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
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 Proposal. Watch the VIDEO DEMO of Create New Proposal and Add Contacts (Or follow
Once a new proposal is created, and contacts added, the next step is to add services and generate a proposal document. These can be performed on the same tab under Proposals & Services. There's a lot of flexibility built in so that services can be added on the fly within a proposal document or
As promised, you've been sent a user invitation to Qfactor's demo site so you can 'kick the tires' before buying. Keep a look out for an email from '[email protected].' If you found this post and would like an invitation, email us to request one at [email protected]. Since this is a demo account, we've only
What is First Call Resolution? You’re headed out the door to visit a site for an estimate when the phone rings. The client on the other end is demanding the drawings for their parcel, but your brain is already half out of the door. You put down your maps and briefcase to shuffle through
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