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.
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, a mobile app for technicians on-the-go, with AskQ > 'Plan My Day' or 'Play My Next Workday' prompt feature to show their Calls and Tasks for that day
Review Q360 Month End procedures - ensure all operational activities are recorded and system can automate corresponding financial entries in the period
Create a Quick ICO (Internal Change Order) to adjust project labor hours (up or down) via "Projected vs. Actual Hours" pop up grid accessible from a) Project ext. menu, or b) Projects > Quick Views > Project Status