Custom Statuses
Qfactor allows you to define statuses to match your business processes using terms your team already knows.
Project Stages
Qfactor has several status stages, allowing you to put statuses into buckets making project reporting easier.Proposal
Active
Ready for Invoicing
Invoiced
Archived - completed projects. May only have one status.
Lost - for proposals never converted to projects. Statuses can be “No Response”, “Lost to Competitor”, etc.
Project Statuses
You can add your own statuses under the appropriate stages. Proposal Stage could have “Research & Prep”, “Estimating”, and “Sent to Client” as statuses to show the pipeline of potential projects.
Map Placemarks
Qfactor allows you to add placemarks to project statuses to make them easy to identify on the embedded Google map of your company’s projects.
Drag To Reorder
Stages and statuses should follow a progression, sequence of events, from incoming call to paid invoice. Proposals come first, then Active projects, Invoiced, and Archived. As you create statuses within each stage, Qfactor lets you drag statuses to reorder them in the sequence of events.