Welcome to our Update Center where we post information about new features, updates, and modifications that we do in The Customer Factor. We do updates constantly. As they say, “if you’re not constantly trying to improve, then you’re going backwards”. Since 2004 we’ve introduced hundreds of new features and have made countless modifications. And we plan on creating a slew of new features such as online booking, a customer portal, a map screen, route optimization, and much more. We have a white board in our office that is constantly being kept busy.
You’ll see categories on the right along with recent posts, so click around, enjoy, and check back frequently. This is the place to visit if you need more information or just want to review more about what The Customer Factor has to offer.
Best Regards,
Steve Wright
The Customer Factor
Now available in http://www.thecustomerfactor.com is the capability to print work orders directly from the daily calendar (click "Daily" under the "Monthly" navigation tab or click the date on the monthly calendar to access daily calendar). Here's a screenshot: So to…
Whew...the title above is a mouthful. :) Basically what it boils down to is that if you're adding a prospect or customer into http://www.thecustomerfactor.com and that prospect or customer has a separate/additional job location which is not their main address,…
In http://www.thecustomerfactor.com you can now do an income forecast report search by employee or crew. Here's a screenshot: By default the "all" option is selected, but if you click on the "By Employee/Crew" option, all your employees and…
Thanks to user feedback, you can now search for any address that a customer may have, whether it's their main address or a job location address. Of course many times they're the same, but we do have quite a few…
We just released a way for members of http://www.thecustomerfactor.com to easily handle invoice overpayments and/or customer credits. I'll start off with a screenshot to a payment window which is what opens up when clicking the payment status link for a…
We now have available in http://www.thecustomerfactor.com more calendar views. Please look in the calendar view area at left of monthly or weekly calendar at the bottom. You might find these specific calendar views beneficial when scheduling an appointment from the…
When logged into your http://www.thecustomerfactor.com account, you can now search to see how many customers were scheduled in a particular period. It has nothing to do with what date the customer appt. may have been scheduled for. That's irrelevant when…
When visiting your monthly calendar while logged into The Customer Factor you'll now see a monthly job total at top left and also at bottom right. This is the total amount of all the jobs you have scheduled that month.…
Here at http://www.thecustomerfactor.com we're always introducing new report searches based on user feedback and some of the ones we introduced recently involve the ability to search for sales based on the customer recurring period/frequency period and also the ability to search…
You can now archive employees in The Customer Factor! So assuming you have at least one employee in your account you'll see something like this on the "manage employee" screen (click "manage" under "Employees" tab): All you have to do…
