Think Quadra Newsletter – Q2 2024
The purpose of this newsletter is to inform our customers about ongoing product improvements, enhancement roadmap updates and product information.
Quadra Website Update
Have you visited us at www.thinkquadra.com?
We’ve updated the website with new and updated content. Check out our blog for the latest Quadra news and read our customer stories to see how others are making the most of their Quadra solution. Interested in being featured in our customer stories section? Drop us a line at quadrasupport@erthcorp.com.
Product Enhancements – Have Your Say in Our Product Roadmap
At Quadra, we believe that our customers, as frontline users of our product, possess unparalleled insights into what truly matters in their daily operations. That’s why we’ve launched a collaborative online platform dedicated to gathering and prioritizing customer feedback for future product enhancements.
Leveraging Monday.com, Quadra customers have a direct channel to influence the future development of a product that their business relies on. Through this user-friendly online platform, Quadra customers can easily view, propose, and vote on desired product enhancements, shaping the roadmap for upcoming releases.
Here’s how it works:
- View, Add, and Vote: Users now have the ability to explore existing enhancement requests, submit their own ideas, and vote on features they believe will enhance their overall experience with Quadra.
- Product Roadmap Tracking: Quadra’s development team will track and display its product roadmap, giving customers visibility into planned product enhancements and updates.
- User-Driven Prioritization: Quadra will utilize the insights gained from the collaborative platform to prioritize and implement the most requested features in future product releases.
- Open Dialogue: The platform provides a forum for users to engage in conversations with like-minded Quadra users and our dedicated support team.
Since launching our online collaboration platform in January, some of the suggested enhancements are already in development. Check the site regularly to see the status of your ideas and see what ideas are receiving votes.
Customer input will play a pivotal role in determining the direction of Quadra, ensuring that it continues to meet and exceed the expectations of its diverse user base. Whether you’re a seasoned Quadra user or a rookie, your input can help shape the future of our product.
Are you an active Quadra user and interested in joining the discussion? Contact us at quadrasupport@erthcorp.com.
New Integrations
Quadra now integrates with Business Central and we have other new ERP integrations in the works. So, even if you change ERP solutions, you can continue to take advantage of Quadra’s powerful estimating and quoting solutions.
Is Your Organization Taking Advantage of the Latest Features in Quadra?
Quadra Version 6.0.6 and Mobile Version M7.4 Are Now Available
Some of the highlights of the most recent releases include:
- New ‘About’ Menu in the Help section provides version details, modules installed and license information to all users.
- Project Management Enhancements:
- New Auto Assign feature in the Project Management module which will allow you to automatically assign either the Job Estimator or Project Manager to a task(s).
- When adding an email alert, email addresses now have auto-complete functionality
- Assembly Improvements:
- Multiple files including PDFs can now be attached to assemblies
- A new feature allows users to import assemblies via a .csv file template.
- Items and assembly items can now be configured with more than one default cost code
- Improved User Handling:
- Idle Users – free up user licenses by automatically logging out users who have been idle for a set time.
- Users are now locked out for 5 minutes after 3 failed login attempts (configurable)
- Enhanced search functionality – users can now search for jobs by location
- Tax Schedule can now be configured to be an optional field on job templates
- Service Contract enhancements to the equipment summary tab to display summarized hours including the ability to edit by total and by month
- Additional flexibility for custom fields to define the data type, including the ability to add auto-complete dropdown fields generated from custom queries and use these in custom quotes.
For those of you using our Service Call product, the latest mobile release includes the following new functionality:
- Ability to hide the ‘Notify by Email’ button for users who do not have permission to email customers.
- Configure Default Call Types and Problem Types to simplify the process for creating service calls in Quadra.
- The Recommendations Region will now default automatically when adding labor and assemblies
- Configure the dashboard the way you want. New functionality allows for a customizable dashboard
- Email Technicians when internal approval is processed on their quote.
- Email alerts can now use custom queries in both the subject and email body for greater flexibility.
- Quote questions can now be configured to include ‘drop down’ style questions.
Contact us today at quadrasupport@erthcorp.com to schedule your upgrade and begin taking advantage of these new features.
Need a Refresher Training? Looking for a New Report?
Professional Services Bundles
Are you looking for some refresher training for new Quadra users or perhaps you’re unsure how to configure some of the latest features? Is there a report you’ve always wanted to get more information out of your Quadra environment? Upgrading your GP environment and need our assistance with the Quadra integration?
We offer Professional Services bundles at a reduced rate. These hours never expire and can be used for training, development, consulting or configuration. We offer 1, 3, 5 or 10 day bundles to meet your needs. Contact us at quadrasupport@erthcorp.com for a quote.
