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
You can now email or print payment reminders to your customers here at http://www.thecustomerfactor.com the invoice search results screen which is the screen you land on after doing an invoice search, you'll see an "email payment reminder" button and a "print…
Here is another feature in http://www.thecustomerfactor.com that allows you to track your invoices from the moment they're created 'til the moment they're paid. Here's a screenshot: So this "history" area is located on the invoice search results screen which is…
This is just a quick post about how you can go about securing email addresses from your prospects and customers so that you can take full advantage of our recently released email feature. Some times folks may not be so…
With our recently introduced email feature, we wanted to provide you a few tips so that you can get the most benefit from it. I provided a few ideas in an earlier post, but let's look at 'em closer. We…
We're really excited about this new feature that was just released this morning and we're sure you will be too. Please spend a few minutes reading this update so that you can get familiar with the feature. I've included screenshots…
Today we introduced google maps into https://www.thecustomerfactor.com So you can now retrieve and print directions for any specific prospect or customer. You can also print directions for all your appointments in a single day with one click. Here's a screenshot showing…
You can now insert specific quantities and dollar amounts on an "each" basis here at https://www.thecustomerfactor.com This functionality has been placed in all estimate and job scheduling areas. And on all estimate and invoice screens you'll also see "qty" and "each" columns. Here's…
A couple of days ago we introduced the ability for you to print or email statements to customers. You've always had the ability to print statements for individual customers, but it just got a whole lot better! For starters, you…
Today we introduced a new "Callback Information" area to the prospect and customer callback screens. Here is a screenshot: Prior to today there wasn't any way to access a prospect or customer callback window except from the search results screen.…
Before this feature here at http://www.thecustomerfactor.com in order to create an invoice for a job, you first had to schedule the job. Then once the job was scheduled you were able to click a "create invoice" button to create an invoice…
