Who Is ProjX360? – ProjX360 is the Custom Integration Industries end-to-end SaaS management software solution.  We manage your projects from the sales process to creating proposals and management of the project (i.e. time tracking, scheduling, work orders, etc.) from the start through service, plus inventory management all within one software platform. Our mobile friendly interface allows all your employees easy access to our cloud-based software from anywhere, anytime and on any device.

Who is behind ProjX360? – Doug Greenwald Founder/CEO is a veteran integrator with 27 years of experience who still owns a successful integration company today in Scottsdale, AZ. Doug knew that the industry needed a cloud-based SaaS end-to-end management solution software, so who better to develop it than someone who has been in the industry for as long as he has, and that still operates a successful integration company today. With Doug’s years of experience and still running an integration company he knows what is needed to run it successfully. Over the years he has developed different processes to run his company and has taken those processes to build ProjX360 and share it with other integrators.

The importance of processes – Building business processes and workflows are what will separate you from the other companies. Having business processes will allow you to be more proactive instead of reactive. This in turn allows you to increase your efficiently which increases your bottom line and elevates the unneeded stress for you and your team.

• ProjX360 Workflow and Demo
  • Sales CRM
    • Entering new leads/clients
    • Creating Activities for salespeople
    • Creating a Deal/Opportunity
    • Creating a proposal from the deal
  • Creating a Proposal
    • Setting up a Proposal
    • Building the Proposal
    • Generating the Proposal for the client
    • Electronic signatures on the Proposal
    • Creating a Project from the Proposal
  • Creating the Project and Managing the Project
    • Project Dashboard
    • Pushing Product to the Product Request Page
    • Custom Checklists
    • Custom Forms
    • Installed products for the Project
  • Creating Work Orders
    • Project and Service Work Orders
    • Time Tracking in a Work Order
    • Scheduling a Work Order
    • Adding tasks to a Work Order
    • Adding line item notes and attachments
    • Creating a service repair ticket from the Work Order
    • Creating an invoice from a Work Order
    • Electronic signature
  • Creating Invoices
    • Adding time from the Work Order
    • Adding line items
    • Electronic signature
    • QuickBooks integration
  • Scheduling
    • Employee utilization
    • Unscheduled Work Orders
    • Schedule views
    • Scheduling Work Orders
    • Advanced filters
  • Time Tracking
    • Entering time
    • Currently clocked in view
  • Service
    • Filtering service projects between in and out of warranty
    • Service Work Orders
  • Inventory Management
    • Creating multiple warehouses
    • Warehouse dashboard
    • Barcode scanning
    • Allocating Product to Projects
    • Creating Purchase Orders
    • Transferring product between warehouses
    • Delivering product
    • Product On-Hand Report
    • Product Aging Report
  • Reporting
    • Building custom reports
    • Building custom charts
• Q&A

Speaker:

Doug Greenwald, Founder/CEO, ProjX360

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