It’s a big decision to commit to growing your business and one that involves careful planning. You need to set specific growth targets, seek out financing, and expand your team’s skill set. At some point, it will feel like there aren’t enough hours in the day. That’s because there aren’t! To gain back precious
Qfactor can help you find all OPEN projects for a customer. Qfactor can also help you quickly locate every proposal or project you've archived for a customer — all at once. Watch this video of “Find Projects for a Customer” (Or follow the screenshots and bullet point steps below.)
Qfactor utilizes Google Map addresses so that when you begin typing in any Address box, the address begins to autocomplete. You’ll see a list appear and you can select from the list. Watch the VIDEO DEMO of “Autocomplete Addresses” (Or follow the screenshots and instruction notes below).
Qfactor provides customer information showing if projects are invoiced, paid or with a balance due. First, find all projects with status "Project - Invoiced". Next, filter by Customer Balance Due to find any with a balance due. If a balance due is zero, then the Customer has paid. Watch the VIDEO DEMO of Invoiced, Paid,
Qfactor provides a multitude of options for searching and finding. The simplest and most all-encompassing way is SEARCH ALL. As the name implies, it will search all proposals, projects, and archived. Watch the VIDEO DEMO of “Search All” below (Or follow the screenshots and bullet points below.)
Qfactor provides flexibility in viewing your data with filters and search boxes. Watch this VIDEO DEMO of Filters and Search Boxes, (Or follow the screenshots and instructions listed below). FILTERS Did you know … any column with the up/down arrow means it can be sorted? These appear on
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