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Settings & Admin
Permissions, users, modules, billing, and integrations
How to Turn Modules On/Off
How to enable and disable industry modules in Settings, and what happens when you toggle them.
Managing User Permissions
How to customize what each user can see and do.
Settings Overview
A tour of all the settings tabs — profile, modules, users, billing, and integrations.
Audit Log
See who changed what and when.
Contact Support
How to reach our support team.
Connect The Customer Factor to ServiceVault Pro via Zapier
Step-by-step guide to automatically sync new prospects from The Customer Factor into ServiceVault Pro using Zapier.