Set Time to Default To Range

In http://www.thecustomerfactor.com you can now set the appointment time dropdowns to open up as a “range”.

We’ll start by pointing the feature out to you:

Range-1

The above is a scheduling area on an add customer screen but in most (not

A Modified Advance/Credit Area is Now Available

We now have the advance/credit area in http://www.thecustomerfactor.com where you can now track the dates of advances or credits and print receipts.

Each customer has an advance/credit area at the bottom of their profile screen as shown here:

credit card with balance

The above

Insert Details for Each Job Being Scheduled

Here in http://www.thecustomerfactor.com  you can now insert specific details for each job being scheduled. Prior to this new feature it was only possible to add “additional details” for all jobs being scheduled.

As always, let’s start with a screenshot:

job details pic 1

This

Multiple Employee and Crew Assignments

You can now assign multiple employees/crews to individual estimates and jobs when scheduling in http://www.thecustomerfactor.com

Let’s start off with a screenshot:

multiple assignment

The above is the scheduling area from within a customer profile screen. Please note the “+” links to the

New Editors Now Available

All new html editors have recently been introduced into the http://www.thecustomerfactor.com/

They are much more user friendly than the previous html editors and are fun to work with.

We’ll start off with a screenshot:

HTML email screen

The above is a screenshot showing