The Customer Factor
Software for Window Cleaners, Pressure Washers, Cleaning Services, Carpet Cleaners, and More!
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Latest posts
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Clock In Questions
Question: How can we clock in and out: Answer: We have two ways to do it and both involve the app, so do you have your guys set up with their accounts where they can log into the app with… The post Clock In Questions appeared first on The Customer Factor .
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Scheduling A Job
It’s easy to schedule a job in The Customer Factor. If the job is for an existing customer, simply search for the customer profile at the top in the global search field: Scroll down to scheduling area which says “Scheduling –… The post Scheduling A Job appeared first on The…
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Email Personalization
We recently added a new option in creating emails to be easier and more convenient for you. You can create your email and have it customized using this link. http://www.thecustomerfactor.com/emailsettings.php We took away the tokens like %firstname%, %lastname%, etc. and… The…
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Customizing Invoice
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 of… The post Customizing Invoice…
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Setting Up Time Zone
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 time zone.… The post Setting Up Time Zone appeared first on The…
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Notes Description
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… The post Notes Description appeared first on The Customer…
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Reviews and Survey
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. Reviews… The post Reviews and Survey appeared…
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Exclude Some Customers from Sales Tax
You can exclude the sales tax to your customers. Please look at top left of any customer profile screen. You’ll see a “Non profit” option. Check the box and make sure to click “Update” at the bottom of the screen. That… The post Exclude Some Customers from Sales Tax appeared…
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2 Ways to Convert a Customer’s Estimate to a Job
There are two ways to convert an Estimate to a job for customers. If you create an estimate as a customer you’ll see a “Schedule” link to the right of the estimate. If you click on that a new window… The post 2 Ways to Convert a Customer’s Estimate to a Job appeared first on The…
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3 Ways to Convert a Prospect’s Estimate to a Job
There are three ways to convert a prospect’s estimate to a job. The first way is to go into “Prospect Profile”, go down to “Make ’em a customer area”, bring down the above estimate, insert job date, and click “Make… The post 3 Ways to Convert a Prospect’s Estimate to a Job…