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 -…
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…
Setting Up Time Zone
To set up the Time Zone, go to "My Account" tab and click on "General/Set up". Scroll down and you will find the Time Zone screen in the "Miscellaneous" area as shown below. Click on the dropdown to choose your time zone.…
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…
Exclude Some Customers from Sales Tax
You can exclude the sales tax to your customers. Please look at top left of any customer profile screen. You'll see a "Non profit" option. Check the box and make sure to click "Update" at the bottom of the screen. That…
2 Ways to Convert a Customer’s Estimate to a Job
There are two ways to convert an Estimate to a job for customers. If you create an estimate as a customer you'll see a "Schedule" link to the right of the estimate. If you click on that a new window…
3 Ways to Convert a Prospect’s Estimate to a Job
There are three ways to convert a prospect's estimate to a job. The first way is to go into "Prospect Profile", go down to "Make 'em a customer area", bring down the above estimate, insert job date, and click "Make…
Make Single Payment for Multiple Invoices
Paying multiple invoices for a single customer is very easy. First, you need to go to "Invoices" tab and click "Search". Make sure to select "Unpaid Invoices" and type in last name on the search box and click "Search". All…
Scheduling A Recurring Job
Scheduling a recurring job starts in the customer profile screen. Go down to the scheduling area and schedule job as usual. At the bottom of the screen is the option to "Schedule Jobs as Recurring". Make sure to tick the…
Employee Pay in Profile Screen
You can manage your employee's pay in the "Employee Profile" screen. As you can see you have several options for the payment. It can be hourly, comission only, hourly & comission, hourly & salary, salary & comission and salary only.…