Qfactor Tip: Manage by Status

Statuses can be very powerful and a helpful tool in project management.  Qfactor provides a number of ways to manage by status including:  Status Chart, Proposals/Projects Views, and Search All.  Following are examples of each.  And at the end is a tip on how to quickly update a status. Watch the VIDEO DEMO of “Manage by

By |2022-09-05T18:51:54+00:00January 12th, 2020|Qfactor for Surveyors, Qfactor Tip, Uncategorized|Comments Off on Qfactor Tip: Manage by Status

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 |2022-09-05T18:42:16+00:00March 15th, 2019|Customer Service, Proposal Builder, Qfactor for Surveyors, Uncategorized|Comments Off on When (and How) to Include “Exclusions” in Proposals
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