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
We rearranged and added a few new things to the daily calendar here at http://www.thecustomerfactor.com Let's start off with a screenshot of the daily calendar: 1. The job location has been moved to allow it to appear in it's entirety on…
Now you can insert any additional details here at https://www.thecustomerfactor.com that might need to be added for whatever job or estimate you're scheduling. This is available from anywhere in The Customer Factor that allows for scheduling. So for example, here is…
http://www.thecustomerfactor.com introduces the ability for you to mark multiple unpaid invoices paid all from within one window. You can still open up individual payment windows if you want to, but marking invoices as paid all at once should save you some good…
This morning we introduced some new functionality into The Customer Factor that provides you more flexibility when sending estimates or invoices to your prospects and customers via email. For starters, if you have not read about the recent email features,…
We just released a new feature here at www.thecustomerfactor.com that will allow you to send invoices to your customers via email (note: you can send estimates to your prospects and customers via email too, but that's discussed here). It's a self explanatory feature,…
We just released a new feature here at /www.thecustomerfactor.com that will allow you to send estimates to your prospects and customers via email (note: you can send invoices to your customers via email too, but that's discussed in another post). It's…
We have just uploaded new functionality to The Customer Factor that allows you to schedule appts. directly from the calendar screens from within a "quick add" window. You've always been able to schedule "personal appts." and "tasks" from within this…
If you run your business in multiple Cities and or multiple States, you can now narrow your sales report searches and your profit and loss report searches by City or State. Here's a screen shot of the new sales report…
You can now go back and forth here at https://www.thecustomerfactor.com when you're inside a prospect or customer profile screen. Why would this benefit you? Well...if you do a search, get search results, and then enter a prospect or customer profile screen…
Over the weekend we introduced a new sales tax feature that some members have been asking for. Before talking about it, I'd first like to say that if you don't charge sales tax, then this feature doesn't apply to you. Or…
