Customer Factor vs FieldAware

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Our analysts compared Customer Factor vs FieldAware based on data from our 400+ point analysis of Field Service Management Software, user reviews and our own crowdsourced data from our free software selection platform.

FieldAware Software Tool

Product Basics

Customer Factor is a comprehensive software solution designed to streamline service management tasks such as scheduling, invoicing, and customer relationship management. It is particularly well-suited for small to medium-sized service-based businesses, including cleaning services, landscaping, and HVAC companies, due to its user-friendly interface and robust feature set. The software offers significant benefits, including improved operational efficiency, enhanced customer communication, and increased revenue through better job tracking and follow-ups.

Popular features include automated appointment reminders, detailed reporting, and seamless integration with accounting software. Users appreciate its intuitive design and the ability to manage multiple aspects of their business from a single platform. Compared to similar products, Customer Factor is often praised for its affordability and ease of use, making it a preferred choice for businesses looking to optimize their service management processes.

Pricing details can vary based on the specific needs and scale of the business, so it is recommended to contact SelectHub for a personalized pricing quote. This ensures that users receive a tailored solution that fits their budget and operational requirements.

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FieldAware is a cloud-based solution that helps field service businesses manage their daily operations such as scheduling, dispatching, routing, work order management, asset management, customer management, time tracking, invoicing and reporting. It increases productivity, expedites payment cycles, generates more revenue and improves customer satisfaction.

Its mobile-first technology and open API enable a bidirectional flow of information and data between field and back-office staff as well as other web-based products to provide a complete ecosystem for service automation.
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$34.95 Monthly
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$70/User, Monthly
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Mobile
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Videos
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Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
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Knowledge Base
24/7 Live Support

Product Insights

  • Increased Efficiency: Automate routine tasks such as scheduling and invoicing, freeing up time for more strategic activities.
  • Enhanced Customer Experience: Provide timely updates and reminders to customers, improving communication and satisfaction.
  • Improved Accuracy: Reduce human error by automating data entry and calculations, ensuring more reliable information.
  • Centralized Information: Store all customer and service data in one place, making it easier to access and manage.
  • Scalability: Easily scale operations as your business grows without the need for significant additional resources.
  • Better Resource Management: Optimize the allocation of staff and equipment, ensuring resources are used effectively.
  • Data-Driven Insights: Generate detailed reports and analytics to make informed business decisions based on real-time data.
  • Cost Savings: Reduce operational costs by streamlining processes and minimizing manual labor.
  • Enhanced Collaboration: Facilitate better teamwork with shared access to schedules, customer information, and task lists.
  • Compliance and Security: Ensure data is stored securely and comply with industry regulations, protecting both your business and your customers.
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  • Automate Workflows: Automate daily operations such as scheduling and dispatch, invoicing and work order management to save time, eliminate manual errors and boost revenue. 
  • Easy to Use and Adopt: Access the system via optimal screen resolutions, intuitive menus, legible data fields and seamless workflows to facilitate faster work order completion. 
  • Configurable and Flexible: Accommodate unique business and workflow requirements for multiple types of fieldwork and industries with its highly configurable, extensible and flexible software. 
  • Improve Operational Visibility: Get complete operational visibility and control with live status updates for work orders, technicians, assets and invoices from a central dashboard. 
  • Increase Customer Satisfaction: Improve first-time fix rates and meet service level compliances to improve customer satisfaction and decrease customer churn. 
  • Rapid ROI: Facilitate fast implementations and easy adoption to get the business up and running, contributing to rapid ROI.  
  • Scalability: Scale enterprise-level features and capabilities to accommodate unique business requirements with efficient toolkits for product enhancements, implementations, training and support. 
  • Made-for-Mobile Solution: Enable field technicians to access work orders, track assets, plan efficient routes, add job documentation, access customer work history, raise invoices, communicate with back-office staff and get customer signatures through fully-featured native apps for iOS and Android devices. 
  • Offline Accessibility: Leverage offline accessibility for remote locations. Sync data as soon as the internet is available. 
  • Open API: Integrate FieldAware with existing business software for ERP, accounting, CRM or custom solutions with an API based on the JSON data-interchange format. 
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  • Calendar Management: Manage all staff and work orders centrally with a color-coded calendar to track schedules and timesheets for all field staff members, teams and job statuses. Sync events directly to Google Calendar or iCal and send automated reminders and notifications to stay on time. Notify field staff of schedule changes with push notifications. 
  • Dashboard: Get a real-time visual overview and analytical insights into key business operations with a drag-and-drop widget-based dashboard. Access a live activity feed to view updates from all work orders — requested, in-progress, upcoming and due. 
  • Estimates: Create customizable quotes and estimates using templates, add required products and services, and adjust margins and mark-ups based on client or job type. Share estimates with clients through email and text messages. 
  • Invoicing: Create and share customizable invoices individually or in bulk, using pre-built templates. Track sent invoices for timely payments, automate payments for recurring jobs by saving credit card details and follow-up past due invoices. 
  • Credit Card Processing: Facilitate instant invoice payments through credit cards. Send payment requests through mail or SMS. 
  • Email Automation: Sync all emails, sent and received, from the email service provider to the platform so that no information is left behind, improving response time and quality. Engage the right contacts in drip campaigns and newsletters using pre-built customizable templates. 
  • Automated Text Messaging: Send automated SMS reminders to customers for quotes, estimates, invoices, site visits, reviews and feedback. 
  • Website Sync: Enable easy scheduling and account management by integrating a customizable widget on the business website. 
  • Integrations: Use pre-built and custom integrations with popular business software to sync data and manage work without switching between platforms. 
  • Photo and Document Uploads: Capture, store and share images, diagrams, notes, field reports and graphs with back-office staff and clients over job reports. 
  • Reminders: Send automated reminders to field staff for daily tasks and appointments. 
  • Employee Management: Let employees log in and manage information with unique login credentials. Set up role-based access levels for each employee. Track time spent on jobs and commutes and maintain performance levels on individual and team levels. 
  • Custom Fields: Create unlimited custom fields for each prospect and customer to receive and store information. 
  • Expense Tracking: Keep track of single or recurring expenses, along with expense type, description, mileage and vendor information. 
  • Reports: Access data-rich reports for all aspects of business, such as job profits, lead generation, revenue generation, marketing ROI, payroll, invoice, transaction, timesheets and more. Customize reports using search and filters to view real-time data and handle critical decisions. 
  • Forecasts: Analyze past trends to forecast future work order flows, income and profits. 
  • Mobile Apps: Get full mobility and real-time accessibility with native apps for iOS, Android and Windows. 
  • Reviews and Feedback: Collect customer reviews and feedback after each work order to continually improve service levels. 
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  • Scheduling and Dispatch: Automate job scheduling and dispatch based on service regions, technician skills, location and route efficiency. View real-time location and availability of field workers to assign jobs and dispatch resources efficiently. 
  • Route Optimization: Cut down transit time, and optimize route planning with the most cost-, time and fuel-efficient route for each field technician and corresponding work orders. 
  • Work Order Management: Create work orders with customer location, contact information and service requests, associated tasks and checklists, required assets and equipment, service history, photos and manuals. 
  • Asset Management: Maintain a detailed record of assets to schedule maintenance, recognize upsell opportunities, and document issues and repairs. 
  • Barcode Scanner: Enable field staff to scan barcodes to pull up item or asset details, including make, model and serial number while adding notes, photos and attachments to assets and tasks. 
  • Customer Portal: Create a branded customer portal to let customers submit word order requests, check job statuses and service history, access invoices and pay bills. 
  • Forms:  Create and maintain editable PDF forms to manage incident reports, safety checklists and customer surveys. Form data automatically synchronizes with jobs and other business solutions to maintain transparency of information. 
  • Knowledge Management: Maintain a knowledge base for field staff to share business expertise, standard operating procedures and tips in the form of documents, videos and images. 
  • Alerts and Notifications: Send real-time updates to field staff about work order allocation. Notify customers through email and SMS at all stages of the service cycle. 
  • Time Management: Manage employee timesheets for each work order and record labor costs for seamless payroll processing. 
  • External Integrations: Get pre-built integrations with NetSuite, QuickBooks, Salesforce, Xero and CentralBOS. Open API facilitates custom integrations with other accounting, ERP, CRM and business solutions, as required. 
  • Invoicing: Create and share customizable and brandable estimates, quotations, invoices, waiver forms and work orders on the field through SMS or email. Capture client signatures, collect payments and sync transactional data with accounting tools. 
  • Reporting and Insights: Access 12 standard reports and an intuitive report builder to monitor key performance indicators and visualize data at a glance. 
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Product Ranking

#56

among all
Field Service Management Software

#69

among all
Field Service Management Software

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User Sentiment Summary

Excellent User Sentiment 20 reviews
Fair User Sentiment 62 reviews
100%
of users recommend this product

Customer Factor has a 'excellent' User Satisfaction Rating of 100% when considering 20 user reviews from 2 recognized software review sites.

66%
of users recommend this product

FieldAware has a 'fair' User Satisfaction Rating of 66% when considering 62 user reviews from 1 recognized software review sites.

5.0 (10)
3.28 (62)
5.0 (10)
n/a

Awards

Customer Factor stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

Easy To Use: Customer Factor is known for its user-friendly interface, making it simple for business owners and employees to learn and use effectively.
Mobile Accessibility: The software is accessible on mobile devices, allowing users to manage their business on the go, such as checking schedules and communicating with customers while in the field.
Comprehensive Features: Customer Factor offers a wide range of features designed specifically for service-based businesses, including scheduling, invoicing, customer management, and reporting, eliminating the need for multiple software subscriptions.
Improved Productivity and Organization: By streamlining business operations and automating tasks like reminders and follow-ups, Customer Factor helps businesses save time and stay organized, leading to increased efficiency.
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Easy to Use: FieldAware is designed with a user-friendly interface that is simple and straightforward for both office staff and field technicians to navigate.
Streamlined Scheduling and Dispatching: The software provides efficient tools for scheduling and dispatching technicians, optimizing routes, and providing real-time job tracking.
Real-Time Job Tracking: FieldAware allows for real-time tracking of job progress and status updates, keeping everyone informed and improving communication between the office and field teams.
Mobile Accessibility: The FieldAware mobile app empowers field technicians to access job details, customer information, and complete tasks on-the-go, increasing efficiency and productivity.
Integration with Other Software: FieldAware integrates with popular business software such as QuickBooks, streamlining accounting and other business processes.
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Slow Photo Uploads: Users have reported that uploading photos to Customer Factor can be slow, which can be frustrating when trying to quickly document work.
Limited Batch Processing: Some users have expressed a desire for better batch processing features, particularly for tasks like invoicing or sending out communications, to improve efficiency.
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Limited Reporting: FieldAware's reporting features are not as robust as some users would like, limiting the ability to analyze business data in depth.
Minimum User Requirement: A minimum of 20 users is required to use FieldAware, which can be a barrier for smaller businesses.
Customer Support Issues: Some users have reported experiencing challenges with FieldAware's customer support, such as slow response times or difficulty getting issues resolved.
Team Visibility Limitations: Team members cannot view their dispatch assignments directly and rely on the Team Lead for this information, potentially hindering proactive communication and coordination.
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What’s the deciding factor when choosing service management software? User reviews often hold the answer. Customer Factor, a popular choice for businesses in the cleaning industry, boasts an array of features designed to streamline operations. Users consistently praise its user-friendly interface and comprehensive functionality, highlighting its effectiveness in managing services, improving productivity, and tracking customers. A standout feature is its ability to automate tasks such as scheduling, invoicing, and customer management, freeing up valuable time for business owners. One user raved about the group text messaging feature, stating it saved them significant money on postage and streamlined mass advertising efforts. Another user, a window cleaning business owner, praised the software's ability to handle their high volume of scheduling and invoicing needs, emphasizing its affordability compared to competitors priced at over $3,000. However, some users reported occasional app crashes and a steep learning curve due to the extensive customization options. While these issues are acknowledged, they are often outweighed by the software's strengths and responsive customer support. Overall, Customer Factor emerges as a powerful tool for service-based businesses, particularly those in the cleaning industry, seeking to enhance operational efficiency and customer management. Its intuitive design, coupled with robust features and a focus on automation, makes it an ideal choice for businesses looking to ditch the organizational chaos and embrace a more streamlined approach.

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Is FieldAware software really as keen as it seems in the field service management arena? User reviews from the past year reveal a mixed bag. On the upside, FieldAware consistently earns praise for its user-friendly interface, particularly for field technicians who find it intuitive and easy to navigate. This ease of use extends to features like scheduling, dispatching, and time tracking, streamlining daily operations for field teams. Users also appreciate the software's ability to improve back-office efficiency, citing faster invoicing and more detailed job records as key benefits. However, FieldAware isn't without its drawbacks. Some users point to limitations in reporting features, making it difficult to extract in-depth insights from their data. Occasional issues with customer support have also been reported, potentially hindering timely problem resolution. Moreover, FieldAware has been criticized for lacking certain advanced features found in competitors like ServiceTitan, such as automated customer communication tools. For instance, one user pointed out the absence of automatic text message notifications for customers when a technician is on the way. Overall, FieldAware appears best-suited for small to mid-sized businesses with mobile workforces seeking a user-friendly solution for managing core field service operations. Its strengths lie in its intuitive interface, efficient scheduling and dispatching capabilities, and seamless integration with other business software like QuickBooks. However, companies requiring robust reporting features or seeking more advanced automation capabilities might find FieldAware lacking and should explore alternative options.

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