Proposal Builder is a premium feature of Qfactor for Land Surveyors created to help you at the front end of your business.
Writing and following up on proposals is critical to keeping business coming through the door and growing your company.
Word documents converted into pdf files are cumbersome to create and the information in them is at a dead-end, needing to be entered in other applications should it become an active project.

Proposals

Tired of Word docs?

  • Templated services based on Quickbooks billing
  • Spend more time on the content, not creating
  • A follow up call can close up to 20% more proposals

Proposals

How many open proposals are there?

  • How many have been written?
  • How much are they worth?
  • How many days have they been open?

Work Estimates

How did we do?

  • Estimate hours and labor type
  • Convert to project, estimates become tasks
  • Compare to actual time entered against project

A call comes in with a request for proposal from a prospective customer.

Effort goes into creating a proposal that meets the customer’s needs and provides a profit for your business. Many land surveyors close 30 – 40% of proposals, which means 60-70% don’t and the effort cost you money.

How do you create proposals?

If you’re like many businesses, proposals are created from templates in a word processing application like Microsoft Word or OneNote.

Gathering information from the customer about their needs, researching the underlying property, and estimating work effort and pricing can involve using multiple, disconnected applications that are challenging to manage with a single proposal, much worse if you’re writing 20-proposals per week and it involves more than one person.

Once the proposal is approved, ready to send to the customer, typically a .pdf is created, stored to a drive with the Word template, and emailed to the customer or printed and faxed. Once sent to the customer, how do you know when and with whom to follow up. Following up proactively can increase converting proposals to projects by up to 20%.

How do you track proposal sent to clients?

Reminders in one person’s Outlook calendar? Wait for them to call?

At any given time, do you know how many proposals are open and their summary value?

Do you know what percentage of proposals turn into projects? The product of summary-value and percentage-close-rate provides insight to how much work is coming down the pipeline. It can be argued knowing what’s in your pipeline is more important than knowing what’s in your AR. Without new projects, there is no AR to track.

Qfactor’s Proposal Builder will be available for beta testing at the end of March. If you’re an early adopter and would like help build a better mousetrap, please join our Beta Team.

Click the button to the left to sign up.


Create templates for services

Service Templates

  • Add description of service
  • Select default fee type
  • Add tasks and estimated hours

How will you show the fee?

Service Fee Type

  • Hourly Rates: Shows the list of tasks, estimated hours, and rates
  • Range: Min / Max Free Range
  • Fixed Fee: Show a single fee

Add tasks to service

Task List

  • Select tasks based on Quickbooks labor codes
  • Use Quickbooks billing rates
  • Add estimated hours
  • Qfactor takes care of the math

Create Templated Services

  • Copy & paste text from Word documents into Qfactor

  • Create as many services and variations as you want

  • Add tasks like 2-person field survey crew using Quickbooks labor codes and billing rates


Work Estimator

  • Select from Quickbooks service items to create tasks

  • Enter estimated hours, select Fee Type as range to get min-max

  • Add as many tasks as needed

  • Qfactor does the calculating and remembering for you

  • Use these estimates to compare to actuals