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
Good morning. Sending text messages to customers is easy here at The Customer Factor It all starts with the search. So for example, to send a text message to "all" customers, you can either click on the total number of…
Question: How can I update payment Information? Answer: To update your payment information all you have to do is visit the home/quick summary screen after logging in. Pls scroll down into the announcements area. If you go to the 2nd…
Sending a statement is easy here at The Customer Factor To access and print/email a statement pls go into the customer profile, scroll to bottom of screen and you'll see a "print/email statement" link at the very bottom. Click that…
Printing invoices is easy within CF. One way to do it is right from the daily calendar. So click "daily" under "calendars" tab at the top and that’s your daily calendar screen. If you have jobs that day you’ll see…
Adding a PO number to an invoice is to simple here at The Customer Factor By creating a custom field called "PO Number"from within any customer profile screen, so pls go into one of your customer's profile screens. Scroll down…
Question: How can make my employee unavailable when someone would like to schedule a job? Answer: The best to way signify that an employee is unavailable is to schedule them as a task. So pls click the "quick add" button…
We have the time option here at The Customer Factor Simply go to any scheduling area in CF such as the add customer screen scheduling area at bottom of screen (http://www.thecustomerfactor.com/customers_add.php). Click the "options" link to the right of the…
Question: Where can I edit work orders in The Customer Factor ? Answer: You are able to change the work order on the daily calendar, so please mouseover the “Calendars” tab and click “Daily”. Then look in left sidebar at the very bottom.…
Question: Can I remove my address or unsubscribe link in the bottom of the emails? Answer: Unfortunately there’s no way for us to remove it. The reason is due to the CAN SPAM act which deals with commercial email. Pls…
Question: Where can I print work orders? Answer: Work orders can be printed from the daily calendar, so pls go to the daily calendar (click “Daily” under the “Calendars” tab). Then you simply select whatever customer/job you want to print…
