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New User

Getting Started

Logging In
Changing Your Password
Navigating IQ
Understanding Modules
Using Function Bars
Understanding Tabs
Understanding IQ Records
Accessing Your Dashboard
Saving & Logging Out
Configuring Email SPF

Business Processes

Adding a Company
Creating a Labor Quote
Presenting a Labor Quote
Understanding Scheduling
Creating In-Bound Ticket
Receiving Product
Pulling & Delivering Product
Invoicing an Order
Receiving Payments

Advanced

Companies

Adding A Division
Uploading Documents
Editing Letterheads and Logos
Creating Multi-Tenant Addresses
Adding A New Employee

Labor Quotes

Adding Services
Creating T&M Quotes
Adding Quoted Sell

Work Orders

Creating Change Orders
Using Order Groups
Creating Punch Orders (NEW)
Creating Vendor PO’s

Scheduling

Using Soft Scheduling
Converting Soft Schedules
Scheduling PTO & Holidays (NEW)

Receiving
Administrative

Using Advanced Search
Editing Automatic Distributions
Managing Distribution Verbiages
Editing Employee Time(NEW)
Changing Menu Preferences
Creating New Opportunities
Creating Pay Periods
Editing Security Settings
Accessing Service Catalogs
Editing (creating new) Tasks
Editing Order Templates
Editing and Creating Views
Updating Wage Catalogs (NEW)

IQ Mobile

Issuing Daily Progress Reports
Enabling Location Services
Using Punch Clock

Accounting

Assigning Folders to Invoices (NEW)
Editing Loaded Wages
Receiving Multiple Payments

Receiving Unknown Shipments
Associating Unknown Shipments