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
To schedule recurring jobs that have different recurring periods here at The Customer Factor all you have to do is set them up individually when you schedule them. For example, if a customer is serviced every 2 weeks for one job…
Printing labels is easy within The Customer Factor. It all starts with the search though, so for example, if you want to print labels for all customers then you would go to the customer search screen (click "Search" under the…
Changing password is easy as 1-2-3 here at https://www.thecustomerfactor.com 1.To change your password all you have to do is go to the manage users screen at: http://www.thecustomerfactor.com/manageusers.php 2. To the right of the username that you want to change the password to…
Here is a step by step on how to process credit cards here at https://www.thecustomerfactor.com The first thing i'll show you is inserting the %creditcardpayment% link token into an invoice template. Pls go here: http://www.thecustomerfactor.com/emailsettings.php?emailcategory=invoice You can also get to this…
To create users and set up their user rights here at https://www.thecustomerfactor.com you start off by visiting https://www.thecustomerfactor.com/manageusers.php or hovering over the "My Account" tab at top left and clicking the "Manage users" dropdown. On this screen insert the user's info…
It's easy to color code employees/crews here at https://www.thecustomerfactor.com Simply go to any calendar and look in left sidebar in the "by assignment" area. Open the area up if it's closed. You'll see your employees listed. If you mouse over…
We recently created a new feature in The Customer Factor called "Big Proposal". It's really becoming a user favorite. If you're not using it to send interested prospects and customers a proposal/estimate, we highly encourage you to do so. At…
In the http://www.thecustomerfactor.com you can now sync your website to your account with The Customer Factor which helps eliminate duplicate data entry and streamlines the prospecting process for you. We're really excited about this new feature because we know all…
Emailing existing customers is easy in https://www.thecustomerfactor.com . 1.It all starts with the search. So for example, to email "all" customers, you can either click on the total number of customers that you have (this # shows in parenthesis next to…
Adding job types/items is easy within https://www.thecustomerfactor.com 1. Pls visit the add customer screen here: http://www.thecustomerfactor.com/customers_add.php 2. Scroll to the bottom of the screen into the schedule jobs area. You will see a "jobs" heading in bold underneath the date. To…
