Daily Calendar Revisions

We rearranged and added a few new things to the daily calendar here at http://www.thecustomerfactor.com Let’s start off with a screenshot of the daily calendar:

daily calendar 1step 4

1. The job location has been moved to allow it to appear in it’s entirety

Insert “Additional Details” when Scheduling Jobs/Estimates

Now you can insert any additional details here at  https://www.thecustomerfactor.com that might need to be added for whatever job or estimate you’re scheduling. This is available from anywhere in The Customer Factor that allows for scheduling. So for example, here

Mark Multiple Invoices “Paid” At One Time

http://www.thecustomerfactor.com introduces the ability for you to mark multiple unpaid invoices paid all from within one window. You can still open up individual payment windows if you want to, but marking invoices as paid all at once should save you

New “Email Settings” Window For More Options!

This morning we introduced some new functionality into The Customer Factor that provides you more flexibility when sending estimates or invoices to your prospects and customers via email.

For starters, if you have not read about the recent email features,

Email Invoices To Your Customers!

We just released a new feature  here at  www.thecustomerfactor.com that will allow you to send invoices to your customers via email (note: you can send estimates to your prospects and customers via email too, but that’s discussed here). It’s

Email Estimates to Prospects & Customers!

We just released a new feature here at /www.thecustomerfactor.com  that will allow you to send estimates to your prospects and customers via email (note: you can send invoices to your customers via email too, but that’s  discussed in another post