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Scheduling A Job

It's easy to schedule a job in The Customer Factor. If the job is for an existing customer, simply search for the customer profile at the top in the global search field: Scroll down to scheduling area which says "Scheduling -…

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Customizing Invoice

To customize your invoices, please hover over the "Invoices" tab and click "Format" Or you can click here to visit the invoices format screen. Select the "Customize Invoice" option which opens up the customization area. You can select from one of…

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Notes Description

There are different kinds of notes that you can use in the software. General Notes: can be seen by you and subusers in the software (daily calendar) and in app although you can prevent subusers from seeing them. If you…

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