The Customer Factor

6.6.41 for iPhone, iPad
Free
8.2

28 Ratings

Update Date

2024-01-25

Size

205.6 MB

Screenshots for iPhone

iPhone
The Customer Factor Description
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!
The Customer Factor 6.6.41 Update
2024-01-25
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.
More Information
Price:
Free
Version:
6.6.41
Size:
205.6 MB
Update Date:
2024-01-25
Developer:
Stephen Wright
Language:
English French

Safe to Download

AppPure.com and the download link of this app are 100% safe. The download link of this app will be redirected to the official App Store site, thus the app is original and has not been modified in any way.

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6.6.41 2024-01-25
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.
6.6.39 2023-05-13
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 2023-01-19
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.
6.6.35 2022-07-02
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 2022-02-17
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 2022-01-19
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 2022-01-10
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!
6.6.28 2021-10-10
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.
6.6.26 2021-06-09
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!
6.6.18 2020-11-18
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!
6.6.16 2020-08-26
Thanks for using The Customer Factor! This update fixes an email crash issue that happened when certain tokens were used within an invoice email. And if you have the "job completed" feature enabled in the software you'll see completed jobs crossed off in the app. Some paid invoice changes were also made. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor.
6.6.15 2020-08-13
Thanks for using The Customer Factor! This update includes an "on hold jobs" button/screen so that you can easily take on hold/no date jobs and convert them to jobs w/dates. There is also a "paid invoice" window available showing invoice payment history along with some other goodies that have been implemented. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor.
6.6.14 2020-07-23
Thanks for using The Customer Factor! This update includes a fix when inserting job details. And make sure to check out our recent invoice button on dashboard so that you can quickly process payments from one screen. There is also a new option to schedule or edit jobs with no job date. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor.
6.6.13 2020-07-17
Thanks for using The Customer Factor! This update includes an invoice button on dashboard so that you can quickly process payments from one screen. There is also a new option to schedule or edit jobs with no job date. Any job without a job date is considered "On Hold". We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor.
6.6.12 2020-06-04
Thanks for using The Customer Factor! This update fixes a small payment issue with "other" forms of payment. Additional improvements were also made to the overall app functionality. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor.
6.6.10 2020-05-18
Thanks for using The Customer Factor! This update fixes an issue with the expiration date when manually processing a credit card. We update our apps regularly with new features (i.e.,: recently released "Estimate" feature open/pending/accepted estimates are available from dashboard) and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor.
6.6.9 2020-04-30
Thanks for using The Customer Factor! This update allows you to view Open, Pending, and Accepted estimates all on one screen so that you can easily follow up, edit, send, or convert estimates to jobs. Next up: Ability to view on hold jobs on a single screen and invoices on a single screen. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor.
6.6.8 2020-04-25
Thanks for using The Customer Factor! This update fixes a UI issue for users with notch iPhones. And some miscellaneous tweaks were also made to prepare for our upcoming new feature involving the ability to view open/pending/accepted estimates all from one screen. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor.
6.6.6 2020-03-05
Thanks for using The Customer Factor! This update includes modifications to the job checklists, appointment change emails, and user rights. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor.
6.6.5 2020-02-19
Thanks for using The Customer Factor! This update further enhances the appt change email. Other features were also worked on. We're prepping for a big release so these smaller updates are necessary. Stay tuned for much more! We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor.
6.6.4 2020-02-18
Thanks for using The Customer Factor! This update fixes a couple of issues with phone extensions and the appt change email. Stay tuned for the ability to send invoices, estimates, and big proposals via sms within the app. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor.
6.6.3 2020-02-14
Thanks for using The Customer Factor! This update fixes an issue related to the "Send" link in estimate and invoice email windows in addition to a small issue with job checklists. Some "Task" modifications were also made. Stay tuned for the ability to send invoices, estimates, and big proposals via sms within the app. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor.
6.6.2 2020-01-08
Thanks for using The Customer Factor! This update fixes a couple of issues that came up during the last release. And make sure to check out our recent features such as the ability to apply deposits (invoices and estimates), view checklists, and see totals on appointment screen. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor.
6.6.1 2019-12-31
Thanks for using The Customer Factor! This update fixes a few issues that came up during the last release. And make sure to check out our recent features such as the ability to apply deposits (invoices and estimates), view checklists, and see totals on appointment screen. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor.
6.6.0 2019-12-21
Thanks for using The Customer Factor! This update introduces a new job checklist feature (create checklists in software first) on appt screen and a deposit feature along with other revisions and bug fixes including a fix involving square credit card payments made with chip readers. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor.
6.5.9 2019-06-19
Thanks for using The Customer Factor! This update introduces a new "Cancel" option for jobs and also a direct connection to Square for easy credit card processing. No Square POS app needed anymore! We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.
6.5.8 2019-05-01
Thanks for using The Customer Factor! This update fixes some editing and scheduling issues. We also made some additional performance improvements. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.
6.5.7 2019-04-27
Thanks for using The Customer Factor! This update fixes a few issues that our users have reported involving salutation info, editing and saving jobs in the profile, and assignments. We also made some additional performance improvements. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.
6.5.6 2019-04-04
Thanks for using The Customer Factor! This update introduces a new multiple photo upload feature where you can upload multiple photos from your phone into any customer/prospect profile. We also made some minor fixes and performance improvements. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.
6.5.5 2019-03-16
Thanks for using The Customer Factor! This update fixes an estimate to invoice conversion issue. And make sure to check out our new video/photo section that is now in every prospect and customer profile screen! We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.
6.5.4 2019-03-13
Thanks for using The Customer Factor! This update fixes some issues with duplication, photo quality, and user rights. And please check out our new video/photo section that is now in every prospect and customer profile screen! We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.
6.5.3 2019-03-06
Thanks for using The Customer Factor! This update fixes some issues with duplication and a square currency issue while processing credit cards. We also have a new video/photo section that is now in every prospect and customer profile screen! We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.
6.5.2 2019-03-01
Thanks for using The Customer Factor! This update fixes a crash issue in addition to fixing an issue users were having when checking "Job Completed". And please make sure to check out our new video/photo section that is now in every prospect and customer profile screen! We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.
6.5.1 2019-02-21
Thanks for using The Customer Factor! This update includes a video/photo area in the customer and prospect profile screens along with some currency modifications when paying by Square. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.
6.5 2018-11-15
Thanks for using The Customer Factor! This update fixes a couple of issues involving emailing receipts, job details, and uploading photos to iPads. We've also made some other modifications to smooth out a couple of wrinkles in the app. Please update right away. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app. Next up: A much more intuitive integration with Square, photo/video functionality in profile screens, job location improvements, and more!
6.4.9 2018-10-30
Thanks for using The Customer Factor! This update fixes an important location issue. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app. Next up: A much more intuitive integration with Square, photo/video functionality in profile screens, job location improvements, and more!
6.4.8 2018-10-11
Thanks for using The Customer Factor! This update fixes a couple of reported issues related to tasks and making partial payments. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app. Next up: A much more intuitive integration with Square, photo/video functionality in profile screens, job location improvements, and more!
6.4.7 2018-10-05
Thanks for using The Customer Factor! This update fixes a couple of reported issues related to the iPad. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app. Next up: A much more intuitive integration with Square, job location improvements, photo/video functionality in profile screens, and more!
6.4.6 2018-09-28
Thanks for using The Customer Factor! This update fixes a couple of reported issues. You also now have the ability to set separate edit, reschedule, and delete rights for subusers along with the ability to insert additional forms of payment when paying invoices. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app. Next up: A much more intuitive integration with Square, an "email receipt" option, job location improvements, and more!
6.4.5 2018-08-24
Thanks for using The Customer Factor! This update fixes a couple of reported issues related to redirection after doing certain tasks like emailing estimates and invoices. We update our apps regularly to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app. Thanks again and stay tuned for some exciting features coming up!
6.4.4 2018-08-23
Thanks for using The Customer Factor! This update fixes a couple of reported issues related to assignments. We update our apps regularly to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app. Thanks again and stay tuned for some exciting features coming up!
6.4.3 2018-08-22
Thanks for using The Customer Factor! This update fixes a couple of reported issues. We update our apps regularly to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app. Thanks again and stay tuned for some exciting features coming up!
6.4.2 2018-08-17
Thanks for using The Customer Factor! This update includes the ability to set frequency periods for any job or estimate converted to a job. Multiple performance improvements were also made. We hope you're enjoying our recent updates such as the ability to schedule recurring jobs, take video, send a text message after each job is completed, and view the status of jobs (open/completed). Stay tuned for more exciting features to be released such as GPS for time tracking (we already have gps for clock in/out)!
6.4.1 2018-05-29
Thanks for using The Customer Factor! This update includes some minor modifications along with a "Save" button in profiles. We hope you're enjoying our recent updates such as the ability to schedule recurring jobs, take video, send a text message after each job is completed, and view the status of jobs (open/completed). Stay tuned for more exciting features to be released such as GPS and the ability to quickly scan receipts!
6.4.0 2018-05-20
Thanks for using The Customer Factor! This update fixes an issue with subuser rights. Also, there was a small photo loading issue that was resolved. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.
6.3.9 2018-05-15
Thanks for using The Customer Factor! This update fixes an issue that users experienced when editing jobs where the job pricing was increasing unnecessarily. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.
6.3.8 2018-05-10
Thanks for using The Customer Factor! This update fixes an issue that some users experienced when editing jobs. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.
6.3.7 2018-05-08
Thanks for using The Customer Factor! Here are the updates in this new version of our iOS app:

1) Recurring Scheduling Capabilities
2) Ability to take videos in addition to photos
3) Open/Completed Functionality
4) Send text message after job is completed.
5) Full control over text/email confirmations
6) Date and time stamp for videos/photos

We update our apps regularly (next up gps tracking and receipt capabilities) with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.
6.3.6 2018-02-09
Thanks for using The Customer Factor! This update fixes a google maps and apple maps issue where coordinates were displaying instead of actual addresses. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.
6.3.5 2018-01-10
Thanks for using The Customer Factor! This update fixes a pricing issue that wasn't populating for job packages. We've also eliminated the window that opens up if your phone doesn't have an email address. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.
6.3.4 2018-01-03
Thanks for using The Customer Factor! This update fixes some user rights issues. We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.