Clock In Questions
Question: How can we clock in and out: Answer: We have two ways to do it and both involve the app, so do you have your guys set up with their accounts where they can log into the app with…
Job Total Versus Sales Reports
Question: Why don't my job totals on the calendar match the sales report total? Answer: It's actually not unusual for your monthly totals to be different from your sales totals. The calendar job totals is about is only about job…
Forgot Pasword
Question: What can I do If I forgot my password? Answer: Dont worry, you can reset password by logging in, please use this link: Pls visit https://www.thecustomerfactor.com/login.php You can retrieve password information at the bottom of the screen by inserting your…
Making Prospects Active Again
Question: How can I make prospects active again? Answer: Turning prospects back into active prospects can be done by doing one of two things: 1) On the prospect search screen (click "Search" under the "Prospects" tab) you can search specifically…
Merging Customers
Question: Can I merge duplicate customers? Answer: You are able to actually merge customers, but we don't have an overall area in CF where you can do it, so what you have to do is visit Merge Customer Screen or you can…
Updating Payment Information
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…
Schedule-Task-Unavailable
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…
Editing Work Orders
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.…
Removing Address and Unsubscribe link in the bottom of Emails
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…
How to Print Work Orders
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…