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.
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
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 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.)
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
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
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