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
We recently released a new feature into http://www.thecustomerfactor.com that allows you to email your prospects and/or customers and set a callback date all at the same time. Let's start off with a screenshot of a customer search results screen: Ok...above…
A new feature in http://www.thecustomerfactor.com is a service plan pricing option for those users who have customers who are charged for a specific period and not per job. So let's start with a screenshot of a scheduling area that shows…
You can now reorder your left sidebars on the calendars screens in http://www.thecustomerfactor.com. This can be beneficial if you use one section more than another and need it more accessible in a better location in the sidebar. Let's start with…
We recently uploaded some new functionality http://www.thecustomerfactor.com for our Google Calendar Sync feature. The first change involves you being able to choose either a one way sync option or a two way sync option. Plus you can now transfer general…
You can now use salutations when inserting prospect or customer information in http://www.thecustomerfactor.com. Salutations include Mr., Mrs., Ms., Mr. and Mrs., and Dr. It's located on all the screens where last name/first name information is located like here for example:…
You can now display balance forward/total owed info on all (or some) printed invoices printed from within http://www.thecustomerfactor.com This option is located on the Invoice format screen (click "Format" under the "Invoices" tab) here: Printing balance forward/total owed info is…
We recently released a "next appointment" modification for invoices and work orders where you can now display the next appointment on any printed work order or invoice that you print from within http://www.thecustomerfactor.com. Here is the option on the invoice…
In http://www.thecustomerfactor.com you can now set the appointment time dropdowns to open up as a "range". We'll start by pointing the feature out to you: The above is a scheduling area on an add customer screen but in most (not…
We now have the advance/credit area in http://www.thecustomerfactor.com where you can now track the dates of advances or credits and print receipts. Each customer has an advance/credit area at the bottom of their profile screen as shown here: The above…
Here in http://www.thecustomerfactor.com you can now insert specific details for each job being scheduled. Prior to this new feature it was only possible to add "additional details" for all jobs being scheduled. As always, let's start with a screenshot: This is…
