Service – Q360 Help Center

1:47

Add a Check List to a Call

Add User check list to guide CSR and technician through a series of steps for completing a call

2:06

Add Customer RMA Items on a Call

Add Customer Items to be Returned (RMA) on a Service Call

1:58

Add Parts to a Service Call

1:12

Adjust Service Call Billable Flag

Adjust Service Call "Billable" Flag

9:08

Create a Credit Card Payment Against a Service Call

2:01

Create a Quote for a Service Call

Create a Quote for a Service Call to seek Customer approval before proceeding with work.

1:50

Create a Recurring Service Call

Create a Recurring Service Call - template to be used for system to auto-create Calls at regular intervals

5:37

Create a Service Call

Create a service call from either the Site, Product or Received Email Q

2:05

Create a Service Call Event

1:04

Create Product/System Manually

Create a Customer Product/System manually

3:24

Customer Portal: External User Access to Calls

Customer Portal: External User Access to Calls (view, create, add event...)

4:23

Customer Portal: External User Access to Projects, Tasks

Customer Portal: External User Access to Projects, Tasks (view, edit, create)

5:58

Customer Portal: External User Access to Reports, Dashboards

Customer Portal: External User Access to Live Data Reports, Dashboards

5:20

Deficiency Management

Track a deficiency that can be linked to a Call, Product and/or Product Detail, quote and/or order...

1:29

Dispatch a Call from Call Form

1:38

Dispatch Calls from Dispatch Q

1:45

Dispatch Calls from Resource Console

9:26

End-to-End Flow: Customer RMA, Return to Vendor with Replacement

End-to-End Flow: Customer RMA, Return to Vendor with Replacement to send back to Customer

3:01

External User Invoice Payments

Customer Portal: External User views and pays Invoice with their credit card

1:30

Google Maps Integration

This section describes how to integrate and use Google Maps with Q360.

1:25

Mark Call Complete

Review and mark Service Call Complete via Call Extended Menu

2:38

Mark Tech Inventory Parts Used

Mark Tech Inventory Parts Used, either after Shipped Release to Tech or for Inventory transferred to Technician Stock

0:54

Mark Tech Inventory Parts Used From Technician App

Mark Tech Inventory Parts Used From Technician App - either after Shipped Release to Tech or for Inventory transferred to Technician Stock

3:26

Mobile Technician App

Technicians can interact with calls, tasks, and inventory using this mobile app

8:09

Monitor Service Work Queues

Monitor Service Work Queues: Dispatch Q, Event Q, Received Email Q, RMA Test Q, Service Contract Renewal Q, Vendor Service Contract Renewal Q...

2:29

Payments: Charge a Service Call Deposit

Payments: Charge a Service Call deposit using payment processor

4:39

Payments: Make payment as an External User

Payments: Make an Invoice payment as an External User via Customer Portal

1:41

Preview Service Call Billing Report

Preview Service Call Billing Report, of how Invoice would render - without the costs.

1:46

Print a Q360 Service Call Report

Print a Q360 Service Call Report from Call Form Printer icon; typically prints Work Requested, Performed, and section to capture customer signature.

18:02

Q360 Stride Mobile App – Overview

Overview of Q360 Stride, a mobile app intended primarily for technicians on-the-go

2:32

Q360 Stride Mobile App – Plan My Day

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

6:45

Q360 Technican App v10.01 Overview

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.

2:37

Review Service Call Events

Review Service Call Events from Call Form or Event Q

1:39

Schedule a Service Call from Call Form

Schedule Call from Call Form

3:47

Schedule a Service Call from Resource Console

Schedule service call for technicians in the resource console

03:27

Schedule and Dispatch a Service Call via the Resource Console

57.43

Service II: Sell and Setup

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.

4:29

Setup External Users to Access Customer Portal

Setup External Users to Access Customer Portal and what they can see and do once logged in

3.30

Subcontractor Information Tracking

1:04

Time Bill Against a Service Call

Time Bill Against a Service Call from Call Form...

1:40

Update a Service Call when Tech Done

Update a Service Call when Tech Done by editing Call Status

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