Month: September 2012

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

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

Let’s take a peek at the monthly calendar in http://www.thecustomerfactor.com. We’ll start with a screenshot:

You’ll notice that the last few days of August are displaying in September’s calendar and you’ll notice that the first few days of October

In http://www.thecustomerfactor.com you can now edit and reset your invoice numbers. The reset option is on the invoice format screen, so please mouse over the “Invoices” nav tab and click on the “Format” dropdown. Here’s where the option is located:

We recently released a new feature into http://www.thecustomerfactor.com that’ll allow you to sync up your google calendar with your calendars in The Customer Factor, so for those of you who use google while you’re out and about on the

Within http://www.thecustomerfactor.com there are now little phone icons to the right of any prospect and customer phone number which allows you to tap and dial. So if you’re at your computer, plug in a microphone/headset and simply click on any