Account Settings
Proposal Estimate Values
We've changed the way you enter proposal min/max values from entering values in two data fields to integrating with Qfactor's estimating tool. Check out the video: https://youtu.be/4BrmFKHhNAQ
Change of Status Notifications
Notifications are customizable based on Project Statues and Roles. You can set rules so when a status is changed, project contacts, company Qfactor users only, with designated roles will be notified via email of the change. For example, when a ...
Link Company Users to Project Contacts
This feature works in conjunction with Project Notifications. Each company User can be linked to a Contact in Qfactor. Click here to learn how to add Users Click here to learn how to add Contacts Once you have the User and their Contact added to ...
Project Notes
Project notes provide a way for the team to communicate about specific projects. You can note when the customer calls in to request information; when there are changes to the project; anything you may need to remember or let anyone else touching on ...
Quickbooks Desktop - Initial Connection and Data Sync
Initial Connection and Data Sync If this is your first time connecting your Quickbooks file to Qfactor, welcome aboard. If you are here to reconnect your file, thank for your patronage, the steps are the same except you have to remove the existing ...
Quickbooks Desktop - Updating Permissions
Updating Permissions in Quickbooks Desktop There are two ways to update permissions between Qfactor and Quickbooks Desktop file. If you are using Quickbooks Online, click here for instructions. You must have admin login to Quickbooks to and be in ...
Logout
Logout of Qfactor
Statuses
Edit and add proposal and project statuses
Document Sources
Create and edit names of sources of documents.
Document Categories
Create and edit categories for documents uploaded to projects. These are like the directories you would create to store documents on your hard drive.
Attachment Uploads
Upload global attachments for Proposal Builder
Section Templates
Create and manage Section Templates for Proposal Builder
Service Templates
Create and manage Service Templates for Proposal Builder
Create and Manage Company Contacts
Company contacts is a Qfactor database of people associated to your projects; employees, customers, city and county planners, or any third-party involved in the successful completion of your projects. Contacts can be attached to projects and assigned ...
Users
Add, edit, and delete users.
Connections
Manage connections to third party software; Quickbooks, eBillity, and TSheets.
Settings (Permission Based)
Edit client settings