Project Management

A complete solution from start to finish.

Our project management module provides seamless management from the start (order intake or winning quote) to the end of the project (satisfaction follow-up), including invoicing (payment intake and follow-up) and automated renewals.

Some types of projects require the client to provide specific documents or information. With Qano, a request will be automatically sent to the client in order to finalize the file and this information will be added to the client file as it is received.

This module is available and ready to use in the following applications: Qano PRO, Qano SER

Features

All our processes are entirely tailored to your needs, here are some functions that we could adapt to your operations:

General Features

- Structure adapted to your company

(types, statuses, reports, processes, departments, products, services, etc.)

- Customized automation

- Collaboration between your team and the customer

- Project assignment

- A clear picture of projects

- Triggering of customized actions

(e.g. dispatch notification with tracking number, change in project status or state, deadlines, etc.)

- Service recurrence

(frequency, period)

- Automated renewals

- Real-time notification

- Approval of proofs/documents

- E-mail and SMS communication with customers

Collaboration

- Sharing notes and files

- Integration with Google Drive

- Integration with Google Docs

Customer Files

- Automated reminders and recurring requests

- Personalized links to a form associated with the customer file

- The customer file is updated as soon as information is submitted by the customer

- Information available in real-time

Activity Management

- Manual or automated assignment of tasks

- Appointment management with automated emails

- Automated creation of "Google Meet" links

- Reminders

- Daily review

CRM

- Complete history

(quotes, orders, invoices, payments, satisfaction)

- Logs of automated actions

(approval, language change, status change, emails, reminders sent, receipt of payments)

- Terms and credit limit

- Customer language

(all communications and documents will be sent in the customer's language)

- Labels

(e.g. bad payer)

- Customer account status

(prospect, pending, closed)

- Location on Google map

- Customized fields

- Mandatory fields

Timer

- Timer

(billable and non-billable time)

- Several types associated with an hourly rate

(allows you to know your human resources costs per project)

- Automated timesheets

(Cumulative by type for each project)

Expenses

- Project-related expenses based on the costs of items purchased

- Cumulative expenses for each project

Invoicing

- Receiving payments online

(very simple form for the customer with pre-filled fields)

- Receive payments in-store

- Management of your accounts receivable

- Automated reminders

- Synchronization with accounting software

- Project deposits

- Manual payment request

- Automated account statements

- Recurring invoicing

Customer satisfaction

- Satisfaction vote

- Incentive to leave a positive review on Google

- Satisfaction survey

- Automation based on results

Document Generation

- Order forms

- Work/production orders

- Shipping labels

- Invoices

- Job reports

- Reports

Automated Printing

- Automatic printing of documents generated on designated printers according to various criteria

Dispatch

- Several views are available for allocating tasks to your technicians and employees according to the workload for the day, the technician or the hire serviced. Your projects can be displayed in lists with several quick filters or on a map.

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