Office Meeting

Demo Videos

The typical IQ Demonstration takes approximately 45-75 minutes based on the needed functionality and customer questions.  We offer the following high-level demonstration to allow you to see a basic version of IQ in action to help you see general functionality at your convenience.

We have broken the demonstration up into 9 basic steps to help you ‘jump’ to the desired topic.

When you are ready for a personalized demo, click on the "Book a Demo" button.

1

Customer Addresses and Contacts

2a

Delivery & Installation : Hourly Quote

2b

Delivery & Installation : Quick Quote

2c

Delivery & Installation : Detailed Quote

4

Scheduling

3

Order Approval

5

Receiving Tickets for Cross Docking

6

Installation Work Orders

7

Mobile Data Entry

8

Job Costing

9

Invoicing

All Features

General Sales

Labor Estimation

Streamline your labor estimates and capture the thought process of your estimator by using IQ’s Intelligent Unit Pricing which factors numerous variables such as volume of services, job site conditions, location, customer, vendors, and more to build accurate estimates that ensure price integrity.

Proposals/Quotes 

Allow all departments to participate in the assembly of a proposal by allowing each department to contribute along the way while Sales oversees the process.  Once you’ve uploaded your product SIF or imported an Excel spreadsheet, uploaded documents, estimate your PM, Design and/or Operations labor, IQ will automatically generate the proposal with the appropriate Terms and Conditions, even automatically creating subtotals for commonly tagged products to help you present the proposal with minimal effort.

Signature Capture

IQ Sign facilitates the capture of signatures on any IQ-Generated Document (Overview).  While similar in functionality to other popular signature capture tools such as DocuSign, IQ Sign is embedded in IQ offering all of IQ's customization as well as unlimited usage.  Primarily used to capture electronic customer signatures, IQ Sign also facilitates workflow management (internal approvals) as well as the collection of custom IQ Form data to record approval-related information during the approval. IQ Sign also gives the signer the ability to advance the Status of the record by choosing from the Accept/Revise/Reject options.  Upon selection, IQ will issue contextual automated notifications to facilitate the workflow process, including the storage and distribution of the signed document.

Work Orders

Centralize all work order information from scope to documents to schedules, and communicate with all departments involved. Comprehensive work order information is electronically distributed to all necessary parties at each step of the order life cycle.

Invoicing

Create an invoice for any portion of an order including deposits, progress bills, T&M-based labor invoices, and full order invoices.  Invoices can be sent to customers with all necessary details such as line-level amounts and man-hour back-up to support T&M billing.  Once created, invoices can be passed directly to QuickBooks Online to create the AR event and minimize administrative efforts.

QBO Integration

Automatically send invoice information from IQ to QuickBooks through an API that communicates in real-time.  IQ passes information related to Customers, Invoices, and Vendor Bills so you don’t have to rekey the information manually or export/import files.

Product Sales

Sales Forecasts

Create an effective leads management process with a powerful sales forecasting system that provides up-to-date contact detail for customers and prospects, including contact history and scheduling. Daily schedule information including callback reminders are automatically e-mailed to users, and sales forecasts can be generated from projected closing dates and associated revenue. Once prospects become a customer, you simply change their status, and all historical data will be retained in the system, allowing to you begin managing proposals, orders, and projects without moving to another system.

Product Proposals

Assemble product proposals by importing SIF, custom Excel files, or database product records.  Pricing can be imported or controlled by catalogs to ensure standard discounting or customer contracts.  Groups provide a method for presenting order lines in a way that the customer can understand what the product represents.  "Alternate Groups" and "Add-On Groups" allow multiple options to be presented without inflating the proposal price. 

Vendor POs

Creation and issuance of purchase orders to each unique vendor in an order allows for the order line information to be used to communicate order details to the responsible parties.  Once issued, Vendor POs can be Acknowledged and their related product received and pulled from the warehouse. When the Bill arrives from the vendor, it can be posted against the PO and automatically shared with QuickBooks Online to create the AP event.

Acknowledgements

Document Manufacturer Order Acknowledgements by recording projected shipping and receiving dates, and update any finish or pricing changes noted by the manufacturer.

Order Inventory

Track your customer-owned inventory through an efficient, non-barcode system.  Simply import your customer’s inventory items through a standard spreadsheet and track the quantities In and Out of the warehouse.  Tiered Warehouse Locations provide for detailed reports to help your staff quickly find needed items.

Commissions

Use IQ's Formula Form Fields to calculate standard commissions based on financial information in the proposal, and store those values for reporting when the order is invoiced.  Reports can be on an order-by-order basis or ran across a series of orders that fit your custom reporting criteria.

Operations Management

Work Orders

Centralize all work order information from scope to documents to schedules, and communicate with all departments involved. Comprehensive work order information is electronically distributed to all necessary parties at each step of the order life cycle.

Crossdock Receiving 

Quickly document and manage warehouse shipments without the need for entering all line item information for inventory.  See, at a glance, whether all shipments for an order have been received and prepare the warehouse for receiving, pulling and loading of product.  In addition, report on which shipments have been in storage over 30 days and get a consolidated report, by customer, to facilitate billing for long-term storage.

Scheduling

Quickly reserve manpower through Soft Schedules and then develop detailed schedules directly in the work order itself, allowing the scheduler to see all necessary details to ensure a solid plan.  Once the schedule is in place, IQ can provide automated dispatching directly to the employees by email or text.

Daily Progress

Quickly reserve manpower through Soft Schedules and then develop detailed schedules directly in the work order itself, allowing the scheduler to see all necessary details to ensure a solid plan.  Once the schedule is in place, IQ can provide automated dispatching directly to the employees by email or text.

Punch Lists 

Manage Product Punch Items and Operational Punch Labor related to orders to ensure all responsibilities are documented and invoicing is not held up over incomplete items.

Punch Clock 

Track your customer-owned inventory through an efficient, non-barcode system.  Simply import your customer’s inventory items through a standard spreadsheet and track the quantities In and Out of the warehouse.  Tiered Warehouse Locations provide for detailed reports to help your staff quickly find needed items.

Time Sheets

Collect and record employee time against the Order Task being performed. Each time block collected is used to automatically populate the employee’s time sheet for payroll reporting while also instantly updating the order for job cost reporting.  In many cases, IQ can even determine if the employee should be paid overtime and will automatically apply the correct Pay Rate to the appropriate time.

Job Costing

Get instant and accurate job costing data so your company can make informed business decisions. IQ compiles wage and time data associated with work orders for comprehensive job costing that facilitates cost control and pricing management.

Admin

See critical information based on process function or business role, enabling users to quickly see what needs to be done without have to run reports to search for the information.  Dashboards not only present real-time information and reports, but also allow for one-click access to any record.

Dashboards

Store documents directly within their parent record to give them context and eliminate searching.  The intelligent document storage process provides for sharing of documents only with the people that need to see them.  If your company requires advanced document management, IQ’s check-in/check-out process will track revisions of documents so historical versions can be easily recalled.

Document Storage

Allow employees to post expenses against their time sheets, even through their mobile phone, so your job costing is accurate and accounting knows exactly what to reimburse each employee.

Expenses

View project profitability by comparing Projected Cost to Actual Cost, as well as Final Sell to Actual Cost.  Project-specific reports can be emailed directly to management or any member of the team upon completion.  And recurring reports can be set up to inform any party of their projects or the company as a whole.

Project Profitability

Use IQ's built-in reporting engine to craft reports that react to any system data or your own custom fields.  Reports can be saved, shared, used to run Custom Dashboards, or one-time prints.  And can be automated to facilitate the distribution of recurring reports.

Ad-Hoc Reporting

The IQ Library Sync automatically maintains select record types in the IQ Database by syncing with information in IQ's Master Library database.  The IQ Library Sync will add/update/delete records, keeping those records in sync with future changes to the IQ Master Library Database. 

IQ Library Sync

IQ Mobile provide a direct connection for mobile devices to connect to IQ.  Its functionality is intended primarily for Individual Schedule Viewing (Dispatch), Punch Clock Time Collection, Order Document Access, Daily Progress Reports, Expense Documentation, and Delivery Ticket Signoffs.

IQ Mobile