Qfactor for Surveyors

Dread the Follow-up Call?

4 Tips to Make Follow-up Calls a Success You’ve done the parcel and title research, written the survey proposal, and submitted it. Time to sit back and wait  for a response. If they like it they’ll call you, right? Sadly, no. Even if you’ve written the perfect proposal for land surveying services, your work isn’t over.

By |2024-10-01T05:55:52+00:00September 20th, 2018|Customer Service, Marketing Tips, Qfactor for Surveyors, Software|Comments Off on Dread the Follow-up Call?

Your Proposal Was Accepted. Now What? (Easy Onboarding)

Congratulations on landing that big project! Now that it’s time for work to get underway, here are some steps you can take to ensure a good relationship with your client and manage the project smoothly. Onboard the Client Onboarding is the processes of welcoming a client into your business. On one level, it involves

By |2024-10-26T16:25:08+00:00August 16th, 2019|Business Growth, Customer Service, Productivity, Proposal Builder, Qfactor for Surveyors, Software|Comments Off on Your Proposal Was Accepted. Now What? (Easy Onboarding)

When (and How) to Include “Exclusions” in Proposals

In my last post, I described how to set clear expectations in the scope of services section of your proposal. Expectations can be further clarified in the “exclusions” portion, in which you describe to your client what you aren’t going to do. Sounds a little weird in a proposal, right? However, exclusions are just another

By |2024-09-25T07:19:38+00:00March 15th, 2019|Customer Service, Proposal Builder, Qfactor for Surveyors, Uncategorized|Comments Off on When (and How) to Include “Exclusions” in Proposals

Still Using Paper for Time Entry? Excel?

Is it Saturday? Are you once again trying to update payroll and projects? Would you like your Saturdays back? Time Tracking Made Simple Time entry mistakes cost businesses millions, especially in industries like land surveying that require tracking billable hours for multiple clients. If you are relying on paper time cards, Excel spreadsheets, or programs

By |2024-10-01T05:56:19+00:00November 13th, 2018|eBillity, Profitability, Qfactor for Surveyors, Quickbooks Time, Time Entry, Time Tracking, TSheets|Comments Off on Still Using Paper for Time Entry? Excel?

Elements of a Strong Proposal

Scope, Deliverables, and Profitability Have you ever completed a project only to have the client call you and ask why there aren’t stakes driven into the corners of their property. Weren’t they also supposed to get hard copies of those CAD drawings? Don’t they get to keep the photos you took with your drone?

By |2022-09-05T18:44:52+00:00January 14th, 2019|Business Growth, Customer Service, Marketing Tips, Proposal Builder, Qfactor for Surveyors|Comments Off on Elements of a Strong Proposal

Qfactor Video Tip: Find Projects for a Customer

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.)

By |2024-09-25T07:17:51+00:00July 8th, 2019|Productivity, Qfactor for Surveyors, Qfactor Tip, Software|Comments Off on Qfactor Video Tip: Find Projects for a Customer
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