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 'qfactor@bizwatt.com.' If you found this post and would like an invitation, email us to request one at fdyste@bizwatt.com. 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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