Project Management

Optimize Your Project Management with Precision

We use unique methodologies to ensure a seamless and efficient project workflow from start to finish.

Designed to precisely match your company’s unique needs, this module is far from a one-size-fits-all solution. Instead, it integrates fully customized features tailored to your internal processes, ensuring optimized and effective project management. From task allocation and real-time reminders to billing and report generation, every module is adjusted to meet your specific requirements.

With Qano, benefit from a flexible, tailor-made solution, designed to evolve with the way you work.

Some projects require clients to provide specific documents or information. With Qano, an information request is automatically sent to the client to complete the file, and the received data is seamlessly added to their record as it comes in. (e.g., deposit, permits, certifications, documents)

Ce module est disponible et prêt à être utilisé dans les applications suivantes : Qano PRO, Qano SER

Fonctionnalités

Tous nos processus sont entièrement bâtis sur mesure selon vos besoins, voici quelques fonctionnalités que nous pourrions adapter à vos opérations

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

- Prospects

(Provides the ability to manage prospect contacts and add related prospecting projects.)

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.

Français