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...
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!
Version History Thanks for using The Customer Factor! This update introduces tech notes for your technicians to see with jobs/estimates along with the ability to set either 1 or 2 prospect types/customer types. Additional minor user interface changes were made also (ie: a bigger i'm on the way button). We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.53 Mar 25 Thanks for using The Customer Factor! This update fixes an issue with estimates being edited. And stay tuned for the next release coming up shortly which will include the highly requested tech notes and the ability to set 2 "customer types" per customer. Some user interface changes will also be introduced. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.52 Mar 18 Thanks for using The Customer Factor! This update provides an id number with each prospect and customer along with some overall bug fixes such as fixing a rounding error when processing credit cards using square and a phone number display issue for subusers given no phone permissions. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.51 Feb 13 Thanks for using The Customer Factor! This update solves an issue with multiple photos not able to be uploaded within a customer or prospect profile. The display of confirmation emails and confirmation text messages was also improved upon. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.50 09/28/2025 Thanks for using The Customer Factor! This update solves a payment issue that users in countries outside the U.S. were experiencing when paying via Square. Some other minor improvements were made also. And stay tuned as we have some exciting updates coming up! We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.49 09/19/2025 Thanks for using The Customer Factor! This update introduces a new “Receipt” button on the dashboard for you to take scans of receipts and insert expenses while on the go. We also resolved a small Stripe payment issue and specific notes editing issue. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.48 09/04/2025 Thanks for using The Customer Factor! This update involves fixing an issue with the "job completed" message not getting triggered to customers properly. A few other minor issues have also been taken care of such as appt changes and confirmations. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.47 07/31/2025 Thanks for using The Customer Factor! This update addresses an issue reported by some users who were unable to upload multiple photos from their device when on the Appointment screen. With this update, users can now successfully upload multiple previously taken photos in a single action. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates.. 6.6.46 06/21/2025 Thanks for using The Customer Factor! This update involves fixing an issue with the payment screen not loading for some users. We also fixed the Square chip reader functionality by introducing a new Square Mobile Payments SDK. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.45 06/20/2025 Thanks for using The Customer Factor! This update involves fixing an issue with the payment screen not loading for some users. We also fixed the Square chip reader functionality by introducing a new Square Mobile Payments SDK. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.44 06/18/2025 Thanks for using The Customer Factor! This update involves fixing an issue with the payment screen not loading for some users. We also fixed the Square chip reader functionality by introducing a new Square Mobile Payments SDK. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.43 06/18/2025 Thanks for using The Customer Factor! This update involves fixing a few minor issues such as items not copying over to jobs when converted from an estimate and fixing the Square chip reader functionality by introducing a new Square Mobile Payments SDK. So for those of you who process credit cards using Square (recommended) this makes it more streamlined when taking payments. 6.6.42 06/14/2025 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. 6.6.41 01/25/2024 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! 6.6.40 01/15/2024 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. 6.6.39 05/13/2023 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. 6.6.38 01/19/2023 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. 6.6.37 12/30/2022 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! 6.6.36 12/26/2022 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! 6.6.35 07/02/2022 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. 6.6.34 02/17/2022 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. 6.6.33 01/19/2022 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! 6.6.32 01/10/2022 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. 6.6.31 11/13/2021 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. 6.6.30 10/31/2021 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. 6.6.29 10/22/2021
Previous Versions
Here you can find the changelog of The Customer Factor since it was posted on our website on 2023-06-22 17:04:07.
The latest version is 6.6.53 and it was updated on 2026-06-16 04:04:37. See below the changes in each version.
The Customer Factor version 6.6.53
Updated At: 2026-06-16
Changes: Version History Thanks for using The Customer Factor! This update introduces tech notes for your technicians to see with jobs/estimates along with the ability to set either 1 or 2 prospect types/customer types. Additional minor user interface changes were made also (ie: a bigger i'm on the way button). We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.53 Mar 25 Thanks for using The Customer Factor! This update fixes an issue with estimates being edited. And stay tuned for the next release coming up shortly which will include the highly requested tech notes and the ability to set 2 "customer types" per customer. Some user interface changes will also be introduced. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.52 Mar 18 Thanks for using The Customer Factor! This update provides an id number with each prospect and customer along with some overall bug fixes such as fixing a rounding error when processing credit cards using square and a phone number display issue for subusers given no phone permissions. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.51 Feb 13 Thanks for using The Customer Factor! This update solves an issue with multiple photos not able to be uploaded within a customer or prospect profile. The display of confirmation emails and confirmation text messages was also improved upon. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.50 09/28/2025 Thanks for using The Customer Factor! This update solves a payment issue that users in countries outside the U.S. were experiencing when paying via Square. Some other minor improvements were made also. And stay tuned as we have some exciting updates coming up! We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.49 09/19/2025 Thanks for using The Customer Factor! This update introduces a new “Receipt” button on the dashboard for you to take scans of receipts and insert expenses while on the go. We also resolved a small Stripe payment issue and specific notes editing issue. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.48 09/04/2025 Thanks for using The Customer Factor! This update involves fixing an issue with the "job completed" message not getting triggered to customers properly. A few other minor issues have also been taken care of such as appt changes and confirmations. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.47 07/31/2025 Thanks for using The Customer Factor! This update addresses an issue reported by some users who were unable to upload multiple photos from their device when on the Appointment screen. With this update, users can now successfully upload multiple previously taken photos in a single action. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates.. 6.6.46 06/21/2025 Thanks for using The Customer Factor! This update involves fixing an issue with the payment screen not loading for some users. We also fixed the Square chip reader functionality by introducing a new Square Mobile Payments SDK. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.45 06/20/2025 Thanks for using The Customer Factor! This update involves fixing an issue with the payment screen not loading for some users. We also fixed the Square chip reader functionality by introducing a new Square Mobile Payments SDK. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.44 06/18/2025 Thanks for using The Customer Factor! This update involves fixing an issue with the payment screen not loading for some users. We also fixed the Square chip reader functionality by introducing a new Square Mobile Payments SDK. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates. 6.6.43 06/18/2025 Thanks for using The Customer Factor! This update involves fixing a few minor issues such as items not copying over to jobs when converted from an estimate and fixing the Square chip reader functionality by introducing a new Square Mobile Payments SDK. So for those of you who process credit cards using Square (recommended) this makes it more streamlined when taking payments. 6.6.42 06/14/2025 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. 6.6.41 01/25/2024 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! 6.6.40 01/15/2024 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. 6.6.39 05/13/2023 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. 6.6.38 01/19/2023 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. 6.6.37 12/30/2022 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! 6.6.36 12/26/2022 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! 6.6.35 07/02/2022 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. 6.6.34 02/17/2022 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. 6.6.33 01/19/2022 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! 6.6.32 01/10/2022 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. 6.6.31 11/13/2021 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. 6.6.30 10/31/2021 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. 6.6.29 10/22/2021
The Customer Factor version 6.6.51
Updated At: 2026-02-13
Changes: Thanks for using The Customer Factor! This update provides an id number with each prospect and customer along with some overall bug fixes such as fixing a rounding error when processing credit cards using square and a phone number display issue for subusers given no phone permissions. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates.
The Customer Factor version 6.6.50
Updated At: 2025-09-28
Changes: Thanks for using The Customer Factor! This update solves an issue with multiple photos not able to be uploaded within a customer or prospect profile. The display of confirmation emails and confirmation text messages was also improved upon. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates.
The Customer Factor version 6.6.49
Updated At: 2025-09-19
Changes: Sep 19, 2025
Version 6.6.49
Thanks for using The Customer Factor! This update solves a payment issue that users in countries outside the U.S. were experiencing when paying via Square. Some other minor improvements were made also. And stay tuned as we have some exciting updates coming up! We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates.
The Customer Factor version 6.6.46
Updated At: 2025-06-21
Changes: Jun 21, 2025
Version 6.6.46
Thanks for using The Customer Factor! This update addresses an issue reported by some users who were unable to upload multiple photos from their device when on the Appointment screen. With this update, users can now successfully upload multiple previously taken photos in a single action. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates..
The Customer Factor version 6.6.41
Updated At: 2024-01-25
Changes: Jan 25, 2024
Version 6.6.41
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.
The Customer Factor version 6.6.40
Updated At: 2024-01-15
Changes: Jan 15, 2024
Version 6.6.40
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!
The Customer Factor version 6.6.39
Updated At: 2023-05-13
Changes: May 13, 2023
Version 6.6.39
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.
The Customer Factor version 6.6.52
Updated At: 1970-01-01
Changes: Thanks for using The Customer Factor! This update fixes an issue with estimates being edited. And stay tuned for the next release coming up shortly which will include the highly requested tech notes and the ability to set 2 "customer types" per customer. Some user interface changes will also be introduced. We suggest turning on automatic updates on devices running The Customer Factor to receive regular updates.
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