Question: Where can I print work orders?
Answer:
Work orders can be printed from the daily calendar, so pls go to the daily calendar (click “Daily” under the “Calendars” tab). Then you simply select whatever customer/job you want to print
Month: November 2017
To schedule recurring jobs that have different recurring periods here at The Customer Factor all you have to do is set them up individually when you schedule them.
For example, if a customer is serviced every 2 weeks for one
Printing labels is easy within The Customer Factor. It all starts with the search though, so for example, if you want to print labels for all customers then you would go to the customer search screen (click “Search” under
Changing password is easy as 1-2-3 here at https://www.thecustomerfactor.com
1.To change your password all you have to do is go to the manage users screen at:
http://www.thecustomerfactor.com/manageusers.php
2. To the right of the username that you want to change the
Here is a step by step on how to process credit cards here at https://www.thecustomerfactor.com
The first thing i’ll show you is inserting the %creditcardpayment% link token into an invoice template.
Pls go here: http://www.thecustomerfactor.com/emailsettings.php?emailcategory=invoice
You can also get to
To create users and set up their user rights here at https://www.thecustomerfactor.com you start off by visiting https://www.thecustomerfactor.com/manageusers.php or hovering over the “My Account” tab at top left and clicking the “Manage users” dropdown.
On this screen insert the user’s
It’s easy to color code employees/crews here at https://www.thecustomerfactor.com
Simply go to any calendar and look in left sidebar in the “by assignment” area. Open the area up if it’s closed. You’ll see your employees listed.
If you mouse over
We recently created a new feature in The Customer Factor called “Big Proposal”. It’s really becoming a user favorite. If you’re not using it to send interested prospects and customers a proposal/estimate, we highly encourage you to do so. At
In the http://www.thecustomerfactor.com you can now sync your website to your account with The Customer Factor which helps eliminate duplicate data entry and streamlines the prospecting process for you. We’re really excited about this new feature because we know all
Emailing existing customers is easy in https://www.thecustomerfactor.com .
1.It all starts with the search. So for example, to email “all” customers, you can either click on the total number of customers that you have (this # shows in parenthesis next