Explore key month end financial reports that Q360 users should reference as part of month end reconciliation. Understand the importance of balancing General Ledger Control Accounts and Subledgers, in order to identify process areas for improvement and to develop best practices. MasterClass Webinar presented on 2023-03-22.
WBS III - WBS usage in Work in Process ("WIP"), Project Forecast and Analysis. We assign resources to the project’s tasks by WBS phase, charge time against those tasks, and observe the resulting WIP by project and WBS Phase. Recalibrate the labor forecast based on the project’s progress and variance trends through an Internal Change Order (ICO). Conduct trend analysis across projects to update WBS estimation calculations. MasterClass Webinar presented on 2022-04-13.
WBS II - The Work Breakdown Structure | WBS usage in Sales, Estimation, Labor Forecast, Project Scheduling and Assignment. Discover WBS usage on labor estimation process, where we can use the resulting project estimates and the Sales Funnel to forecast potential labor needs. MasterClass Webinar presented on 2022-03-16.
WBS I - The Work Breakdown Structure - a foundational project / resource management tool. Discover why and how the WBS is integral to labor estimation, planning, forecasting, utilization, status and progress reporting, variance analysis, and lessons learned. MasterClass Webinar presented on 2022-02-09.
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.
Recommend reports for the functional level to drive conversations across functions for planning and execution. Sales and Operations (Project and Service) can see see how each impact the other - from forecasting sales opportunities to planning and scheduling resources. MasterClass Webinar presented on 2023-02-08.
Recommend reports for executives to plan, adjust, monitor and measure. Identify areas of importance in the business for the purposes of investigation and improvement. Describe how key performance indicators act as milestones and/or targets. MasterClass Webinar presented on 2022-09-14.
List a set of recommended good habits to adopt to help keep your data "clean"; describe the benefits that adoption of these good habits will bring; Leverage Q360 tools to easily establish good daily, weekly, monthly, yearly habits
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.
Preview a demonstration of a project and its profit tab and usage around the data displayed, complemented with associated project profitability reports, including "Project WIP" and "Project Revenue/Cost Forecast" report
Preview a demonstration to create a change order and the impact on Project > Profit. Remove and/or add material/labor on a) an internal change order (impacts cost only), b) a customer change order (impacts revenue and cost).
Monitor Service Contract Renewal Queue and Vendor Service Contract Renewal Queue; look forward to when contracts with customer and vendor, respectively, come up for renewal
Refresher tips for the Sales Executive, Project Manager, Purchasing, Warehouse, Service Contract Administrator, Service CSR / Tech to maximize organizational efficiencies...
Generate a Q360 Service Call Report from Call Form Printer icon; typically prints Work Requested, Performed, and section to capture customer signature.
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.
Create a company record. By default, the 'type' will be PROSPECT. With permissions, the record may be edited to be a CUSTOMER, VENDOR, CUSTVEND (both a customer and vendor).
Overview of the highlights for the v23.02 release including Quote Revision Control/Comparison, Sales Bookings enhancements, Sales Opportunity Forecast Probability, Branch/Dept enhancements, Optional Integrations (beta): Cloud Storage, Credit Card processing on Service Calls, Ask Q, QForms. Recorded on Dec 13, 2023.
Part 2 of 2: Overview of the highlights for the v23.01 release including OAuth, email of live data reports, improved web browser interface on mobile devices, Resource Console scheduling of Sales Opp items, Automatic creation of time bill records for paid leave, expense per diem for projects. Recorded on July 26, 2023.
Part 1 of 2: Overview of the highlights for the v23.01 release including enhancements to Project (unlimited task nesting, separation of task and assignments) and Service (quoting Service Contracts, Service Rate Admin, Deficiency Management, more flexible Recurring Call scheduling).Recorded on Jun 21, 2023.
Overview of the highlights for the v22.02 release including enhancements (Sales Quote, Quick ICO, Post Expense Setup Options, My Task List Process Button, Record "Copy") and new features (Link/Unlink PO Item, Vendor Deposit Process, Set Reminder Notification, Employee Capacity Forecast Report, Context Sensitive Help Reference).
Overview of the highlights for the v22.01 release including Customize Grid (enhanced), Background Jobs (new), webmail email engine (enhanced), sales forecast (enhanced), BI Invoice Record (new), and a sample of new configuration options.
Overview of the highlights for the v21.03 release including eAcceptance, Customer Portal, Project Team Time Entry, Project Substantial Completion process, Block Amount Service Contract, Prevailing Wage enhancements.
A high level overview of the highlights for the v21.02 release including enhancements to the Gantt Chart, Resource Console, Project Console, Task Console, and grid exporting.
A high level overview of the highlights for the v21.01 release including enhanced security, email improvements, custom data importing, the new One Dashboard, and much more.
