ProjX360 is the Custom Integration Industry's end-to-end SaaS Management Software Solution. ProjX360 was designed by veteran integrator Doug Greenwald (right), who has 27 years of experience in the Custom Integration Industry. He is the owner of Creative Sound and Integration in Scottsdale, AZ, and is an active member of HTA.
ProjX360 allows users to manage an entire project from start to finish. Users can track sales opportunities, create proposals, manage projects with time tracking, create work orders, and manage scheduling. Once projects are completed, service work orders and service repair tickets can be generated as needed. ProjX360 also has a complete inventory management system to track product by individual project. In addition, it features a custom reporting system.
PX360’s Sales CRM lets owners and salespeople create sales opportunities including multiple opportunities per client, see what is in their pipelines, and filter it by expected close date, giving them a view of upcoming potential revenue. Salespeople can create activities such as a follow-up email, follow up call, etc., and assign those activities' due dates for which they will receive an automated email titled “The Daily Rundown" that lists the activities that need to be completed that day. There is a Notes section that stamps who created the note and the date and time that note was created. In the opportunity, users can enter an estimated value and expected close date. There is also a place to upload any documents the salespeople collect during the sales process.
Once the salesperson meets with the client, they can then create a proposal for them. From the opportunity there is a Create Proposal button. Once the user selects it, it pushes all the client information into the Proposal section of the software. In the Proposal section, the users can create locations (i.e. kitchen, living room, family room, etc.) that are used on a regular basis, and then select which ones apply to that proposal. Systems can also be created and used as a filter inside the proposal. Users can also create templated Scopes of Work and Contracts. When building the proposal, users can add product from their local product database that they can create, or, if users have a subscription to Portal, they can bring product in from there and save it locally. There is capability to create system packages for the user's favorite 7.1 surround system or conference room that they might sell on a regular basis, allowing them not to have to rebuild it each time.
When setting up product, users can assign a labor phase and how long it takes to install so when they bring a product into the proposal it brings over the labor phase and hours. Accessories can be added to product, so users do not forget the little parts that go with that larger product to install it. When users are ready to generate the proposal for the customer, there are many settings to choose from in order design the proposal to look the way that works best for their needs. Then users can either download a PDF or use the email feature and email a link to the customer for them to electronically sign.
Once the proposal is approved, users can create a Project from the proposal. While creating the Project, users can select the assigned project manager, which will send a notification indicating that a new Project was created that they oversee. When creating the Project from the proposal, it will also ask users to push the proposal over, and it pushes the proposal to the Project and pushes the labor phases and hours from the proposal to the time tracking section so users can track time by what was budgeted vs. actual. A Project Details page is created where users can see if their labor is coming in on budget, work orders, schedule, custom checklists, custom forms, discussions, tasks, invoices, Google maps, and installed product for this Project.
In the project management section of the software, users have the capability of scheduling, time-tracking, creating work orders, and creating tasks. There is a work-order dashboard that project managers can use to create a work order for any employee or Project from that one location. Work orders can be scheduled for as many days necessary and as many technicians necessary, there is no limitation like there are in some other platforms. 
Once the Project is completed, users can update the status to In or Out of Warranty and move the Project into service. Here, users can create service work orders as needed for the entire life of this Project. When product needs to go in for repair, users can create service repair tickets and will have a log of all the product that has ever gone in for repair for the life of this Project.
With the inventory system in ProjX360, users can track product that needs to be ordered or allocated by Project. There is a Product Request page that list everything needed to be order or allocated by Project. Here, users can also see the quantity requested if it has been ordered and what is still needed. The inventory system has bar code scanning for receiving product and users can do cycle counts to update their inventory as needed.
ProjX360 has a custom reporting tool, which allows users to build a custom report for any section of the software. There is a chart building tool with which users can build many different types of charts. ProjX360 is a cloud-based platform that allows users and their teams to access it from any device, anywhere, and anytime. There are Apps for Apple and Android. 
To see a complete demonstration of the software, click on the link below. If you would like to schedule a one-on-one meeting with founder Doug Greenwald, please reach out by clicking the phone or email icons in the Contact Information section on the right-side margin of this page (or below if on a mobile device).
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