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Multiple Employee and Crew Assignments

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…

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New Editors Now Available

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…

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Email and Print History

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…

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Frequency Period Editing

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…

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The Task Feature has a new look.

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…

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Monthly Calendar Revision

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…

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