The Customer Factor

Free

6.6.41for iPhone, iPad and more

7.3

60 Ratings

Stephen Wright

Developer

215.6 MB

Size

Jan 25, 2024

Update Date

Business

About The Customer Factor

This app is for users of The Customer Factor who are looking for an easy way to schedule, view, and edit appointments. Each appointment is connected to google maps and apple maps making navigation from appointment to appointment a breeze. You can also create/email/print estimates and invoices and mark invoices as paid.

We're always adding new features to the app. Some recent feature releases include a signature feature where you can capture signatures, a photo feature giving you a way to easily take photos from within the app or upload photos from your phone, a completely searchable database, credit card processing, an "I'm on the way" text messaging feature, discount options, ability to email general emails (with or w/o attachments) to your prospects and customers and much more. Plus we have a time tracking feature and a clock in/clock out feature available!

What's New in the Latest Version 6.6.41

Last updated on Jan 25, 2024

Old Versions

Thanks for using The Customer Factor! We've updated the editing capabilities for the I'm on the way/job completed text messages. And make sure to check out our recently released "required" checklist feature allowing you to set it up where users have to complete the job checklist before being able to mark a job completed! We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

Version History

6.6.41

Jan 25, 2024

6.6.40

Jan 15, 2024

Thanks for using The Customer Factor! This update includes the ability to choose from different i'm on the way/job completed messages. We also modified custom fields allowing you to select from a dropdown. And we have a new "required" checklist feature allowing you to set it up where users have to complete the job checklist before being able to mark the job completed!

6.6.39

May 13, 2023

Thanks for using The Customer Factor! This update fixes some scheduling confirmation issues and a discount issue along with a few modifications to general notes and directions. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.38

Jan 19, 2023

Thanks for using The Customer Factor! This update fixes confirmation email issue. Coming up is the ability to capture receipts and expenses. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.37

Dec 30, 2022

Thanks for using The Customer Factor! This update fixes an address issue. And be sure to check out our recent specific notes mod. Coming up is the ability to capture receipts and expenses. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.36

Dec 26, 2022

Thanks for using The Customer Factor! This update fixes partial word searches and on hold price permissions. We've also introduced specific notes as a display option and updated user rights for photos, docs, and videos. Next up is the ability to easily capture receipts and expenses so stay tuned!

6.6.35

Jul 2, 2022

Thanks for using The Customer Factor! This update includes a variety of fixes and modifications including New Search screens, Call AND Text options when clicking on phone numbers, Document viewer, Calendar green dot fix, Waze navigation, Location notes, and more!

6.6.34

Feb 17, 2022

Thanks for using The Customer Factor! This update includes a photo upload fix along with other adjustments and modifications that needed to made to enhance the app performance. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.33

Jan 19, 2022

Thanks for using The Customer Factor! This update includes a fix to number keypad. Some other updates and improvements were also made behind the scenes to further enhance the app. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.32

Jan 10, 2022

Thanks for using The Customer Factor! This update includes a fix to the marketing method dropdown. And some users were not able to see all big proposal titles on the email estimate screen so that has also been fixed. Next up: Price Range capabilities for Estimates and the ability to view all leads/customers, so stay tuned!

6.6.31

Nov 13, 2021

Thanks for using The Customer Factor! This update includes some overall fixes along with an update to our Square integration. Our next update to be done will include price ranges for estimates and additional modifications for the tracking feature. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.30

Oct 31, 2021

Thanks for using The Customer Factor! This update includes a fix for additional details along with a few other minor updates. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.29

Oct 22, 2021

Thanks for using The Customer Factor! This update includes a modification for our recently released tracking feature that helps retain battery strength. And we're working on additional modifications for the tracking feature that will also reduce battery usage. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.28

Oct 10, 2021

Thanks for using The Customer Factor! This important update includes a fix for the email template dropdown on the invoice and estimate screens. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.27

Oct 7, 2021

Thanks for using The Customer Factor! This update includes our new tracking/mileage feature! A tracking button is now available on the dashboard for admin users to view other user paths and mileage for the day. We also made some modifications to the "from" email functionality along with other improvements. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.26

Jun 9, 2021

Thanks for using The Customer Factor! This update includes a new account switcher for those with multiple accounts where you can easily switch from one account to another w/o having to logout and login each time. The checklist issue was also fixed. Next up: Location/mileage tracking along with custom fields and specific notes modifications. We update our app regularly so stay tuned!

6.6.25

May 30, 2021

Thanks for using The Customer Factor! This update includes additional app enhancements and bug fixes along with some navigation and redirection modifications. Next up: Account switcher (for users with multiple accounts) and location/mileage tracking. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.24

May 27, 2021

Thanks for using The Customer Factor! This update includes a calendar filter fix along with additional app enhancements. Stay tuned for our upcoming release with an account switcher in it (for users with multiple accounts) along with location and mileage tracking. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.23

May 20, 2021

Thanks for using The Customer Factor! This update includes additional app enhancements and bug fixes along with some navigation and redirection modifications. Stay tuned for our upcoming release with an account switcher in it (for users with multiple accounts) along with location and mileage tracking. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.22

May 15, 2021

Thanks for using The Customer Factor! This update includes bug fixes for the previous version. We also installed better analytics into the app so that we can track any issue in real time. Stay tuned for the next version of the app which will have an account switcher in it (for users with multiple accounts) and location/mileage tracking. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.21

Apr 17, 2021

Thanks for using The Customer Factor! This update includes a new 3 day calendar view and the ability to select different estimate and invoice displays that you created in the software along with the ability to select "upsell" when a subuser who is set up for upsell commissions adds an item. Some minor fixes were made also. Next up: Location/mileage tracking. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.20

Feb 3, 2021

Thanks for using The Customer Factor! This update includes a bug fix for the ipad along with a few modifications. For example, you can now see daily job totals on the calendar. You can also see the invoice status for each appt on the calendar. And you now have more control whether to show all job status choices to subusers or not. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.19

Jan 30, 2021

Thanks for using The Customer Factor! This update includes modifications to display daily job totals and invoice status on the calendar. You also have full control over the job status choices that display for subusers. Additional updates were also made related to the overall functionality of the app for a better user experience. We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.

6.6.18

Nov 18, 2020

Thanks for using The Customer Factor! This update fixes the appt time issue that some users experienced. And make sure to check out the recently introduced features like the ability to assign customer types, take multiple photos faster, and set it up so your subusers can send i'm on the way/job completed text messages through our 3rd party program instead of from their phone. There is also a map available from appt screen and a new image showing on calendar for confirmed jobs!

6.6.17

Nov 13, 2020

Thanks for using The Customer Factor! This update includes the ability to assign customer types, take multiple photos faster, and set it up so your subusers can send i'm on the way/job completed text messages through our 3rd party program instead of from their phone. There is also a map available from appt screen and a new image showing on calendar for confirmed jobs. Thanks again!

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