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.)
Statuses can be very powerful and a helpful tool in project management. Qfactor provides a number of ways to manage by status including: Status Chart, Proposals/Projects Views, and Search All. Following are examples of each. And at the end is a tip on how to quickly update a status. Watch the VIDEO DEMO of “Manage by
Qfactor allows you to create a new proposal or create a new project. This gives you the flexibility to utilize the proposal features or skip right to projects. Whatever way suits your business needs. This example will walk through Create New Project. Watch the VIDEO DEMO of Create New Project and Add Contacts (Or
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.)
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