service
Create a Quote for a Service Call to seek Customer approval before proceeding with work.
Create a Credit Card Payment Against a Service Call
9:08
Create a Credit Card Payment Against a Service Call
Service
Copy Workflows
2:31
Copy Workflows
General
Copying an existing workflow to create a new workflow can help to save time and effort
Advanced Search in Q360
3:28
Advanced Search in Q360
General
Adjust Service Call Billable Flag
1:12
Adjust Service Call Billable Flag
Service
Adjust Service Call "Billable" Flag
Add Parts to a Service Call
1:58
Add Parts to a Service Call
Service
Add Parts to a Service Call
Add Customer RMA Items on a Call
2:06
Add Customer RMA Items on a Call
Service
Add Customer Items to be Returned (RMA) on a Service Call
Add a Record to Q360
4:40
Add a Record to Q360
General
Add a Record to Q360 - basics for a new user
Add a Check List to a Call
1:47
Add a Check List to a Call
Service
Add User check list to guide CSR and technician through a series of steps for completing a call
Popular Searches:25.01, Permissions List, Release Notes