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 Highlighted Features / Compare Versions: Pool Maintenance Software
QuickBooks Integration
Scheduling
Job Costing
Batch Invoicing
Contact Management
Template Designer
Other Features
Modules
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Recommendation for Pool Maintenance: As a pool maintenance company you can use QXpress Standard if you just require very basic scheduling and invoicing. QXpress Gold adds the ability to track and invoice for multiple tasks and materials per service visit, such as chlorine, and chemical tests. QXpress Gold also adds flexibility with custom fields for customers and services, as well as contact management and job costing. QXpress Platinum adds the ability to schedule multi-day, multi-crew, multi-task projects, customize advanced reports, track subcontractors, generate estimates and setup user login permissions.
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Every QXpress user has something in common - they all use QuickBooks! As a result every feature in QXpress is designed to look, feel, and operate the way you and your staff are used to in QuickBooks. We put such a high priority on having the best QuickBooks integration, we developed QX-SYNCTM to have the fastest and most reliable integration possible. Nothing integrates with QuickBooks like QXpress.
Click here to see a 10 things you should DEMAND from QuickBooks Integration!
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The first time you open QXpress you'll see all your customers, items, and employees have been automatically synchronized with QuickBooks. No data entry required! Using our QX-SYNCTM technology, we ensure that no other program lets you get setup faster than QXpress.
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Other scheduling programs require double-entry: once in their program, and once in QuickBooks. With QXpress, however, there is no double entry required! For example, if you add a customer or item in QXpress, it is instantly added in QuickBooks. QXpress not only prevents hours of double-entry, but also eliminates costly mistakes.
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We understand how important your QuickBooks data is to you. QXpress goes further than just importing customer names, and addresses. For example, the History tab of the QXpress Customer screen not only displays completed services, but also a list of your QuickBooks invoices, payments, credits and estimates. Double-click on the QuickBooks transaction to display it instantly in QuickBooks.
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Schedule services to automatically show up on your schedule at the intervals you need. Services can be scheduled weekly, biweekly, monthly, quarterly, annually, or at any other interval you require. QXpress is the most flexible and powerful scheduling solution available for your industry.
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Easily schedule one time services for a specific time, date and crew - or add the one time service to the Waiting List to be dispatched later.
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Services can be easily dragged-and-dropped from the Waiting List to the right crew on the right date according to geographical areas, skill-sets, and booking availability.
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The List View Calendar is great for companies that do not schedule services by time of day, but are more concerned with the routing order of the services a certain crew has scheduled for a specific date range.
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The Day View Calendar is the easiest and most flexible way for you to see what services are scheduled for which crews, for specific times on specific days. It is easy to see which crews are working in which geographical area, and who is busy and who can handle more services. The image on the right shows two trucks scheduled over two days, with the route plotted on QX Mapping (an optional module).
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Zone Based Scheduling is used when you schedule services far into the future, but do not assign specific dates. Instead, you know that you'll be servicing the customer when you perform the same service for everyone else in the geographical area. Available in QXpress Gold and QXpress Platinum only.
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Project Scheduling allows you to schedule a multi-day service, with many different tasks, assigned to one or more crews, spanning an indefinite date range. Each scheduled visit of the project can have a different material load list setup that you can use to let crews know what materials to take with them each day. Available in QXpress Platinum only.
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As a service company, time is your most valuable asset. Tracking how long services actually take your crews, and comparing those hours with what you estimated, is essential to ensure you maximize your profits. In addition to making time tracking easy and painless, QXpress is also the most powerful job costing program available. No other program lets you get as detailed as QXpress, by allowing you to record time on a per employee basis, with multiple employees per service and multiple entries per employee. If you are going to job cost, do it properly with QXpress. Available in QXpress Gold and QXpress Platinum only.
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Using our QX-SYNCTM technology, with one click of a button all employee times entered in QXpress are transferred to the Employee Timesheet in QuickBooks, which can be used for payroll. Available in QXpress Gold and QXpress Platinum only.
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Easily track which materials were used on which services for which customer. Since material costs are separate from labor costs you'll be able to determine profitability on a per line item basis. Materials in QXpress are tied to QuickBooks inventory and non-inventory parts, so that inventory is automatically adjusted in QuickBooks using our QX-SYNCTM technology. Available in QXpress Gold and QXpress Platinum only.
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QXpress allows you to assign QuickBooks Vendors as QXpress sub contractors. The sub contractor's costs will affect the overall profitability of a service in QXpress, and will automatically create a Vendor Bill, payable in QuickBooks. Available in QXpress Platinum only.
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Scheduled services contain all the information necessary for invoicing, including the QuickBooks customer, the QuickBooks items to bill for and the dates of service. Therefore, with one click, all scheduled services can be converted into QuickBooks invoices. This will save you and your staff hours every month in double-entry.
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QXpress is a flexible and powerful invoicing solution that recognizes the needs its various users. There are 3 invoicing styles in QXpress. "Type 1" invoicing collects all the completed services in a date range and compiles the services into one invoice per customer. "Type 2" invoicing allows you to print the invoice before you complete a service so that you can drop off the invoice at the job site. "Type 3" invoicing prompts you create invoices for services as soon as they are marked Done. Type 2 and Type 3 invoicing are only available in QXpress Gold and QXpress Platinum.
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QXpress helps you save money on postage by emailing selected customers their invoices, in Adobe Acrobat PDF format.
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Easily track every contact you have with your customers. Contacts appear in the History tab in the Customer screen, so you can easily see customer contacts, service history, and QuickBooks transactions in one place. Your customers will be impressed by how fast and efficiently you and your staff answer their questions. Available in QXpress Gold and QXpress Platinum only.
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Every contact event has an optional remind time and date. QXpress will remind you to make a certain phone call, service your equipment, or whatever else you need to remember. Available in QXpress Gold and QXpress Platinum only.
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Improve communication in your office. Every event has an employee field for you to assign a contact event to. When an employee logs into QXpress they will be alerted of reminders assigned to them. Available in QXpress Platinum only.
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QXpress has a built-in Template Designer that allows you to easily customize your own route lists, work orders and invoices. It is a flexible and powerful feature with the tools you need - drag and drop fields from QuickBooks or QXpress, import your logo, insert boxes, lines, subreports, formulas and rich text paragraphs.
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Take advantage of the ideas from other companies in your industry. If you have a template that other users will benefit from, click Share and make it available to other QXpress users. You can also download templates from the over 400 templates other users have shared.
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Any template made in the Template Designer can be exported to Excel with one click of a button.
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QXpress is software without limits! Other scheduling programs make you conform to just built-in reports. QXpress allows you to make any kind of report you need - whether it be just a simple customer list, or an advanced job costing report. Available in QXpress Platinum only.
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Produce professional looking estimates and documents. The Template Designer allows you send advanced and personalized letters to your customers. You can apply filters to your letters so that you can target which of your customers you want to market to. Available in QXpress Platinum only.
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Enhance security with Login Permissions. Setup users in QXpress to limit which screens they can see, what actions they can perform, and which crews' schedules they can view. Available in QXpress Platinum only.
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Export customer and service information to Microsoft Word for document generation. Available in QXpress Platinum only.
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Use Memorized Filter Lists to filter which customers you target with marketing letters. Available in QXpress Platinum only.
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Create your own fields to track the information you need to track. There are 150 custom fields available per customer, and 15 per service. Use the Template Designer to show these fields on any template you desire. Available in QXpress Gold and Platinum only.
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QXpress Movie Tutorials make it easy to learn how to get started with QXpress. The movies are specific to your industry and show you the recommended steps to schedule your services, track job costs, and generate invoices. Each set of industry-specific movies take about 30 minutes to watch, and prove to be the fastest and easiest way for you to get up and running with the most powerful software offered to your industry.
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This add-on module takes all the services scheduled for a day and plots them onto a Microsoft MapPoint map. QX Mapping rearranges the services into the optimal order based on shortest distance and lowest driving cost and gives you the optimized map and driving directions as a result.
Guarantee efficiency. Don't just hope that your employees are servicing customers in the best order, guarantee it! By providing your employees with detailed driving directions each day, you take the guesswork out of routing.
Save Yourself Time. You no longer need to spend hours in the evening manually calculating routes for your employees. Just schedule the services that have to be done and QX Mapping will tell you the best order to do them in.
Don't get lost again. Despite what they say, employees don't always know their service area as well as they might have you think. When they get lost, you pay the cost. With detailed maps and driving directions generated from QX Mapping, you will never have to worry about your employees getting lost again.
Easily locate customers. When new customers call your office, you can quickly find out if they are in your service area by plotting them on a map. In seconds, you can tell whether or not it makes geographic sense to add them as a customer.
QX Mapping costs $595 and includes a license of Microsoft MapPoint 2006.
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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. Unlike the QXDC that is mainly a basic job costing tool, QX Mobile allows you to take all customer information, history, contact events, and services out with you in the field. You have full read/write capabilities on all data, and can add new customers, services, and items in the field and have it sync back perfectly with QXpress.
Features include:
- Synchronizing wirelessly from the field.
- Synchronizing from a cradle placed in remote locations (for example, your crews can send and receive data from their homes).
- Add / edit / view of customer information.
- View customer history and contact events.
- My Calendar screen with multiple crews and multiple days.
- Add / edit services in the field.
- Add / edit / view Job Items, Service times, Material usage & Custom fields.
- Add / view customer or crew signatures.
- Print Work Orders and Estimates in the field.
Requires:
- Operating System: Pocket PC 2002 or 2003 (i.e. not Palm OS or Blackberry), however, QX Mobile is not compatible with the Palm Treo Pocket PC version.
- Recommended 64 MB of RAM (at least 32 MB required)
- Hardware sold separately (see www.pocketpc.com for vendors)
- Wireless data plan (if you choose to Sync wirelessly)
QX Mobile software is subscription based at $195 per PDA per year.
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This add-on module gives you the ability to download your route list, customer history and customer information to a Palm or Handspring PDA. During the day, you can use the QX Data Collector (QXDC) to enter service times, material usage, equipment usage, service notes and new services. At the end of the day, you can upload all of the information from the QXDC to QXpress on your office computer.
Job Cost with Precision. Time how long your employees take to perform each task of each service, and what equipment they were using. Similarly, track what materials were used, by whom, and in what quantity.
Eliminate costly double-entry. Many companies have their crews write their service costs on worksheets and then pay somebody else to enter the data into a computer. With the QXDC, you can eliminate this double-entry, since the data is entered only once in the field.
Provide your employees with information. If you want employees to make good decisions, you need to provide them with good information. The QXDC provides employees with valuable information such as customer history, balance owing and contact information.
The QXDC costs $195 for one license, or $495 for a pack of 5 QXDC licenses, while hardware must be purchased separately.
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This add-on module provides a faster and more accurate way to enter data into QXpress. If you are using this module, a bar code automatically prints beside each service listed on your route sheet or work order. When you scan the bar code with a scanner, the service is instantly found and highlighted in QXpress. If you scan many bar codes, all of the services will be highlighted. This makes completing and rescheduling jobs at the end of the day quick and easy.
Complete and Reschedule Services Faster. You will complete and reschedule services faster at the end of the day because you do not have to locate each service individually.
Eliminate Errors. You will never accidentally complete or reschedule the wrong service because bar coding makes this impossible. Therefore, you will no longer have to deal with the headache of data entry errors.
The Bar Coding module costs $95 for the software, while hardware must be purchased separately.
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QXpress has a "Software Development Kit" (QXpress SDK), which allows other software companies to make QXpress add-ons.
Click here to learn more
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Click here to learn why you should choose QXpress  |
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