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QTrades Features List

  • MemberEdit Module

    Member Profile
    - Contains Full name & addressing information about the Member
    - Indicators for Unemployed List
    - Detailed Apprentice information
    - Detailed Revenue, Dispatch and Remittance history, including sign-in history
    - Personalized notes, including "Reminder" notes for each member
    - Document unlimited number of contacts for each Member, including family, doctor, emergency, etc.
    - Record all alternate addresses & phone numbers for each member
    - Maintain a documented list of received certificates, and Apprentice activity
    - Full Audit Trail and Activity Log to monitor additions or changes to Member information
    - Categorize your Members
    - Record call incoming and outgoing calls - Record Drug & Alcohol testing results

    Contractor Profile
    - Contains full contact information for each Contractor
    - Contains Email, Website and customized dispatch information
    - Record Business Reps and assign unlimited categories to the contractor
    - Full Remittanace and Dispatch history
    - Add unlimited Jobs and agreements
    - Maintain list of Contractor's staff & contact information
    - Document all phone numbers associated with the contractor
    - Full audit history to track profile changes and additions

    Other Features
    - Simple or complex filtering system
    - Document all Apprentice Training
    - Send individual or mass email to both Members or Contractors
    - Full featured Mail Merge program for easy communication
    - Dozens of reports that can be exported in several formats
    - Business Agents can receive information via SMS Messaging
    - Members can sign-in or recieve account info via SMS Messaging

  • Revenue Module

    - Work with Pre-Authorized Payments
    - Manage Pensioner Payments
    - Generate and Reprint Receipts for all dues payments
    - Import Contractor Dues
    - Modify or Refund Member Dues
    - Generate customized revenue letters
    - Set up and work with Membership Types
    - Process Year end Dues
    - Set up Other Fee types
    - Work with Suspension Lists
    - Export details to several popular Accounting Programs
    - Dozens of reports that can be exported in several formats

  • Remittances

    - Process & Post Remittance Batches
    - Import Contractor Remittances
    - Configure and modify Agreements
    - Create templates for common Remittances
    - Work with Agreement Fund details
    - Batch import allows you to quickly add unlimited remittances
    - Export Remittance info to many popular accounting programs
    - Reprint Payment Batches
    - Nil Reports
    - Dozens of reports that can be exported in several formats

  • Dispatch & Sign-In

    - Full-featured Unemployed List
    - Automatically email or fax dispatch information
    - Establish wage rates per job or per member
    - Automated Sign-in Process
    - Members can sign-in three different ways: SMS, phone, or online
    - Establish job requirements
    - Track all calls: Sign-in, Post-in, and others.
    - Extensive filtering options provides info you need
    - Manage unlimited number of sites & generate maps/directions for members
    - Generate Maps or Directions based on site addresses
    - Dozens of reports that can be exported in several formats

  • Utility Module

    - Add unlimited login ID's
    - Extensive security permissions - grant access to specific areas for specific users
    - Configure hundreds of codes
    - Establish sign-in rules based on time/day of week
    - Configure statutory holidays
    - Create user defined fields
    - Link software to standard bank accounts
    - Associate revenue details with select Accounting programs
    - Configurable Benefits Administration
    - Establish dispatch policies
    - Configure Unemployed Register lists
    - Fully customizable Audit options - track changes based on your needs
    - Export data and audit changes for review in 3rd party software

  • Benefits Administration Module

    - Set up as many different funds as necessary to track by Members
    - Every fund can be built up based on Remittance Module Processing or manual direct entry
    - Ste up multiple banks to draw funds from when issuing cheques
    - Cheques can be issued to the member or group cheques to cover several members' fees to an institution of your choice
    - Links with AccPac and Simply Accounting
    - Dozens of reports that can be exported in several formats

  • Extra Features

    - Full Backup/Restore functionality
    - Designed for use over Local Area Network
    - Full-featured Mail Merge program with hundreds of merge codes
    - Full Training and on-going support provided
    - Thorough and up-to-date user Guide and Training videos
    - Regular software updates, including user-suggested enhancements
    - Customized reports or features specifically for your Local
    - Unlimited user can be logged in at any time