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
In The Customer Factor you can now set up different email addresses to receive the accept/decline emails when a customer or prospect accepts or declines an estimate. It used to be that all accept/decline emails went to the main email…
SIGNING IN AND GETTING SID AND AUTH TOKEN NUMBER 1.You need visit https://www.twilio.com/in order to create a trial account. Enter all required information. 2.Click on the "Get Started" button. 3.You need to enter a valid US phone number in order to…
This article discusses how to send a Big Proposal in The Customer Factor. We already discussed creating a Big Proposal, so after creating a Big Proposal or multiple Big Proposals, it's now time to send one to a prospect or…
Now in The Customer Factor you can set up customized email which allows you to still send all your emails from CF but the emails would get rerouted through your own email address. So you can hover over "My Account",…
In The Customer Factor you can turn text into a link within any email that you create. So to start, we'll visit the Email Settings screen. You can also hover over the "My Account" tab, scroll over "Email Options", and…
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…
Now in http://www.thecustomerfactor.com you can make it so that certain jobs can be excluded from having discount percentages calculated against them. This is helpful when maybe there is a "job" on the invoice that you don't want factored into a…
Here is the feature in http://www.thecustomerfactor.com that will allow you to set a default assignment for any job you schedule for a customer. So if you have customers getting serviced by the same employees/crews over and over again, you can set…
Adding a job location details is easy here at http://www.thecustomerfactor.com for any customer who has an additional job location or multiple job locations. Let's start off like we always do with a screenshot: I'll show you a second screenshot below which…
We made a modification in the http://www.thecustomerfactor.com based on user suggestions so that now you can quickly add a prospect (or customer) and set a callback date all from within the "Quick Add" window. Prior to this modification if you…
