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 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
Did you know … Qfactor shows you projects without a Project Manager assigned? Watch this VIDEO DEMO of “Projects without a Project Manager” (Or follow the screenshots and bullet point steps listed below). Select Projects from top menu. Filter by Project Manager. All blanks in the Project
There is nothing more stressful than eking through payroll with fingers crossed, hoping you have enough cash on hand. Of course, businesses sometimes need to operate close to or even in the red, especially during periods of rapid growth, or long-term projects with milestone or progress payments. It’s not sustainable in the long run
Although estimates are a staple of any solid proposal, they can be the source of numerous headaches. Depending on the scope of the project, preparing potential costs can be tedious and time-consuming. Furthermore, if your initial estimates prove to be inaccurate, a previously professional relationship with a client might turn sour. Yet, with the
In my last blog post, I provided an overall view of the elements of a proposal and how having a clear, accurate proposal can guard against scope creep. Now, I am going to zoom in on crafting individual parts of the proposal. In this post I will focus on the scope of services portion
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