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.
VIDEO DEMO of Create New Project and Add Contacts, click here.
Or follow the screenshots below.
Create New Project
Select Create New … Project from top menu.
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Qfactor can help you find all OPEN projects for a customer. Qfactor can also quickly find every proposal, project, or archived for a customer, all at once.
VIDEO DEMO of Find Projects for a Customer, click here.
Or follow the screenshots below.
Find Open Projects
Select Projects from top menu or View Projects from the Dashboard.
Use the Search box and type any part of your Customer’s name.
The view will show OPEN projects for that customer.
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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.
VIDEO DEMO of Autocomplete Addresses, click here.
Or follow the screenshots below
This ensures that valid addresses are entered. In addition, it provides the latitude and longitude coordinates which help pinpoint the project ...
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