Learn More about QXpress!
- Overview
- Live Product Demonstration
- Download Trial
- Request Trial CD
- Movie Tutorials
- Weekly Webinars
- QX FormsTM
- QX MobileTM
- Common Questions
Overview
Various tools are available for you to learn more about the powerful features of QXpress.
Guided Tour
Click through an industry-specific slide show that exhibits a quick "A to B" of how
QXpress is used by your industry. Time needed is about 2 minutes.
Click here.
Live Product Demonstration
The most comprehensive way to learn about QXpress for those with limited research
time! Let a QXpress expert walk you through a tour of QXpress that is specifically
tailored to your company's needs. Time needed is about 30 minutes.
Click here.
Download Trial
Download the full installation of QXpress. The trial version of QXpress is the same
as the purchased version, except that it will only integrate with 10 of your
QuickBooks customers. Download time is about 5 minutes with a high speed Internet
connection. Click here.
Request Trial CD
If you are unable to download the trial version, please request a QXpress
trial CD to be mailed to you. Time needed is about 1 minute.
Click here.
Movie Tutorials
Want proof that QXpress is as easy-to-learn as we say it is? In that case, what
could be better than viewing the same learning tutorials used by actual QXpress
users? The movie tutorials are an excellent tool that walk you through the main
features of QXpress for your industry. Time needed is about 30 minutes per industry.
Click here.
Weekly Webinars
Learn how to get the most out of QXpress by attending a web based group presentation.
Webinars are 30 minutes in length and alternate between QXpress and QXpress Online each
week.
Click here.
QX FormsTM
QX Forms are industry-specific templates, and are available in a pre-printed format.
When you purchase the pre-printed forms they will come with your logo, boxes, lines,
and colored shading. When you print from QXpress, only the field labels, and data
will be printed onto the forms. This way you can still change the wording, and the
data fields used, using the built-in QXpress Template Designer.
Click here.
QX MobileTM
QX Mobile revolutionizes the experience for QXpress users. Imagine you and your staff
taking a mini-version of QXpress out with you in the field. QX Mobile allows you to
take all customer information, history, contact events, and services out with you -
wherever you are! You have full read/write capabilities on all data, and can add new
customers, services, and job items in the field and have it sync back perfectly with
QXpress.
Click here.
Common Questions
The Common Questions page is the result of what our sales and support staff say are
questions they are most frequently asked by users evaluating QXpress, or just getting
started. Got questions? Chances are that some of them are already answered here.
Click here.
Click here to read QXpress Solution stories 
Live Product Demonstration
To schedule a web-based Live Product Demonstration now,
Click here.
A Live Product Demonstration (LPD) is an opportunity to have us walk you through
QXpress online. During the LPD, we teach you the basics of the software including how
to enter customers, how to schedule services, how to create invoices and how to track
service costs. As well, you have the opportunity to customize the demonstration by
asking us the questions that are important to your type of service company.
Who can do a Live Product Demonstrion?
LPDs are a pre-sales tool that allows you get an short overview of the software before
you buy it, and should not to be confused with training or support provided to
registered QXpress users. Therefore, if you have not bought the software, you are
eligible for a Live Product Demonstration!
How Does it Work?
The LPD is a simple 4-step process:
- Setup an appointment by clicking here (LPDs are available Monday-Friday, 9am to 5pm Eastern Standard Time).
- We call you at the scheduled time.
- While on the phone with you, we help you logon to our computer so that you can view our movements on your monitor.
- We conduct the LPD by talking to you on the phone and, at the same time, demonstrating the software on your monitor.
What are the Benefits?
Learn from our Expertise
Nobody knows QXpress, and how it works for your industry, better than us. Therefore,
let us to share our knowledge with you. We can explain how companies in your industry
use QXpress and highlight helpful tricks or shortcuts. By having us walk you through
the software, you are guaranteed not to miss any important features.
See the Product in Action
You want to be sure that the software is easy to use, quick to navigate and rock-solid
in design. By having us take you through the program, you are guaranteed to see more of
the program in a shorter period of time. In this way, you can ensure that the software
performs to your satisfaction.
Invite Other Decision-makers to Participate
A LPD is a great way to ensure that all of the decision-makers are completely informed.
Gather everyone around the computer, put us on speaker phone, and ensure that everyone can
get answers to their own questions.
Learn in the Comfort of your Office
It is proven that you learn better when you are in a comfortable, familiar environment. That
is a significant reason for the effectiveness of the LPD - all you have to do is sit back, put your
feet up and learn QXpress.
To schedule a web-based Live Product Demonstration now,
Click here.
QX MobileTM
For QXpress Users
QX Mobile revolutionizes the experience for QXpress users. Imagine you and your
staff taking a mini-version of QXpress out with you in the field. QX Mobile allows
you to take all customer information, history, contact events, and services out
with you - wherever you are! You have full read/write capabilities on all data,
and can add new customers, services, and job items in the field and have it sync
back perfectly with QXpress.
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Benefits
- Take the power of QXpress with you everywhere.
- Increase the efficiency of your company by eliminating double-entry.
- Increase accuracy by recording work and/or print invoices in the field.
- Easy to learn - staff who are familiar with QXpress will learn QX Mobile in no time.
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Features
Features for Synchronizing QX Mobile with QXpress:
- Synchronize wirelessly from the field.
- Synchronize from a cradle placed in remote locations (for example, your crews can
send and receive data from their homes).
- Synchronize from a cradle in the office.
Features for Customer information:
- Take your Customer Information with you in the field!
- View your full customer list, along with full customer contact and account information.
- Add new customers in the field, which will update QXpress and QuickBooks next time
you synchronize.
- View customer history, contact events, future scheduled services and custom fields.
Features for Services:
- Maximize the efficiency of your staff in the field by saving office staff from unnecessary
double entry.
- Avoid your office staff from handling unnecessary phone calls from field staff.
- Crews can add new services in the field, which will automatically be added to QXpress
in the office.
- Add service times, material usage, additional chargeable job items.
- Record signatures from either your staff or the customer.
- Print Estimates, Work Orders and Invoices from the field!
Other Features:
- Security - setup each user as a 'profile', limiting what data and screens each user
can view and edit in the field.
- Perfect for supervisors who need to see scheduled services for multiple crews and
days.
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How Does it Work?
The following is an example of a typical scenario of the process of recording work
for the two scheduled services a crew has to perform today.
- Add services in QXpress. You simply need to schedule
services in QXpress like you do normally.
- Synchronize in QX Mobile. Clicking the Synchronize icon
will silently log into QXpress, and download any changes that occurred since the
last time QX Mobile Synchronized.
- Services now appear in QX Mobile!
- Arrive at the first job site. Click Schedule > Time
/ Material, to time into the service.
- Read crew instructions, click Start. This will create
a start time for all crew members, and turn the service to the status of 'On Route'.
- Arrive at next site, enter Job Items. When you arrive
at the next site, click Schedule > Time / Material again. This will automatically
put stop times in the last service the crew was working on, set the last service
to 'Done', enter start times on the new service, and turn this service to 'On Route'!
Here we also record that we want to charge the customer for 'Material 123' and 'Part
ABC'.
- Record a customer signature. On this service, we'll
record a signature from the customer Craig Crider showing prove of service.
- Stop the last service & synchronize. When the service
is complete, click Schedule > Time / Material again, and click Stop. This sets the
service to a 'Done' status in My Calendar. By then clicking the Synchronize icon
in My Calendar, changes will be sent to QXpress, as well any new changes will be
download from QXpress.
- Services appear done in QXpress! QXpress is automatically
updated with the changes from QX Mobile, including the start and stop times of the
service.
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Pricing
- QX Mobile is sold on an annual software subscription priced at $195 USD per Pocket PC per year*.
- If are are an existing user, you may purchase QX Mobile by logging into My Account, or by calling QXpress sales at 1-888-QXpress (1-888-797-7377).
- There is no risk, since QX Mobile comes with the 30 day money back guarantee. Try QX Mobile today!
*If you have more than 5 Pocket PCs, the first year is full price, however, the renewal of the subscription is $195 USD each for the first 5 licenses and reduced to $95 USD each for the additional licenses.
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Requirements
- QXpress Version 6.0 or higher
- QuickBooks Pro 2002 or higher
- Pocket PC 2002, 2003 or Windows Mobile 5. (i.e. not Palm OS or Blackberry)
- Recommended 64 MB of RAM (at least 32 MB required)
- Hardware sold separately (click here for vendors) Note: QX Mobile is not supported by Palm Treo - Windows Mobile 5.0 version.
- Wireless data plan (if you choose to Sync wirelessly rather than from a cradle)
- Internet Connection for your office computer
Note: If you intend on synchronizing remotely, you may wish to verify that your ISP (Internet Service Provider) supports
you doing this. Some high speed providers (especially residential services) lock down your
Internet connection so that it cannot act as a 'host', and thereby block QX Mobile from a
remote syncronization. Please ensure:
- You have a high speed connection (for example cable, DSL, ADSL, T1).
- Your ISP, and the supplied hardware, support 'Port Forwarding'.
- Your ISP must support you hosting a 'Server Side Application'. Examples of Server Side
Applications are web services, mail servers, VPN servers, or in this case the QX
Mobile Server.
- If you intend on printing from QX Mobile, a list of compatible mobile printers can be viewed by clicking here.
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Pocket PC Phones by Mobile Provider
We recognise that it is not always easy to find out which devices QX Mobile will work with.
We have compiled a list of tips:
- Make sure the phone runs a "Pocket PC" operating system.
- Make sure the phone is a touch-screen with a stylus.
- Make sure the phone is NOT a Motorola Q, or Palm Treo.
We have also listed popular phone providers below, and the phones whose specifications
meet ours. Note: QX Mobile has not necessary been tested on each of the devices below
- they are only listed below since their specifications meet QX Mobile requirements.
- Alltel: HTC Touch, HTC PPC6800.
- Cingular / AT&T: AT&T 8525 AT&T Tilt.
- Sprint / Nextel: Sprint PPC-6700, Sprint IP-830W, Mogul™ by HTC.
- T-Mobile: T-Mobile MDA, T-Mobile Wing.
- Verizon: Samsung i760, XV6800.
- Telus Mobility (Canada): HTC Touch, HTC P4000.
- Rogers Wireless (Canada): HTC Touch, HTC TyTN, HP iPAQ hw6955.
- Bell (Canada): HTC 6800.
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Click here to read QXpress Solution stories
Common Questions
Initial Evaluation Questions
New User Questions
Q: In a nutshell, what is QXpress Scheduling Software?
A: QXpress is a scheduling, job costing and batch invoicing program,
designed for QuickBooks users in the field services industry. QXpress will allow you to
schedule one time and recurring services for your QuickBooks customer list, print route lists
and work orders, record start and stop times, enter what materials were used, and then post the
work back to QuickBooks as an invoice. QXpress provides you with a powerful tool to manage
your operations, but allows you to continue using QuickBooks for all accounting activities.
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Q: If I work in multiple industries, do I have to buy one license per industry?
A: No. Our website does discuss features in terms of how they pertain
to specific industries, but there are only 4 versions of QXpress: QXpress Standard, QXpress
Gold, QXpress Platinum and QXpress Enterprise. If you perform services that span multiple
industries, visit each of the Industry-Specific Features pages to determine which of the 4
versions of QXpress will handle all the services you do.
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Q: Only 10 customers appear on the trial version. Why
A: The only limitation of the trial version vs. a registered version,
is that QXpress will only interact with 10 of your QuickBooks customers. There is no date limit
on the trial. If you are, however, a registered user, make sure you follow the steps in your
"QXpress Product Purchase" email, then click the QX Sync icon to synchronize with the remainder
of your QuickBooks customer list.
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Q: What support, updates and upgrades are included with the purchase / rental?
A: Regardless of whether you rent or purchase QXpress, you receive
120 free support minutes. Minutes used for initial installation, initial networking, and
passwords are credited back. Over 85% of QXpress users never need more than their free
support, but if further support is desired, it can be purchased at an additional cost of $75
USD per hour, tracked by the minute.
If you choose to rent QXpress, updates and upgrades are included.
If you choose to purchase
QXpress, updates and upgrades are included for the first 12 months, and then the Keep Me
Current Plan applies. The Keep Me Current Plan includes all updates and upgrades, plus an
additional 60 minutes of support - costing $295 USD for QXpress Standard, $325 USD for
QXpress Gold, $355 for QXpress Platinum and $595 USD for QXpress Enterprise.
For more detailed information on Support Policies, click here.
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Q: I'm short on time - what is the best way to evaluate QXpress?
A: Request a free web-based "Live Product Demonstration" (LPD). An
LPD is the fastest, easiest and most effective way to evaluate whether QXpress is a good match
for your company. Schedule a 30 minute live one-on-one demonstration with a QXpress representative.
They will call you at the scheduled time, and then give you a link to click on so that you can
see their computer screen in your Internet Explorer web browser! They'll ask you to explain
how your business operates, and what benefits you are looking to gain, and then they'll show
you exactly how to use QXpress for your specific scenario.
Click here to learn more about a Live Product Demonstration.
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Q: Do I need QXpress or QuickBooks installed to do a web-based Live Product Demonstration?
A: No, you do not need QXpress or QuickBooks installed to do an LPD. You simply need an Internet Connection, a telephone, and Internet Explorer.
Click here to learn more about a Live Product Demonstration.
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Q: What are the minimum system requirements to use QXpress?
A:
Recommended System Configuration:
- 512 mb RAM or higher.
- Pentium III processor or higher.
- 1024x768 or higher screen resolution.
- Windows 2000, XP, Windows 2003 Server, Vista*
- *If you are using the Enterprise version of QXpress,
please read: Depending on when you starting using QX Enterprise you may be
using either SQL 2000 or SQL 2005. Only SQL 2005 is compatible with Windows
Vista as the "host" computer. If you are using SQL 2000, and would like the
host computer to use Vista, please contact technical support to assist in
upgrading to SQL 2005.
- QuickBooks Pro 2004 or higher.
Minimum System Requirements:
- 128 mb of RAM.
- 100 mb of free hard drive space.
- Pentium II processor.
- 800x600 resolution.
- Windows 98, ME, XP, 2000, Media Center or Windows 2003 Server.
- Internet connection is not required, but is definitely preferred.
- A compatible version of QuickBooks (see Q8 below for compatible versions).
QXpress is not a "standalone" product, i.e. you must
be a QuickBooks user to use QXpress.
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Q: Which versions of QuickBooks are supported?
A:
USA
Recommended: QuickBooks Pro 2004 or higher.
Minimum: QuickBooks 99. Compatibility is limited with QuickBooks Basic, or versions prior to 2002.
Canada
Recommended: QuickBooks Pro 2004 or higher.
Minimum: QuickBooks 2003 Pro. Compatibility is limited with QuickBooks Basic.
Australia
Recommended: QuickBooks Pro 2004 or higher.
Minimum: QuickBooks 7.
United Kingdom
Recommended: QuickBooks Pro 2004 or higher.
Minimum: QuickBooks Pro 2004.
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Q: Can I install QXpress on more than one computer?
A: Yes, but you need to make sure you have the appropriate number of
QXpress licenses. QXpress is licensed based on how many computers you want QXpress installed
on, regardless of how many concurrent users there are. Additional licenses are approx. 25% of
the price of the original license.
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Q: What is recommended if I need to use QXpress from a remote location?
A: There are 4 scenarios where you can use QXpress remotely:
-
QX Mobile
- We developed QX Mobile to be a Pocket PC version of QXpress. With QX Mobile you can perform
nearly all the functions of the regular QXpress, but on a Pocket PC. When an internet
connection is available, you can then synchronize QX Mobile with QXpress so that they are both
updated with the latest changes.
-
Laptop - You can have QXpress installed on your laptop, provided you have an additional license
of QXpress, and take a copy of the main QXpress database with you in
the field. However, this is a "read-only" copy. Unlike QX Mobile, it does not synchronize back
at the office. Any changes made on the laptop will be lost.
-
Remote Desktop Connection - If you are working from a remote location that has Internet
Access, you can "remote control" the desktop of a computer in your office, so it will seem
like you are at the office, but you can be anywhere in the world. We recommend
GoToMyPC,
PC Anywhere,
or Remote Desktop which is free, and built into Windows XP Pro.
-
Virtual Private Network (VPN) - A VPN creates a network connection to your office, as if your
computer was physically in the office. If you are using QXpress Enterprise, you can use a VPN.
Other versions of QXpress cannot provide the performance needed by a VPN.
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Q: What is the policy and process for upgrading from one version to another (example: QXpress Gold to QXpress Platinum)?
A: In terms of cost, you simply need to pay the difference between the
value of your version, and the version you are upgrading to.
In terms of the process, providing you are not upgrading to QXpress Enterprise, it is simply a matter
of getting a new QXpress registration password. The new password will simply unlock features that
were previously locked. The QXpress database is the same, and nothing else needs to be installed.
If you are upgrading to QXpress Enterprise, the process is to upload your QXpress database to our
technical support staff so they can convert it to SQL Server for you. They will then have you
install QXpress Enterprise, and your new database. In most cases this can all be done the same day
as your upgrade request.
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Q: Does QuickBooks have to be installed on each computer to use QXpress?
A: You must be a QuickBooks user to use QXpress. However, while
having QuickBooks on the same computer as QXpress is preferred, it is not
required that every computer has QuickBooks on it. Here are the
three scenarios you can setup:
-
Full Integration - QuickBooks and QXpress are installed on the
same computer. Depending on the permissions setup for the user in QuickBooks,
you can add & edit customers, post invoices, etc, from QXpress. You can also use
QuickBooks as you normally would.
-
Partial Integration - QXpress is installed on the computer,
but QuickBooks is not installed. However, RDS is installed so that you can add & edit
QuickBooks customers from QXpress, post invoices, etc. To learn more about RDS, a free
tool from QuickBooks, click here.
-
No Integration - QXpress is installed on the computer, but
neither QuickBooks nor RDS is installed. On this computer, you can still schedule new
services, print route lists, record job costing information, create invoices, etc., but
you cannot interact directly with QuickBooks. Most importantly you will not be able to
add or edit QuickBooks customers from QXpress on this computer.
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Q: How do I register the software I purchased?
A: When you rent or purchase QXpress, you will receive a
"QXpress Product Purchase" email. In this email you will receive the steps necessary to enter
your QXpress User Name, and to get your QXpress Password. If you were evaluating QXpress on
this computer before you registered it, you may have to click the QX Sync icon in QXpress, and
do a full synchronization to integrate with the remainder of your customer list.
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Q: What is the best way to learn & implement QXpress?
A: First and foremost, you should watch the
QXpress Movie tutorials at least once. Next,
try entering a service into QXpress and taking it from "A to B", i.e. from scheduling, through to
invoicing back into QuickBooks, the way you learned in the movies. Next, call our tech support
team to clear up any questions you have (1-888-QXpress (1-888-797-7377) ex 2).
Finally, when it comes to implementing QXpress, try implementing the software in stages. If
you have several crews or several divisions, try just running QXpress on a single crew or
division for the first month or two, until you are comfortable, and then implement it fully.
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Q: My job site addresses seem to appear wrong. Why?
A: QXpress looks to the 2nd line of the Ship To Address in
QuickBooks to use as the QXpress Job Site Address. If the 2nd line of the Ship To Address
is blank, QXpress will use the 2nd line of the Bill To Address in QuickBooks. For a full
explanation, click here.
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Q: What is the best way to setup a customer with multiple job sites?
A: It is recommended that you setup Customer:Jobs. For example,
if you have a builder that has 2 properties, you will setup customers in QuickBooks as:
Builder
Builder:Property1
Builder:Property2
For a full explanation, click here.
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Q: Why is my Charge Description list empty when trying to schedule a new service?
A: If you are looking to schedule a new service, but your Charge
Description List is empty or seems incomplete, it is likely due to the fact that only QuickBooks
items of the type "Service" can be scheduled. Once you schedule a service, however, you will be
able to add "Job Items" to the service that are of type "Service", "Inventory Part", "Non
Inventory Part" and "Payment".
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Q: How do I request technical support?
A: Telephone support is available Monday through Friday,
from 9am to 6pm, Eastern Standard Time:
- Toll free: 1-888-QXpress (1-888-797-7377) ex 2
- Local and overseas: 1-416-640-6029 ex 2
- e-Support (a variation of e-mail support)click here.
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Q: When should I use technical support?
A: On a basic level, it is best to use technical support (i) if you
need help getting QXpress installed, networked or integrated with QuickBooks, (ii) if you have
a technical issue, or (iii) when you want to ask questions on how to best use QXpress.
We do recommend that you go through the self help tools first so that you don't use your
support minutes on basic questions covered in the QXpress Movie tutorials.
However, by all means please call us if you have questions. Don't be a stranger - we want to
help ensure you are successfully up and running with QXpress!!
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