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 have always been able to create estimates for prospects, but there really wasn't any way to print the estimates, so we've introduced two new sections into the prospect profile screen. There is a "Create an Estimate" section: And after…
Although members have been able to drag and drop appointments that are on the monthly and weekly calendars for awhile now, I was surprised the other day when a member who has been with us for a while wasn't aware…
Prior to this change, every single job that a customer had in their job history would show either the frequency period for it or the recurring period (if it was a "recurring" job) for it. So the job history was looking…
Based on member feedback that we received after our recent release of the multiple frequency period feature, we made some upgrades and changes to the "how often" section available to you when you schedule customers in The Customer Factor. Here…
Data is the lifeblood of your business. Without it, your business doesn't exist. So we know how important your data is. That's why we backup the entire database on the entire server every single day. We used to conduct backups…
The https://www.thecustomerfactor.com is a web based software program as you all know, so we always have to test The Customer Factor in the different internet browsers available to make sure everything is functioning 100%. Not all internet browsers read and understand…
You now have the ability in The Customer Factor to create subusers/non administrators and allow them the ability to see your job pricing on the daily, weekly, or monthly calendar screens. Or if you don't want subusers seeing any job…
From within the customer profile screen, you can now click a "Back to the top" link from within any of the gray heading areas for any of the sections to get back to the top of the screen. It used…
You can now see full job types in https://www.thecustomerfactor.com or if you happen to have lengthy job types for scheduled jobs. Lengthy job types used to get cut off and if this happened there w as really no way to see…
For the past few months, we've been offering private label opportunities to The Customer Factor software. What is private labeling? Glad you asked. :) Private labeling involves basically eliminating all reference to The Customer Factor name everywhere throughout the software…