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Q1: 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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Q2: 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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Q3: 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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Q4: 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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Q5: 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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Q6: 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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Q7: 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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Q8: 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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Q9: 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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Q10: 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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Q11: 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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Q12: 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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Q13: 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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Q14: 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 (1.877.529.6659 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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Q15: 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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Q16: 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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Q17: 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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Q18: How do I request technical support?
A: Telephone support is available Monday through Friday, from 9am to 6pm, Eastern Standard Time:
- Toll free: 1.877.529.6659 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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Q19: 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 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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