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 mark invoices paid with gift cards or coupons here: http://www.thecustomerfactor.com You've always been able to assign discounts to invoices, but until now there really wasn't a way to mark an invoice as being paid with a gift card or…
We just released a number of new features all related to our main quickbooks transfer feature. First I'd like to say that if you don't currently transfer your data out of The Customer Factor into your quickbooks program and you…
We have a color coding system for employees and crews that allows you to see appointments on the calendars based on who the jobs have been assigned to. You've always been able to color code appt. types on the calendars…
We just uploaded a new feature into The Customer Factor that will allow you as the main user of your account to create subusers and make it so that they can only view the appointments they've been assigned to. Click…
When doing customer searches you can now narrow those searches by City or State. This option is available to you right above the "Search" button on the customer search screen: Lots of our members do business in multiple cities and…
We just introduced a couple of new customer search criteria into www.thecustomerfactor.com . Here is an image showing you a visual of the search criteria: 1) This first search is a frequency period search, so now you can search for your…
With the addition of a new area ("Add/View Attachments") to the prospect and customer profile screens recently, we thought it might be a good idea to put together a short video showing you how you can easily navigate these profile screens. Of course…
You have been able to upload photographs/images for both prospects and customers for awhile now within their respective profile screens, but now here at http://www.thecustomerfactor.com you have the ability to upload photographs AND documents. Maybe you gave a prospect or customer a…
This new feature makes it possible to now create and print estimates for customers. Prior to the introduction of this feature, creating estimates was limited to prospects only. So if you have a customer who you've done work for in…
We recently introduced a new estimate feature for customers which allows you to create and print estimates for customers. So when we did this, it made it possible to now offer you the ability to retain estimate details when you…
