Build a Better Business Through Budgeting

Write off Invoices from Accounting > Accounts Receivable

1:48

Workflows for End User

Learn the basics for viewing and filtering workflows

49:30

Webinar Report III: Q360 Month End Reconciliation – a Financial Integrity Tool

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.

46:25

WBS III: The Work Breakdown Structure

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.

46:34

WBS II: The Work Breakdown Structure

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.

39:03

WBS I: The Work Breakdown Structure

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.

2:28

Voucher Reimbursable Expense Claim Items

Voucher Reimbursable Employee Expense Claim Items from Expense > Review Q tab Extended Menu

5:11

View Grid Data

Configure your grid and columns, view and filter your data set.

0:42

View AR Quick View, Reports, Live Data

View AR Quick View, Reports, Live Data

0:50

View AP Quick View, Reports, Live Data

View AP Quick View, Reports, Live Data

0:52

View Accounting Quick Views, Reports, Live Data

View Accounting Quick Views, Reports, Live Data

5:31

Vendor Deposit

10:26

v23.02.002 Manage Project Task List

1:17

Update PO Details

Update Purchase Order ("PO") details (e.g. ETA, Courier, Waybill) when known

0:43

Update Opportunity Reminder

Set sales opportunity reminder from an Activity record linked to the opportunity

Update Group Fields on Quotes – Using Sections

1:28

Update a Service Call when Tech Done

Update a Service Call when Tech Done by editing Call Status

1:01

Update a Funnel Step

Users update funnel steps that are assigned to them

2:31

Transfer Branch to Branch for “Q” Type Master

Transfer Branch to Branch for "Q" Type On Hand Inventory Master, including From/To a Technician

Transfer Branch to Branch for “A” Type Master

Transfer Branch to Branch for "A" Type Available Inventory Master, including From/To a Technician

1:20

Top Up a Block Amount Service Contract

Top up a Block Amount balance on a customer Service Contract

2:12

Time Bill via the Resource Console

HR,

2:12

Time Bill Project Task or Sub Task v23.01

1:03

Time Bill From Project Task

Time bill against project task and sub-task

2:27

Time Bill from My Tasks

Users can start and stop their time bills from the My Tasks form. Time bill against a Project Task / Task Assignment, Service Call, Sales Opportunity.

1:45

Time Bill Against an Opportunity

Time billing accounts for time spent working on opportunities

1:04

Time Bill Against a Service Call

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

3:04

Time Bill a Task from My Tasks

Time bill a project task from My Task List.

2:41

Tech Return of un-used Master

Tech Return of un-used Master for Technician Inventory obtained as a result of Branch Transfer, or Shipped "Release To Tech"

Summary Tab

Subcontractor Information Tracking

1:07

Start and stop time bills in the Resource Console

Start and stop time bills in the Resource Console scheduler grid

2.18

Standard Toolbar for User by Job Role

Access quick launch tool bar items to commonly used forms based on your job role.

1:27

Split Order Line Items in Purchasing Q

Split Order Line Items by Quantity count in Purchasing Q for purchasing flexibility

0:46

Specify Order Item as Drop Ship in Purchasing Q

Specify if Order Line Item is to be Drop Shipped or Not in Purchasing Q, i.e. request vendor deliver directly to customer site

1:54

Solutions360 External User Feature Voting

Solutions360 External User: Feature Voting (available by invitation)

5:30

Ship Items (v24.01) – coming soon

Ship items from one or more Projects, Calls, Orders or unlinked Purchase Orders from one convenient Queue

2:37

Ship an Order

Ship an Order

0:46

Ship a PO to a Vendor for Vendor Return

Ship a PO to a Vendor for Vendor Return

3:13

Setup Service Contract: Associate with a Vendor Contract

Setup Service Contract: Associate with a Vendor Contract (optional) at the line item level to assist with managing the vendor side of the service

3:50

Setup Service Contract – Details, Line Items

Setup a Service Contract - Details and Line Items (before any invoicing is done)

10:32

Setup multi-currency and FX

Setup multi-currency and foreign exchange ("FX") rates, accounts, configdata...

4:21

Setup External Users to Access Customer Portal

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

2:51

Setup AR Collection Q

Setup AR Collection Q

3:32

Set Up Quote Authorization Rules

Setup rules for the Quote Process: Authorize a Quote

2:32

Set Up a Vendor Prepaid Expense on a Voucher

Setup a Vendor Pre-Paid Expense on a Voucher Tags: Prepaid

1:18

Set Asset as Missing, decreasing Quantity for “A” Type Master

Set Asset as Missing, decreasing Quantity for "A" Type Master

58:43

Service III: Manage and Deliver MasterClass

57.43

Service II: Sell and Setup

Service Contract,

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.

46:37

Service I: Philosophy

6:22

Service Contract Block Amount Overview

Sell and manage block amounts of money to a customer that can then be redeemed for future service work via a Service Contract.

0:51

Select Vendor for PO in Purchasing Q

Select Vendor for Purchase Order Line Items in Purchasing Q

5:03

Search Records and Navigate Form

Search Records and Navigate Form - a navigation tour for a new user

4:12

Seach with Wildcards

Search with wildcards to refine results, e.g. "%", "_", /"...

1:51

Scrap Item from RMA TEST Q

RMA TEST Q: Scrap Item received as Customer RMA

2:04

Scrap Asset, decreasing Quantity for “A” Type Master

Scrap Available Inventory Asset, decreasing Quantity for "A" Type Master

2:27

Schedule a Task on the Resource Console

Drag and drop to schedule and assign a selected Task from the Resource Console. Result is a "Task Assignment" for a user for a given timeframe.

3:47

Schedule a Service Call from Resource Console

Schedule service call for technicians in the resource console

Schedule a Service Call from Call Form

Schedule Call from Call Form

2:40

Schedule a Project Task

Schedule a Project Task or Sub Task from Project > Task tab grid (in edit mode or Extended Menu) or Task form

40:37

Sales Tax Compliance

Avalara panelists share why and how sales tax compliance is getting more complex in the USA, and suggestions on what you can do to get a handle on it.

9:15

Sales Opportunity Form Key Fields

54:13

Sales Forecasting with Q360 v23.02

Sales,

5:21

Sales Forecast Quick View

View Sales Forecast of active Sales Opportunity in grid with helpful visual color indicators to manage opportunities and filter results (by salesrep, value, % probablity to close, expected close dates...) .

2:03

Route Site Locations with Google Maps

2:25

Review Service Call Events

Review Service Call Events from Call Form or Event Q

3:32

Review and Post Time Bills

Review and post time bills

2:52

Return to Vendor from RMA TEST Q

RMA TEST Q: Return to Vendor with no replacement for Item received as Customer RMA

2:33

Return to Customer from RMA TEST Q

RMA TEST Q: Return to Customer Item received as Customer RMA

12:46

Resource Console Overview v24.01

General,

1:25

Resource Console Overview

A general overview of the Resource Console.

2:45

Resolve a Record Lock

Address record locking issues.

49:14

Report II: Key Reports for Sales and Operations

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.

59:11

Report I: Recommended Key Reports – Executives

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.

1:11

Replace Unverified Items in Purchasing Q

Replace Unverified Order Line Items (i.e. no MasterNo) with a Master in Purchasing Q

1:37

Reminder Notification

52:49

Release Highlights v24.01

4:10

Record Invoice Collection Activities

Record Invoice Collection Activities from Collection Q or from Customer > Activities tab

57:39

Recommended Good Habits with Q360 v22.01

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

2:26

Recognize Monthly Pre-Paid Expenses

Recognize Monthly Pre-Paid Expenses from Accounting > Month End > Post Pre-Paid Expense Tags: Prepaid

2:13

Receive Customer RMA Item in RMA Q

Receive Customer RMA Item in RMA Q

3:39

Receive a Purchase Order

Receive a Purchase Order ("PO")

2:08

Quote Sections Split Line Items

8:47

Quote Sections End to End Flow

Quote Revisions

Quote Duplicate vs Copy

Quick Search in Q360

Quick Launch Toolbar

Use the Quick Launch to customize your toolbar

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.

8:55

Q360 Demonstration Project Profit

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

7:57

Q360 Demonstration Project Change Order

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).

9:00

Q360 Demonstration End to End Flow

Preview a demonstration of a sample end-to-end operational flow in Q360

60:17

Q360 Account Payables

Q360 Account Payables tips: key vendor profile attributes, recurring PO, prepaid expense, create/process voucher, pay vendor options including print check, positive pay, process direct payment / ACH, early payment discount...

1:18

Purchasing Queue

Use the Purchasing Queue to track your purchase orders

60:06

Project Transition to Service and Closure v23.02

Projects,

2:43

Project Task Grid Header Definitions

Review Project > Tasks: grid header definitions

53:41

Project Revenue Recognition Overview

Share why/how to update cost basis for project revenue recognition, explore expense ratio and job cost class methods…

3:09

Project Reports

Useful insight into the status and financial details for projects

2:45

Project Profit Tab v23.01

59:24

Project Management 23.01 Scheduling and Forecasting

Process Cash Receipt

Process Cash Receipt from Accounting > Accounts Receivable > Cash Receipts

1:33

Print PO

Print Purchase Order ("PO") (and deliver PO# to your Vendor to initiate the purchasing process)

2:20

Print Customer Statements

Print Customer Statements from Customer > Print icon; or Accounting > Accounts Receivable > Reports

3:41

Print Checks

Print Checks from Checks to Print or Voucher form > Print icon

2:57

Print and Post Invoices

Print and Post Invoices from Invoices to Print; or from Invoice > Print icon

0:37

Print a Quote

Print a Sales Quote Proposal

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.

1:09

Preview Service Call Billing Report

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

5:22

Prepay Vendor in Advance for a Purchase

Prepay Vendor in Advance for a Purchase (Vendor Deposit)

1:57

Post Project COGS and Revenue

Recognize all project costs and all the revenue earned to date

0:37

Post Employee Expense Claim Items

Post Employee Expense Claim Items from Expense > Review Q tab Extended Menu

2:45

Post Direct Payment for a Voucher

Post Direct Payment for a Voucher from Direct Payments Q or Voucher form Extended Menu

1:43

Post and Release Voucher for Payment

Post and Release Voucher for Payment from Un-Released Voucher Q, and Voucher Extended Menu

8:28

Pick Items (24.01)

Pick items for one or more Projects, Calls or Orders from one convenient Queue

3:34

Pick an Order

Pick an Order

3:07

Perform a Physical Inventory Count

Perform a Physical Inventory Count

4:28

Perform a Bank Reconciliation

Perform a Bank Reconciliation

53:20

One Dashboard Series: One Dashboard III v24.01

51:01

One Dashboard Series: One Dashboard II v24.01

51:33

One Dashboard I v24.01 MasterClass

2:41

Navigate the Project Profit Tab

Analyze profitability for individual projects

1:46

Navigate record sets

Navigate or skip to of your list of records in any form or report.

7:29

Navigate Q360

Explore Q360 Toolbar and Layout - a navigation tour for a new user

3:30

Multi-currency FX impact on Service Contract Invoice

Multi-currency FX impact on ervice Contract Invoice (post invoice, post service revenue)

7:52

Multi-currency FX impact on Quote, Order, Invoice

Multi-currency and foreign exchange ("FX") impact on Quote/Order (non-postings); and Invoice (posting)

4:08

Multi-currency FX impact on Project

Multi-currency FX impact on Project > Profit tab

5:23

Multi-currency FX impact on PO, Voucher

Multi-currency FX impact on Purchase Order (receipt of Q/A type items), Voucher (posting)

2:57

Move to Available Inventory from RMA TEST Q

RMA TEST Q: Move to Available Inventory Item received as Customer RMA

5:09

Monitor Service Work Queues

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

2:25

Monitor Service Contract Renewal Queues

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

1:15

Monitor Balance on Block Amount Service Contract

Monitor balance and usage on a customer's Block Amount Service Contract

1:43

Modify a Permission Group

Modify existing permission groups.

3:26

Mobile Technician App

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

56:22

Maximize Organizational Efficiencies – By Role

Refresher tips for the Sales Executive, Project Manager, Purchasing, Warehouse, Service Contract Administrator, Service CSR / Tech to maximize organizational efficiencies...

1:01:14

MasterClass: Project Work in Process and Change Orders v23.02

55:49

MasterClass – Boost Sales Success with Q360 v23.02

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

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

2:41

Mark Project as Substantially Complete

Mark Project as substantially complete sets project Status and Install finish date...

4:20

Mark Funnel Steps Complete

Mark a funnel step complete when the work for a step is complete

1:12

Mark Call Complete

Mark Service Call Complete

4:44

Managing Optional Flags on Quote Line Items

3:45

Manager Approve Employee Time Off Requests

Manager approve or deny employee's request for Time Off

2:40

Manage Project Tasks

Review and edit individual tasks for projects

2:47

Manage Project Task Lists

Manage and monitor all tasks for a project

11:53

Manage Project Task List v23.01

3:02

Manage Equipment in the Material Grid

Manage and procure equipment for projects from the Material grid

1:48

Link Documents

From any document grid, select one or more rows, and then drag them to a different document grid.

Invoice Warranty as Part of a Project

Invoice service Warranty amount as Part of a Project (optional)

3:09

Invoice Service Contracts

Invoice Service Contracts from Accounting > Service Contracts > Bill Service Contracts; or Service Contract Extended Menu

2:12

Invoice Sales Orders

Invoice Sales Orders from Orders to Invoice Q

4:26

Invoice Recurring Sales Orders

Invoice Recurring Sales Orders

5:26

Invoice Print Queue 23.01

1:22

Invoice all Service Contracts within Bill in Advance Days

1:19

Invoice a Service Contract

Invoice a Service Contract from Extended Menu

1:32

Invoice a Service Call

Invoice a Service Call

5:54

Invoice a Project Schedule of Values

Invoice a Project Schedule of Values ("SOV") from the Project > SOV tab

2:37

Invoice a Project Progress Invoice From Task

Invoice a Project Progress Invoice From Task in active state: select Extended Menu option "Invoice Now"

1:03

Invoice a Project Order Line Items

Invoice a Project Order Line Items from Project > Material tab grid extended menu

1:07

Invoice a Block Amount Service Contract

Invoice a Block Amount Service Contract from Extended Menu

1:08

Interpret Inventory Levels in Re-Order Q

Interpret Inventory Levels in Re-Order Q for "Q" or "A" Master type

1:11

Interpret Inventory Levels in Purchasing Q

Interpret Inventory Levels in Purchasing Q for "Q" or "A" Master type

1:34

Interpret Inventory Levels in Master Form

Interpret Inventory Levels in Master Form for "Q" or "A" Master type

1:16

Interpret Inventory Levels in Find Product Grid

Interpret Inventory Levels in Find Product Grid for "Q" or "A" Master type

2:17

Integration with GreatAmerica

Integration with GreatAmerica Financial Services: Setup and Use in Q360 Sales Quote Finance options

2:50

Initiate Return to Vendor for Inventory Stock, with Vendor replacement

Inventory Stock: Initiate Return to Vendor with Vendor replacement

2:17

Initiate Return to Vendor for Inventory Stock, no Vendor replacement

Inventory Stock: Initiate Return to Vendor with no Vendor replacement

2:07

Import or Update Vendor Master Price List

Import or Update Vendor Master (not part of official 'inventory') Price List, for reference

3:00

Import or Update Master Inventory Price List

Import or Update Master Inventory Price List

HubSpot Integrations Contacts and Synchronization

Integration

HubSpot Integration Sales Lead Generation

Integration

HubSpot Integration Email and Marketing

Integration

2:14

HR Time Request Overview

Request and authorize leave time, and view the status of requests

3:15

HR Approve Employee Time Off Requests

HR,

HR approve or deny employee's request for Time Off, after Manager approval granted

55:56

How Business Processes Impact Accounting Webinar

2:01

Group and Total Grid Data

Group grid rows into sets and total the sets

1:30

Google Maps Integration

Integration,

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

2:15

Globally Update Master Inventory Prices

Globally Update Master Inventory Prices in batch, by Category, SubCategory

3:06

Find and View AR, AP, GL Journal Entries

Find and View AR, AP, GL Journal Entries

6:32

Financial: Cash Flow Forecast

Cash Flow Forecast by Month

2:21

Filter Grid Data

Filter grids to refine the displayed data

External User Invoice Payments

4:20

External User Changes 23.01

1:09

Export Grid Data

Export grid data to Excel and PDF

Expire a Service Contract

Expire a Service Contract Manually

2:14

Enter and Post GL Journal Transactions

Enter and Post GL Journal Transactions

7:14

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

3:12

Employee Submit Time Off Request

Employee create and submit a Time Off request for Manager and HR approval

4:16

Employee Find, View Time Off Requests and Schedule

Employee find and view Time Off request status and their overall schedule

1:38

Email Options for Live Data Reports (Schedule LDRs) v23.01

1:55

Edit a Problem Code

Edit Problem Code values that populate the Service Call "Problem" drop down list.

2:23

Edit a General Code

Edit General Code values that populate drop down lists.

0:46

Drop Ship PO Items

Drop ship order items directly to customers

7:10

Documentation – eAcceptance

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.

1:45

Dispatch Calls from Resource Console

Dispatch Calls from Resource Console

1:38

Dispatch Calls from Dispatch Q

Dispatch Calls from Dispatch Q

1:29

Dispatch a Call from Call Form

Dispatch a Call from Call Form

2:11

Differentiate between Asset Status and Inventory Levels

Differentiate between Asset Status and impact on Inventory Levels for "A" Master types

58:23

Design Live Data Reports

This webinar explores in detail, how to create and administer live data reports. Recorded on February 17, 2021.

Define Employee Work Week

Define Employee's typical work week - days and hours

3:29

Define Employee Allocation

Define Employee's allowed days for specific schedule type over a defined date range

5:00

Define a User’s Permissions

Configure User's permissions using two methods; via user groups and individual permissions.

4:55

Define a User’s CompanyNo(s), Branch(es), Job Role(s)

Define a user's branch, company or job role.

Define a Budget

3:23

Deficiency Management

2:42

Data Dictionary, Create History Triggers and Mandatory Fields.

From Maintenance > Admin > Data Dictionary, configure actions for specific Q360 data dictionary fields: a) create history triggers to track who/what/when a field value is updated; b) specify mandatory fields for userids using Q360 or external users using the esupport customer portal; c) setup minimum field permission level (0 to 9, 0 default) that a userid must have in order to i) view or ii) edit a field.

2:47

Customize Live Data View and Report

Customize Live Data Views and associated Live Data Reports in core portions of Q360 using customizable data source administration options.

Customize Grid

Customize Core Grid

Customize columns in core portions of Q360 using options on the new “Grid Columns” tab and the enhanced “Related Tables”/”Grid View Columns” tabs.

3:16

Customer Portal: External User Access to Reports, Dashboards

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

5:35

Customer Portal: External User Access to Calls, Projects

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

1:22

Credit/Refund Unused Block Amount

Credit/Refund Unused Block Amount balance on customer's Service Contract

3:50

Create Workflows from Scratch

Build workflows from the ground up

2:33

Create Vouchers for Recurring POs

Create Vouchers for Recurring POs from Accounting > Accounts Payable > Bill Recurring POs

1:36

Create Service Coverage Hours Profiles

Service Contract Admin: Create Service Coverage Hours Profiles

1:02

Create Schedule of Values (SOV)

Create a Project Schedule of Values ("SOV"), a pre-requisite to subsequent step to invoice a Project SOV

1:14

Create Project Team Members v23.01

1:04

Create Product/System Manually

Create a Customer Product/System manually

2:19

Create Product/System from a Project

Create Product/System from a Project, e.g. at time of project substantial completion; Service Contracts can then be based on the product/system.

1:36

Create PO from Vendor Form

Create Purchase Order ("PO") for fulfilling Inventory Stock from Vendor Form

1:52

Create PO from Purchasing Q

Create Purchase Order ("PO") for Jobs (Project/Call/Sales Order) from Purchasing Q

1:55

Create PO from Order Form

Create Purchase Order ("PO") for specific Sales Order (Job) from Order Form

2:53

Create PO from Inventory Re-Order Q

Create Purchase Order ("PO") to replenish Inventory Stock from Inventory Re-Order Q

2:42

Create Open Credit for Customer

Create Open Credit for Customer based on Cash Receipt

3:06

Create Internal Change Order (ICO) from Project Orders tab

Create internal change request (ICO) to project orders such as substitutions, additions, or removals from Project > Orders tab.

1:59

Create Internal Change Order (ICO) from Project Material tab

Create internal change request (ICO) to project orders such as substitutions, additions, or removals from Project > Material tab.

Create HR Reservation

Create an HR Reservation for an employee via Resource Console

2:51

Create Employee’s linked Userid and Contact

Create Employee's linked Userid and Contact via Employee record

5:06

Create Employee Schedule

Create Employee Schedule via HR > Global Schedule or Employee record

3:36

Create Customer Change Order (CCO) from Project Orders tab

Create customer requested change request (CCO) to project orders such as substitutions, additions, or removals from Project > Orders tab.

2:18

Create Customer Change Order (CCO) from Project Material tab

Create customer requested change request (CCO) to project orders such as substitutions, additions, or removals from Project > Material tab.

1:08

Create Closing Entry for Projects

Create a project closing GL journal and ensure there are no outstanding records

6:12

Create and Use Global Comments

General,

3:37

Create and Use Auto Add Rules with Quotes

2:29

Create and Submit Expenses

Create and Submit Employee Expenses from File > Expenses > My Expenses

2:39

Create and Process a Quote

Create a basic quote from a Sales Opportunity and process through first steps of sales workflow.

9:12

Create and Add a Quick List to a Quote

2:27

Create an Internal Admin Project

4:42

Create an Income Statement

Create an Income Statement from Income Statement Designer and run

3:46

Create an Employee

Create an Employee, by converting a candidate, or create new employee record

6:05

Create an Email Alert Template

Setup the alert conditions for an email notification along with the template details

0:53

Create Activity Reminder – linked to Opportunity

Review sales opprtunity reminders and details from your task list

2:18

Create a Voucher for Received PO Items

Create a Voucher for Received PO Items from PO Voucher Q and PO Form Extended Menu

1:45

Create a Vendor Credit from RMA TEST Q

RMA TEST Q: Create a Vendor Credit for Item received as Customer RMA

1:27

Create a Site

Track customer site specific details such as contacts, sales, service, projects, and accounting

3:44

Create a Service Contract from Customer Site

Create a Service Contract manually from Customer Site record

5:02

Create a Service Contract From a Sales Order

Create a Service Contract From a Sales Order (converted from a Sales Opportunity with specified Recurring Monthly Revenue "RMR" value > Quote)

3:05

Create a Service Contract from a Project

Projects,

Create a Service Contract from a Project ("Create a Warranty Service Contract")

2:05

Create a Service Call Event

Create a Service Call Event

5:37

Create a Service Call

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

2:31

Create a Sales Opportunity

Track opportunities and gain insight into related sales activities as it progresses through a sales funnel

2:51

Create a Recurring Service Call

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

2:01

Create a Quote for a Service Call

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

3:30

Create a Project Task

Create tasks for project member to complete

4:15

Create a Project Sub-Task

Create project sub tasks from various locations in the system

2:20

Create a Project Invoice Task v23.01

2:25

Create a Project Invoice Task

Create a project task to invoice your project.

1:31

Create a Project Event

Create an event on Project and Task records to provide useful information

7:57

Create a Project

Create a project - 4 different ways: from Quote>Order>select Project Template; from Customer>Projects tab; from Project "copy" this project; from Project menu>Template List.

3:33

Create a Permission Group

Create a Permission Group.

5:20

Create a Master Part Number

Create a Master Part Number for tangible or intangible items that can be sold and/or purchased

1:23

Create a Manual Voucher

Create a Manual Voucher from Vendor > Vouchers tab

Create a Manual Invoice

Create an Invoice from a Customer > Invoices tab

5:37

Create a Live Data Report – 3

System Config

Part 3: Add questions or filters to control the data that is output.

4:46

Create a Live Data Report – 2

System Config

Part 2: Format output, e.g. field width, decimal places, date/time format, drill-in to a record

5:59

Create a Live Data Report – 1

System Config

Part 1: Select "LD" data source and fields to output in report, with drill-in, grouping options in v10.03

57:10

Create a dashboard

This MasterClass takes us through creating a dashboard and the options available.

1:44

Create a Customer Credit

Create a Customer Credit from Customer > Invoices tab

9:08

Create a Credit Card Payment Against a Service Call

2:55

Create a Contact

Create and link contacts to customers, sites and other areas

3:00

Create a Company

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).

1:17

Create a Candidate for Hire

Create a Candidate for Hire (optional)

5:45

Create a Balance Sheet

Create a Balance Sheet from Balance Sheet Designer and run

2:31

Copy Workflows

Copying an existing workflow to create a new workflow can help to save time and effort

0:39

Convert a Prospect to Customer

Turn prospect into customers for generating sales orders

Confirm PO

Confirm Purchase Order ("PO"), the first step in processing a newly created PO

5:11

Configure Date and Time Fields

Personalize

Personalize user preference of Date / Time fields, including option to view time in 24-hour clock format.

3:24

Complete and Print a Standard 1099 Tax Form

1:23

Close an Accounting Year

Close an Accounting Year from Accounting > Admin > Fiscal Calendar

1:33

Close Accounting Periods

Close Accounting Periods from Accounting > Admin > Fiscal Calendar

1:27

Check Project Close

Verify that there are no outstanding details prior to closing a project

0:51

Change Theme

Personalize

Personalize user preference of colors and fonts from a selection of standard Themes, from light to dark tones.

03:11

Change Theme

Personalize

5:32

Build Quote Line Items

Add line items such as parts and labor to quotes

1:06

Automatically Renew a Service Contract

Automatically Renew a Service Contract, with Renewal Type = AUTO

1:55

Assign Permissions to Create Live Data Reports

Assign Permissions to allow Creation of LIve Data Report(s), Access Data Source and Grant RUNSQL Permission.

4:03

Assign Permissions to Access Workflows

Specify a user or group name to have access to any core or standard workflow.

5:48

Assign Permissions to Access Live Data Reports

Provide permissions to a User or Group to access Live Data Reports

2.43

Assign Permissions to Access Dashboards

Create and Manage Dashboard Permissions

1:09

Assign Funnel Step to a Resource

Designate a user to perform a sales funnel step

2:69

Assign a Project Task or Subtask

Assign a Project Task or Sub Task from Project > Task tab grid (in edit mode or Extended Menu) or Task form

1:37

Assign a Project Leader v23.01

1:15

Approve or Reject Expenses

Approve or Reject Expenses from File > Expenses > Approval Q

2:05

Approve a Quote

Approve a customer-authorized quote; system sets quote status to CONVERTED and a new order (with same quote number) is created, in CONFIRMED status.

2:06

Approve a Posted Voucher Before Release for Payment

[Optional Step] Approve a Posted Voucher Before Release for Payment

2:30

Approve a Customer Order

Internally approve an order after a customer has authorized a quote

2:47

Apply a Service Contract Block Amount Against a Service Call

Apply a customer's Service Contract Block Amount Against a Service Call for that customer

3:28

Advanced Search in Q360

1:12

Adjust Service Call Billable Flag

Adjust Service Call "Billable" Flag

1:42

Adjust Quantity Up/Down for “Q” Type Master

Adjust Quantity Up or Down for "Q" Type Master

2:20

Adjust a Service Contract’s Product Coverage

Edit an existing Service Contract Line Item to adjust for product(s) covered

1:56

Add Project Team Members

Designate employee or contact to a Project and define their role on the Team

1:31

Add Project Event v23.01

1:58

Add Parts to a Service Call

Add Parts to a Service Call

0:34

Add Notes in PO Line Items

Add line item specific notes for your purchase orders

2:06

Add Customer RMA Items on a Call

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

1:36

Add Asset, increasing Quantity for “A” Type Master

Add Asset, increasing Quantity for "A" Type Master

3:35

Add a Record to Q360

Add a Record to Q360 - basics for a new user

2:37

Add a Checklist to a Project Task

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

59:59

23.02 Webinar: Highlights

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.

58:49

23.01 Webinar: Highlights Part 2

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.

1:00:23

23.01 Webinar: Highlights Part 1

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.

63:46

22.02 Webinar: Highlights

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).

1:00:18

22.01 Webinar: Highlights

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.

59:17

21.03 Webinar: Highlights

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.

49:00

21.02 Webinar: Highlights

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.

1:00

21.01 Webinar: Highlights