Can I have someone from CleverQ™ Software set up a dashboard for my company?
Yes, CleverQ installation, connecting to your QuickBooks company file, and a demo is included. Training, best practices and Quick Books is available as well if needed. Our Support team and business experts have had first hand experience in business, analysis, and business consulting.
How long does it take to set up the CleverQ™ Software?
Initial setup takes about 20 minutes to see your company dashboards. Generally, each additional gauge you set up in the dashboard will take about 15 minutes to set up depending on the complexity of the formula and data sources for the indicator. Many of the gauges are already set up in the sample file that comes with the software. You may choose to use the sample file as a good starting point and then add additional indicators specific to your business
Does Quick Books need to be open for the CleverQ™ Software to update?
No, the CleverQ™ Software can be scheduled to automatically update data from your Quick Books file without Quick Books being open or attended. If the software is installed on a terminal services server, a session simply needs to be open for the automatic update to proceed.
What are the first steps to getting started?
•Choose an administrator to head up your project
•Request a Demo from the CleverQ website
•Purchase the software
•Contact CleverQ Support for free help with installation and connecting to your company file
•Decide if you would like to purchase a support package to get you project jump started. - We are there for you.