Adding, Editing, and Deleting a Job Type

Adding job types/items is easy within https://www.thecustomerfactor.com

1. Pls visit the add customer screen here:  http://www.thecustomerfactor.com/customers_add.php

add customer screen

2. Scroll to the bottom of the screen into the schedule jobs area. You will see a “jobs” heading in bold underneath the date.

Accept/Decline

In The Customer Factor you can now set up different email addresses to receive the accept/decline emails when a customer or prospect accepts or declines an estimate.

It used to be that all accept/decline emails went to the  main email

Setting Up- A-Twilio-Trial Acct

SIGNING IN AND GETTING SID AND AUTH TOKEN NUMBER

1.You need visit https://www.twilio.com/in order to create a trial account. Enter all required information.

twilio sign up

2.Click on the “Get Started” button.

twilio sign up 2

3.You need to enter a valid US phone number in

Sending Big Proposal

This article discusses how to send a Big Proposal in The Customer Factor. We already discussed creating a Big Proposal, so after creating a Big Proposal or multiple Big Proposals, it’s now time to send one to a