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
You can now assign multiple employees/crews to individual estimates and jobs when scheduling in http://www.thecustomerfactor.com Let's start off with a screenshot: The above is the scheduling area from within a customer profile screen. Please note the "+" links to the…
All new html editors have recently been introduced into the http://www.thecustomerfactor.com/ They are much more user friendly than the previous html editors and are fun to work with. We'll start off with a screenshot: The above is a screenshot showing…
Here is feature in http://www.thecustomerfactor.com that allows you to create all invoices for the month with just one click. Let's take a look at a monthy calendar: The red arrow above shows invoice status option "enabled" (recommended). This means that for…
Over the weekend we uploaded a new "on hold" jobs area to the monthly calendar in http://www.thecustomerfactor.com Here is a screenshot of where it is: So what you can do is drag any date on the calendar to the on…
If you're wanting to see login/last visit history in http://www.thecustomerfactor.com here is where you can find it (top right). It's probably a bit hard to see in the above screenshot, but basically at top right within the header area it'll…
There is a new email and print history area available now for each prospect and customer in http://www.thecustomerfactor.com We'll start off with a screenshot: Our email/letter history area used to only contain a history of general emails that have been…
Today in http://www.thecustomerfactor.com you can now edit frequency periods in multiple places instead of only in the job history area within a customer profile screen. Let's look at a job history area: To edit any frequency period you can click…
Through http://www.thecustomerfactor.com you can modify what displays or doesn't display on the printed work orders. You can access the work order format window on the daily calendar in the left sidebar at the bottom: This window is very similar to the invoice…
Here are the changes to http://www.thecustomerfactor.com that involves adding and editing tasks. First...if you didn't know you could add tasks to your calendars, you can. It's done in the "quick add" window which is located on many of the screens…
You can now schedule jobs for customers in http://www.thecustomerfactor.com with a specific duration. Any scheduling area within your account will have this functionality available. Here's a screenshot of a scheduling section in a customer profile screen: You've always had the…
