Adding a job location details is easy here at http://www.thecustomerfactor.com for any customer who has an additional job location or multiple job locations. Let's start off like we always do with a screenshot: I'll show you a second screenshot below which…
We recently uploaded some new functionality http://www.thecustomerfactor.com for our Google Calendar Sync feature. The first change involves you being able to choose either a one way sync option or a two way sync option. Plus you can now transfer general…
We now have the advance/credit area in http://www.thecustomerfactor.com where you can now track the dates of advances or credits and print receipts. Each customer has an advance/credit area at the bottom of their profile screen as shown here: The above…
You can now assign multiple employees/crews to individual estimates and jobs when scheduling in http://www.thecustomerfactor.com Let's start off with a screenshot: The above is the scheduling area from within a customer profile screen. Please note the "+" links to the…
All new html editors have recently been introduced into the http://www.thecustomerfactor.com/ They are much more user friendly than the previous html editors and are fun to work with. We'll start off with a screenshot: The above is a screenshot showing…
There is a new email and print history area available now for each prospect and customer in http://www.thecustomerfactor.com We'll start off with a screenshot: Our email/letter history area used to only contain a history of general emails that have been…
Today in http://www.thecustomerfactor.com you can now edit frequency periods in multiple places instead of only in the job history area within a customer profile screen. Let's look at a job history area: To edit any frequency period you can click…
Here are the changes to http://www.thecustomerfactor.com that involves adding and editing tasks. First...if you didn't know you could add tasks to your calendars, you can. It's done in the "quick add" window which is located on many of the screens…
Let's take a peek at the monthly calendar in http://www.thecustomerfactor.com. We'll start with a screenshot: You'll notice that the last few days of August are displaying in September's calendar and you'll notice that the first few days of October are…
We've provided label printing in http://www.thecustomerfactor.com for awhile now, but we made some revisions so that you can now have "or current resident" display within the label if needed. This is required by the post office when doing any bulk…