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Solutions for Q360 ERP

Custom live data reports, workflows, integrations and more with one of our favorite ERPs / PSAs for the integration industry - Q360.
September 1, 2019 by
Solutions for Q360 ERP
Rubi Works LLC, Luka Bajic

Q360 is our favorite ERP for the integration industry. Here's what we build on top of it.

Solutions360's Q360 is one of the sharpest tools for AV integrators, security installers, and systems consultants we've worked with. It handles projects, quoting, inventory, service tickets, and accounting in one coherent model. We've been running and extending Q360 deployments for years — our founders were Q360 admins, developers, and integrator operators before Rubi existed.

So we know the parts Q360 does brilliantly, and the parts where integrators still end up doing manual work. This post is about the second category — the place where Rubi's Q360 practice lives.

Our Q360 origin story

Rubi's founders were Q360 admins and operators running integration businesses before we started consulting. Every solution we built for Q360 was first built for our own use. We know the edges of the platform — and more importantly, we know which architectural boundaries are by design and which gaps benefit from extended functionality.

The Rubi-Q360 practice at a glance.

Q360 is an excellent foundation. Everything we build bolts onto it — we never rip out what works.
Rubi Works — Q360 practice
graph TD Q360((Q360 ERP)) --> INT[Integrations] Q360 --> REP[Reports & BI] Q360 --> WF[Workflow Customization] Q360 --> DM[Data Migration] INT --> P1[Rubi Pay - Portal + Links] INT --> P2[Pricelist management] INT --> P3[HubSpot / Wrike / Asana / Teamwork Desk] INT --> P4[Rubi Space SMS reminders] INT --> P5[SharePoint doc integration] REP --> R1[Custom SSRS / FRX reports] REP --> R2[Power BI dashboards] REP --> R3[Q360 Dashboards] WF --> W1[Accounting automation] WF --> W2[Purchase order workflows] WF --> W3[Project milestones] WF --> W4[Sales pipeline] DM --> M1[Acquisition consolidation] DM --> M2[Q360 upgrades] DM --> M3[Legacy ERP to Q360]
Fig 01 · Rubi's Q360 service surface

Integrations.

Customer payment portal Rubi Pay for Q360 — two editions (Portal + Links) for AR automation, online payments, and self-service invoice access.
Pricelist management Ingesting supplier pricelists, keeping Q360's product master in sync, handling cost + margin updates. See our Pricelist Management solution.
CRM & marketing HubSpot integration — sales pipeline, marketing automation, and customer data flowing between HubSpot and Q360. Contacts and deals stay aligned without double entry.
Project management Q360 to Wrike, Asana, HubSpot Projects, Teamwork — task sync for teams that use a dedicated PM tool alongside Q360's project module.
Support desk Zendesk, FreshDesk, Teamwork Desk — service tickets flowing between Q360 and the support platform of your choice so customer conversations stay in one place.
Visit reminders Rubi Space — SMS, email, and calendar reminders for client-site visits, technician dispatches, and scheduled service work pulled from Q360's scheduler.
Document management SharePoint integration — customer documents, project files, and service records automatically archived to the right SharePoint folder based on Q360 metadata.
Database cleanup Product master cleanup, duplicate consolidation, historical data archiving — a surprisingly common need for shops with 10+ years of Q360 history.

Reports & Dashboards.

  • Custom SSRS / FRx reports — quotes, invoices, purchase orders, sales orders, and project reports tailored to how your team actually presents information to customers and internal stakeholders. We write the ones the vendor templates don't cover.
  • Live KPI dashboards — Q360 Dashboards for the people who live in Q360, or Power BI for executives and finance teams who want cross-source reporting. We wire the data pipeline on both sides.
  • Operational reporting — labor vs budget, project margin, AR aging, inventory turns, sales velocity — the standard KPIs every AV shop cares about, delivered in a format the CFO will actually read.

Workflow customization.

Q360 is powerful but not infinitely flexible out of the box. We write workflow customizations for shops that need something beyond the standard behavior:

  • Accounting automation — auto-approval rules for invoices under a threshold, multi-entity postings, journal entry templates
  • Purchase order workflows — approval routing, vendor selection rules, automated PO creation from projects
  • Project milestones — automated billing triggers, customer notifications, change-order workflows
  • Sales pipeline — custom stage gates, quote approval, commission calculation rules

Data migration.

On acquisitions + consolidations

If you're acquiring another integration shop or merging two Q360 databases, data migration is often the single biggest blocker. We've done multi-company consolidations, legacy ERP-to-Q360 migrations, and Q360 major-version upgrades. If data is holding up your strategy, let's talk.

Migration projects we typically take on:

  • Legacy ERP to Q360 — moving from an older platform (Great Plains, Microsoft Dynamics SL, etc.) with customers, history, inventory, and open transactions intact
  • Q360 major version upgrades — taking existing customers through a version jump with custom code, reports, and data-cleanup passes
  • M&A consolidations — merging two Q360 instances into one after an acquisition, reconciling customer duplicates, product masters, and financial history
  • Q360 to newer ERP — less common, but we've helped a few clients move OFF Q360 when their business outgrew it (typically to NetSuite or a customized Odoo deployment)

Frequently asked questions.

We're already live on Q360. Can you just add a few things?

Yes — that's most of what we do. Small-scope engagements (a new integration, a custom report set, a workflow tweak) are often 1-4 weeks. We don't force you into a massive re-platform just because we showed up.

Are you a Solutions360 partner?

We work alongside Solutions360 but we're an independent consultancy. That means we can advise clients honestly about where Q360 fits and where it doesn't, without a vendor's licensing incentives in the background.

Can you integrate Q360 with our custom tools?

Usually yes. Q360 exposes enough API surface to read and write most of what you need. If your custom tool has any form of API or database access, we can wire them together.

What about training our staff?

We do training as part of most engagements. The goal is that your team can maintain the integrations and reports we build without needing us for every change. Knowledge transfer is part of the deliverable.

Let's put this to work for your team.

Book a 30-minute call. We'll walk through your current stack and show you exactly how we'd approach your situation.