Implementation Checklist

Implementation Checklist

Implementing new software is never easy, so we have created the following checklist to take the pain out of the experience.

We offer two different on boarding packages:

  1. Assisted Deployment: We provide you with the right tools and 8 hours of support, giving you the freedom and flexibility to self onboard
  2. Deepdive: You provide your data to us and the QicWorks Team will upload and then further assist you with 16 hours of personal support
Regardless of which deployment option you choose, we have compiled the following Implementation Checklist to keep you on track.

Implementation Checklist

Stage


Setup Requirement


PRE-WORK

Register for a QicWorks Account


PRE-WORK

Allocate a Project Champion and Implementation Team


PRE-WORK

Prepare Digitisation Project Plan


PRE-WORK

Collect, review and prepare data for bulk importing


ACCOUNT SETUP

Confirm organisation details; logo, timezone, currency etc


ACCOUNT SETUP

Set Payroll functions including week start day and pay rules


ACCOUNT SETUP

Connect QicWorks to your account software (if applicable)

For Xero connection see: Xero Connection
For MYOB connection see: MYOB Connection
For QuickBooks connection see: QuickBooks Connection

 ACCOUNT SETUP

Create Resource Classifications and Cost rates


ACCOUNT SETUP

Resource upload/match to classifications


ACCOUNT SETUP

Upload or enter Contacts (Supplier & Customer) details


ACCOUNT SETUP

Create Staff, assign Classifications, Payroll Categories and Permissions


ACCOUNT SETUP

Create Pricing Levels for Billing Rates


ACCOUNT SETUP

Enter Resource Allowances


ACCOUNT SETUP

Upload Materials


ACCOUNT SETUP

Create Job Template (if applicable)


ACCOUNT SETUP

Create Task Template (if applicable)


ACCOUNT SETUP

Create Jobs & Tasks for existing Work in Progress including Resource & Material allocation


ACCOUNT SETUP

Review and update Job Planner and Scheduler


 ACCOUNT SETUP

Upload or create Training documentation requirements (if applicable)


ACCOUNT SETUP

Assign Staff to Compliance requirements (if applicable)


ACCOUNT SETUP

Set Document numbering Prefixes and configure email collaboration


FORMATING

Customise your invoicing & quoting formats


FORMATING

Create your digital forms (if applicable)


TRAINING

Train Administration staff


TRAINING

Train field staff including setting up kiosk mode timeclocks (if applicable)



    • Related Articles

    • Setup Wizard

      Uploading your data into QicWorks is easy and super fast when you utilise our bulk upload templates found within our Setup Wizard. Simply download the relevant excel spreadsheet, populate it and import it into QicWorks using our Setup Wizard. Our ...

    • Account Settings

      Your Accounts Settings page allows Account Owners to determine or set how they would like to calculate and manage timekeeping, leave,  financial rounding and default payment terms and conditions. Account settings should be set upon account creation. ...

    • APP Action: Create Shift Report

      Capture real time information direct from the field using the QicWorks companion app Shift Reports. Track Job and Task progress and notes, mark off milestones and checklist reminders, capture images and GPS locations, material used and time spent all ...

    • Action: Create a Task Template

      Tasks are a great way to capture costs, with Task Templates being a mirror image of what you see when you create a new task. With the exception of assigning an Organisation to your Task template, you are free to add as little or as much data as you ...

    • Action: Create a Shift Report

      Shift reports can be created by either using the companion app or webserver. A copy of your completed Shift Report will appear within the Time entries page of the specified Job, as well as under Business>Time and Attendance. The Shift Report data is ...