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
Paying multiple invoices for a single customer is very easy. First, you need to go to "Invoices" tab and click "Search". Make sure to select "Unpaid Invoices" and type in last name on the search box and click "Search". All…
Scheduling a recurring job starts in the customer profile screen. Go down to the scheduling area and schedule job as usual. At the bottom of the screen is the option to "Schedule Jobs as Recurring". Make sure to tick the…
This is the where you can set up more options for your needs. Phone Format: If you're in the U.S. or Canada you select the first option and enter the phone number in the box. Currency: For US or Canada, tick…
You can manage your employee's pay in the "Employee Profile" screen. As you can see you have several options for the payment. It can be hourly, comission only, hourly & comission, hourly & salary, salary & comission and salary only.…
Question: How can I export customer? Answer: To export customers, you can click the "import/export" dropdown under the "Customers" tab. On the export screen you can then check the name/address option and click "export". This is the easiest method to…
Tokens are used to personalize emails, letters, and text messages. There are many tokens that can be used such as %firstname%, %fullname%, %emailaddress%, etc. You can use as many or as far as you want to be, but be aware…
You can attach a photo of your employee when you send out emails to your customers. Please visit the email automation screen and insert employee photo into scheduling confirmation and appt reminder emails. You can simply follow the link to…
We have a new modification in The Customer Factor when sending out emails. In an email window, you will now able to see who you are emailing to and be able to add additional names and email addresses and/or uncheck the default…
You can access the “Reports” from the homepage by hovering your mouse on “Search” and clicking the dropdown, click “Reports”. Next, click on the "Employee Pay/Hours" button. You have the option to choose "All" if you want to generate the…
Another great feature in the APP is processing payment by just a few clicks. If you have no idea yet how to create and email invoice, please check out this link: https://www.thecustomerfactor.com/blog/app-tutorials/creating-emailing-invoice-app/ You can start by clicking the $ or…
