How to Change Job Management Software
Making the move to QicWorks may seem like a huge scary undertaking, full of complicated processes and requirements, but nothing could be further from the truth.
Whether you have outgrown spreadsheets, are finding that operating across multiple systems is no longer profitable or quiet simply are moving to a job management platform for the first time, we have a number of onboarding options so you can migrate your data - your way.
We know that every business is different and that the key to a successful account set up all about;
- having key personnel skills and business knowledge up to date,
- having clean data to migrate, and
- having the time and funds available.
That is why we offer fully flexible onboarding options.
Implementation Partners – We are proud to say that our Implementation Partners come from a diverse range of professional backgrounds. From bookkeepers and accounting professionals to business advisors, cloud software providers and building and construction industry leaders. Our network is bound to have the right expert you are looking for to help you with your QicWorks journey.
API integration – QicWorks uses the latest smart technologies to link your QicWorks account with other leading software providers. Our secure direct API integrations, flat files or data transfer via other integration partners (such as Zapier) mean that you do not have to manually transfer your data to QicWorks, instead we can pull it across in an instance.
DIY Setup Wizard & QicWorks Knowledge Base – If your data is currently stored on spreadsheets or across a number of software applications then perhaps our DIY Setup Wizard is for you.
So, you have match the right onboarding solution, scheduled the implementation projects timeframe and set a side some funds within your budget – now what?
Where do I start?
We recommend you create an account and have a look around our sandbox environment. This will help you gauge if QicWorks is exactly what you are looking for. Can’t find what you are looking for. Simply reach out to us with a time and date that suits you and we will gladly provide you with a personal demonstration.
As you get to know the team at QicWorks, you will soon realise that were all passionate about creating a Simple, Flexible and Streamlined platform. One that does not require you to change how you do business.
You will also be pleasantly surprised at just how many of your existing practices, processes and templates QicWorks can enhance. You already have an estimate breakdown that you have been successfully using, so why not use this as the basis to your Work Breakdown Structure in QicWorks.
What data do I need to set up my account?
If you are an existing customer of Xero, MYOB or Quickbooks a lot of your existing data can be pulled via a secure direct API integration to set up your account. QicWorks has the ability to import your active Chart of Accounts, Staff details, Tax Codes, Pay Categories, Tracking Categories in an instance.
Before you start importing your data, we do recommend that you give it a bit of cleanse first. For some really handy data cleansing tips check our blog: 3 Tips for Easy Data Migration
If you are short on time or unsure as to what information you will need, feel free to reach out to one of our implementation partners for guidance. This service does come at a cost which is determined by each of our partners.
I think I can do it myself but if I get stuck where can I go?
QicWorks offers a DIY solution using our Setup Wizard. Simply download our excel templates, populate with your data, and import back into QicWorks for instant setup.
Access our knowledge base consisting of reference guides, videos and entry to our community forum and ticket support system for that extra little bit of help you may need.
Regardless of whether you use an implementation partner or our DIY option you will need to setup your Resources Classifications first.
As you can see onboarding to QicWorks has never been easier or more flexible. You can even mix and match the above options.
If you have any questions or have identified a better way to do something, please reach out to the QicWorks Team, as your feedback drives us to continually improve our platform.
Welcome to QicWorks! It is great to have you as part of our QicWorks Community.
QicWorks is a business management solution that has been designed to manage complex rate structures, across multiple entities and worksites, all from the one account. QicWorks provides accurate real time field data giving you the confidence to make the right decisions. Contact us today to see how QicWorks can transform how you do business.
The information contained within this blog is of a general nature only. It does not take your specific needs or circumstances into consideration. You should look at your own situation and legislative requirements before making any decisions