Pages
SITEMAP
1. Setup
- Miscellaneous
- Exporting Customers
- Inserting Employee Photo in the Body of the Email
- Step 4 – Customizing Estimates
- Creating an Invoice Email Template
- Step 5 – Creating Estimate Email Template
- Step 1- Setting Up Browser- Google Chrome
- Firefox Set Up
- Step 2 – Adding Company Information
- Step 3- Setting Up Time Zone
2. New Features
- Email Personalization
- Reviews and Survey
- Big Proposal (How to Create)
- Sync Your Website With Your CF Account! (1)
- Sending Big Proposal
- Custom Email Setup
- Sync Your Website With Your CF Account!
- Exclude Certain “Jobs” from Discount Calculations
- Schedule Jobs and Set Default Assignments
- Quick Add Prospects and Set Callbacks
- Email and Set Callbacks at the Same Time!
- New “Service Plan” Pricing Option
- Reorder Calendar Sidebars
- Salutations for Prospects and Customers
- Balance Forward/Total Owed on Invoices
- Next Appointment on Invoices/Work Orders
- Set Time to Default To Range
- Insert Details for Each Job Being Scheduled
- Monthly Calendar: Create ALL Invoices
- On Hold Jobs Area on Calendar
- Last Visit – Recent Login History
- New Work Order Format
- Scheduling Jobs With a “Duration”
- Edit and Reset Invoice Numbers
- Google Calendar Real Time Sync!
- Tap And Dial Is Available
- Shortcut Keys For Faster Access
- Customer and Prospect ID Searches
- Drag and Drop Multiple Appointments
- Schedule Blocking Released!
- HTML Formatting Now Available When Sending Emails
- Work Orders Now Available!
- Prospect & Customer Dynamic Job Location Scheduling
- New Income Forecast Reporting
- Job Location Address Searching
- Customer Credits and Invoice Overpayments
- New Street, City, State, & Zipcode Calendar Views
- New Customer Search: “When” Job Appointments Are Made
- Daily and Monthly Job Totals Now Available On Monthly Calendar!
- Employee Archiving
- Email and Print Payment Reminders
- Track Your Invoices!
- Our New Email Feature!
- Google Maps Integration!
- “Qty” and “Each” Feature Now Available
- Print And/Or Email Statements To Customers
- Callback Information Area Added To Profile Screens
- Schedule & Create Invoices All At Once
- Daily Calendar Revisions
- Insert “Additional Details” when Scheduling Jobs/Estimates
- Mark Multiple Invoices “Paid” At One Time
- New “Email Settings” Window For More Options!
- Email Invoices To Your Customers!
- Email Estimates to Prospects & Customers!
- Schedule ALL Appts. Directly From The Calendars
- Run Sales and P&L Reports By City Or State
- Backward and Forward In Profile Screens
- New Sales Tax Feature
- Gift Cards & Coupons For Invoice Payments
- New Quickbooks Features For Those Who Use Quickbooks
- Color Code Employee/Crew Appointments On Your Calendars!
- New Subuser Appointment Only Viewing & Access
- Narrow Customer Searches By City Or State
- Frequency Period & Recurring Customer Searches
- Creating & Printing Estimates For Customers
- Save Estimate Details When Converting Prospects
- Creating & Printing Estimates For Prospects
- Job Pricing Rights For Subusers
- “Back To The Top” Links
- Expanded Job Types
- New Feature Release: Multiple Frequency Periods
3. Modifications
4. Feature Updates
- Job Locations: Add More Location Specific Data!
- New Google Sync and Transfer Options
- A Modified Advance/Credit Area is Now Available
- Multiple Employee and Crew Assignments
- New Editors Now Available
- Email and Print History
- Frequency Period Editing
- The Task Feature has a new look.
- Monthly Calendar Revision
- Label Revisions: “Or Current Resident”
- New Report Searches for Sales, Expenses, and Sales Tax
- A Change To The Frequency Period/Recurring Period Text in Job History
- An Upgrade To The “How Often” Options (Available When Scheduling Jobs)
5. Questions & Answers
6. Helpful Tips
- Scheduling A Job
- Customizing Invoice
- Notes Description
- Exclude Some Customers from Sales Tax
- 2 Ways to Convert a Customer’s Estimate to a Job
- 3 Ways to Convert a Prospect’s Estimate to a Job
- Make Single Payment for Multiple Invoices
- Scheduling A Recurring Job
- Employee Pay in Profile Screen
- Tokens and it’s Uses
- Letter Creating
- Email Settings
- Email Set Up-IOS
- Email Set Up
- Adding A PO Number
- Recurring Scheduling- 2 Different Jobs
- Create Users and Set Up Their User Rights
- Color Coding
- How to turn text into a link in an email
- How to Get Email Addresses
- Some Ideas And Tips On Using Our New Email Feature
- Navigating Prospect and Customer Profile Screens
- Uploading Documents For Prospects and Customers
- Drag and Drop Appointments on Calendars
- The Importance of Backing Up Your Data
- Why We Don’t Recommend Google Chrome When Using The Customer Factor
7. Announcements
8. Software Tutorials
9. App Tutorials
Uncategorized
Portfolio
- Sample Portfolio Item
- Sample Portfolio Item
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Staff
Testimonials
- “…100% more organized and operating with 100% more efficiency.”
- “…I am regularly amazed with the features you have.”
- “…I will keep referring you wherever I can…”
- “…I’m supremely pleased with all that you and the Customer Factor have to offer…”
- “…it has been like a reliable business partner.”
- “…It is loaded with well thought out features…”
- “…The Customer Factor is a must-have for anyone in a service oriented business…”
- “…The Customer Factor makes my job run 100% better…”
- “…the time savings that The Customer Factor is providing to me and our dealers is worth 30 times more than the price of it each month…”
- “…We have never been let down by The Customer Factor and are planning future growth based on many of its features…”
- “…you have built us the best window cleaning software out there.”
- “…your software has been a great asset to my company…”
- “…Your software is the best we have tried…”
- “..You and your program have been one of the most important resources I have found in building my business…”
- I love what The Customer Factor can do and what it has done for me.
- I now appreciate more fully the added advantage The Customer Factor will give to me
- I think The Customer Factor is perfect for any service business
- It’s a great management tool for anyone who needs to keep track of their business but knows very little about record keeping or computers
- The Customer Factor has changed the way we do business
- The Customer Factor is what I have been looking for…
- With ‘Factor at my side, my business is only going to get better and better