To customize your invoices, please hover over the “Invoices” tab and click “Format”
Or you can click here to visit the invoices format screen.
Select the “Customize Invoice” option which opens up the customization area. You can select from one
Month: May 2018
To set up the Time Zone, go to “My Account” tab and click on “General/Set up”. Scroll down and you will find the Time Zone screen in the “Miscellaneous” area as shown below.
Click on the dropdown to choose your
There are different kinds of notes that you can use in the software.
General Notes: can be seen by you and subusers in the software (daily calendar) and in app although you can prevent subusers from seeing them.
If you
We recently introduced a new feature into The Customer Factor that allows you to capture reviews and send surveys. It’s located on the reviews & surveys screen. You can get reviews from Google, Facebook, Yelp, Home Advisor, and more.