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About The Customer Factor

Android App Feature List

- Customers and Prospects
- Searchable
- Add new
- Edit existing data
- Add/upload photos
- View customer job history and prospect estimate history
- Convert estimates to jobs seamlessly.

- Appointments
- Schedule jobs, estimates, tasks, or personal appts.
- Edit/Reschedule/Delete
- Time tracking for jobs
- Send an "I'm on the way" text message
- See a street view of each appointment

- Invoice
- Generate Invoice
- View Invoice PDF
- Pay Invoice (Third party API is used for Credit Card processing)
- Capture customer signature.
- Email Invoice with predefined template text
- Print Invoice if connected to an air printer

- Estimate/Proposal
- Generate Estimate
- View Estimate PDF
- Capture prospect (or customer) signature.
- Email Estimate with predefined template text
- Print Estimate if connected to an air printer

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.

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Frequently Asked Questions(FAQ)

What features are available for customers and prospects in the Android app?

The Android app allows you to search for customers and prospects, add new ones, edit existing data, add/upload photos, and view customer job history and prospect estimate history. You can also seamlessly convert estimates to jobs.

What can be done with appointments in the Android app?

With the Android app, you can schedule jobs, estimates, tasks, or personal appointments. You can edit, reschedule, or delete appointments. It also includes time tracking for jobs and the ability to send an "I'm on the way" text message. Additionally, you can see a street view of each appointment.

What functions are available for invoices in the Android app?

The Android app allows you to generate invoices and view them in PDF format. You can also pay invoices using a third-party API for credit card processing. The app also includes the ability to capture customer signatures, email invoices with predefined template text, and print invoices if connected to an air printer.

What can be done with estimates/proposals in the Android app?

In the Android app, you can generate estimates and view them in PDF format. You can also capture prospect or customer signatures for estimates. Additionally, you can email estimates with predefined template text and print them if connected to an air printer.

How often are the apps updated?

We regularly update our apps with new features and improvements to ensure they are at their best. We recommend turning on automatic updates on devices running The Customer Factor app.

Best crm and exceptional customer service

Andrew Wolf

Awesome app and , increadable customer service. They will schedule to walk you though system and help you get the program configured to serve your business best. You can have emails automated to be sent and ...

Thinking Critically

Went through a few companies to land at this one rightly priced. My wife has loved the user interface of the software. I do wish though, that the time clocks were saved somewhere.

Cash Stewart

Great app. Best part is clocking in and out on the app. From cell phone. Lication.. :)

Crystal Turner

Excellent software here.

Wet Windows Guy

Awesome company and product. Its helping my auto detailing business alot!!

John Klein