Articles

Author Archives: Skyler

Q7 TIPS & TRICKS – A BIRD’S EYE VIEW…

It’s been requested and we delivered. This month’s highlight is for anyone who hasn’t heard about the Master Profile Editor yet, and how it can improve your experience with profile details of all kinds.
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Q7 TIPS & TRICKS – EXTRA BOOKING REFERENCES

We hope everyone’s summer is starting off right! Let’s talk about references. Have you ever needed more reference numbers on your invoice than you’re able to enter in the User Defined Fields?
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If you’re …

Q7 TIPS & TRICKS – HAVE YOU TRIED TO RIGHT-CLICK?

Q7 is packed with features. There are many buttons, clicks, and drop down menus to get to know. This month, let’s review some not-so-obvious right-click features.
Open pay window and import pay profile
Right-clicking on the Pay window in the …

Q7 TIPS & TRICKS – STAFF PICKS

We hope everyone is off to a good start in 2022! This month features miscellaneous tips selected by our support team.
Quickly Pull Up the Main Menu
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You’ve opened several Q7 program windows and need …

Q7 TIPS & TRICKS – DISPATCH BOARD SECRETS – PART II

The Q7 Dispatch Board is packed with features. We reviewed some of them in May 2020. This month, let’s take a look at a few more.
Using the Filter Tool
Q7’s filter tool can be found throughout, but it’s especially …

Q7 TIPS & TRICKS – EXPORTING REPORTS

One of the more powerful features in Q7 is the ability to customize and export your reports. Most reports in Q7 are able to be exported to Excel, PDF, and more. This month let’s go over the steps to export …

Q7 TIPS & TRICKS – KEEPING YOUR BOOKS CLEAN

Whether you’re a professional accountant, a business owner or an office clerk, Q7 is built with you in mind. It is designed with plenty of reporting options to ensure that your accounting corner is kept tidy and cleared of clutter, …

Q7 TIPS & TRICKS – MANAGE DOCUMENTS ACROSS Q7

If you have Document Management, you’re probably scanning or importing files into Q7. The most common area that Document Management is utilized is Orders, where you can attach load supporting paperwork for invoicing purposes.
Did you know that there are …

3 EASY STEPS TO BOOK A LOAD TENDER WITH Q7

Book a load in these 3 easy steps.
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Start by adding the billable party and any main identifying reference numbers, such as the bill of lading number.

Next, add the pickup and drop details, …

Q7 TIPS & TRICKS – BOOKING & TRIP NAVIGATION

Bookings and Trips make up a large portion of Q7 daily workflow. They are two different records, but they are heavily connected. Knowing how to move between the two records can improve your workflow speed. This is true if you …