1. Setup

This is the where you can set up more options for your needs. Phone Format: If you're in the U.S. or Canada you select the first option and enter the phone number in the box. Currency: For US or Canada, tick…

Question: How can I export customer? Answer: To export customers, you can click the "import/export" dropdown under the "Customers" tab. On the export screen you can then check the name/address option and click "export". This is the easiest method to…

You can attach a photo of your employee when you send out emails to your customers. Please visit the email automation screen and insert employee photo into scheduling confirmation and appt reminder emails.  You can simply follow the link to…

To customize your estimates, pls hover over the "Prospects" tab and click "Estimate Format: Or you can click here to visit the estimate format screen. Select the "Customize Estimate" option which opens up the customization area. You can select from…

You can create invoice by hovering to "My Account", " Email Options" and clicking on "Create/Edit Emails" You will get this screen: http://www.thecustomerfactor.com/emailsettings.php?emailcategory=invoice by selecting "Invoices" as shown below. Scroll down and click the "Create New Email Template" link or…

You can create estimate email templates in The Customer Factor by hovering over "My Account", hovering over the "Email Options", and clicking on "Create/Edit Emails". You'll end up on this screen: http://www.thecustomerfactor.com/emailsettings.php?emailcategory=estimate Click the "Create New Email Template" and select…

Google Chrome Set up This short article is about how to set up the Google Chrome internet browser so that it works best with The Customer Factor. We do recommend the Firefox browser however, so if you follow our recommendation,…

This topic is about how to set up your firefox internet browser so that it works best with The Customer Factor. We do recommend firefox, so if you don’t have it on your computer currently, you can download it using…

Now that your computer is ready, it's time to add your company information here. Please hover over "My Account" tab and click "General/Setup": Fill in all information into the fields shown below: Click "Update" and you're good to go. Your…

Its really important to set up your time zone. This controls your "login history" times that are recorded (displays at top right), all email sending times, and the clock in/clock out times. So please hover over "My Account" and click…