Customer Factor vs simPRO

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Our analysts compared Customer Factor vs simPRO 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.

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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simPRO is a comprehensive software solution designed to streamline field service management for businesses, particularly those in industries such as electrical, plumbing, HVAC, and security. It is best suited for trade and service businesses looking to optimize their operations, from scheduling and dispatching to invoicing and reporting. One of the key benefits of simPRO is its ability to enhance efficiency and productivity by automating routine tasks and providing real-time insights into business performance. Popular features include job management, customer relationship management (CRM), inventory management, and financial tracking, which collectively contribute to improved project management and customer satisfaction. When compared to similar products, users often highlight simPRO's user-friendly interface and the depth of its features, although pricing considerations, such as its range and per unit criteria, can vary and should be evaluated based on the specific needs of a business. Payment for simPRO typically follows a subscription model, offering flexibility and scalability to users.

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$34.95 Monthly
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$30/User, Monthly
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Product Assistance

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Live Online
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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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  • Boost Revenue: Gain customers with quoting and estimating capabilities that offer smarter estimations and facilitate real-time quote sharing. 
  • Increase Profit Margins: Boost profit margins for individual jobs using a digital labor calculator that utilizes predefined labor rates for labor efficiency calculations. Ensures profitability by accounting for estimated labor, job difficulty ratings and time allowances. 
  • Streamline Asset Maintenance: Accurately forecast labor requirements for asset servicing up to a year in advance using the maintenance planner. Improves asset life through effective capture, saving and sharing asset test readings and quote defects. 
  • Save Time: Reduce manual work and focus on core business areas with automated data processing. Monitor from multiple sources such as website forms and emails. Collect important business information using customizable forms without manual intervention. 
  • Make Informed Decisions: Promote strategic decisions based on in-depth insights, data visualization and trends from actionable standards and comprehensive reporting. 
  • Improve Business Transparency: Leverage GPS-powered fleet tracking capabilities to monitor vehicle movement, location and driver activity. Ensures asset safety and discourages vehicle idling using geofencing that alerts admin whenever vehicles cross defined parameters. 
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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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  • Estimates and Quotes: Integrates quotes with job management and allows online quote sharing and acceptance. Run quote status reports to review real-time quote status while applying data range filters. Automatically estimates using pre-set labor costs, synchronized vendor catalogs, auto-populated customer details and pre-build assemblies. 
  • Schedules and Dispatches: Leverage smart scheduling to schedule and dispatch staff for specific assets, job types and customers. Schedule service based on zones, maps and routing insights. 
  • Invoice and Payments: Automate invoicing for recurring tasks and payment processing using Square. Data feed tools help extract cost data from the document and automatically populate the invoices. 
  • Accounting Integrations: Provides seamless integration with accounting solutions such as Xero, QuickBooks Online and Netsuite. Streamlines data processing and end-to-end workflows. Directly import vendor, customer and employee information, including payment terms, from the accounting system through an import link. 
  • Mobile Support: Use a cloud-based mobile app to edit or create new jobs, track time, generate quotes, record job data, process payments and capture images and e-signatures. Field service technicians can record notes and access compliance and safety audits. 
  • Fleet Tracking: Monitor vehicle movement through driver activity reports and advance scheduling capabilities. Includes live GPS tracking, travel replays, perimeter definition and schedule alerts with geofencing. 
  • IoT: Track environmental changes and asset failures with managed assets via connected hardware support. Remote asset and environment monitoring helps sustain correct temperatures, prevent flooding risks, ensure building wellness and track equipment current flow. 
  • Inventory Management: Includes real-time warehouse management and inventory control. Monitor and manage material, run digital inventory counts, assign items to individual jobs and manage storage and warehousing locations. 
  • Portals: Request, view and share information with contractors, employees and customers. Offers dedicated portals for customers, employees and contractors to log in and access their information, schedules, labor hours and pending jobs. 
  • Data Automation: Replace manual data entry with automation capabilities through Zapier integration. Offers integration with third-party and accounting applications. Customize essential workflow documents with invoicing, lead capture, testing and quoting templates. 
  • Take-Offs: Upload, sketch and change electronic plans and estimates. Utilize take-offs and update projects, jobs and quotes from any site. 
  • Third-Party Integrations: Integrates with Xero, TSheets, Taxify, SyncEzy, Square, Podium, Dokkit and Gmail. 
  • Add-Ons: Offers several add-ons, including data feed, eForms, SMS, VoIP, maintenance planner, IoT and take-offs. 
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Product Ranking

#56

among all
Field Service Management Software

#71

among all
Field Service Management Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Customer Factor
simPRO
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Billing And Invoicing Customer Management Dispatching Equipment And Asset Management Inventory Management Mobile Capabilities Reporting And Dashboards Routing Scheduling Technician And Contractor Management Work Order Management 100 83 87 80 74 100 100 62 71 95 91 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 20 reviews
Great User Sentiment 233 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.

84%
of users recommend this product

simPRO has a 'great' User Satisfaction Rating of 84% when considering 233 user reviews from 2 recognized software review sites.

5.0 (10)
4.2 (115)
5.0 (10)
4.2 (118)

Awards

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

User Favorite Award

SelectHub research analysts have evaluated simPRO and concluded it earns best-in-class honors for Billing and Invoicing, Mobile Capabilities and Reporting and Dashboards.

Billing and Invoicing Award
Mobile Capabilities Award
Reporting and Dashboards Award

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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Streamlined Workflows: simPRO can automate routine tasks like scheduling jobs, dispatching technicians, and generating invoices, which helps businesses save time and improve efficiency.
Improved Communication: The platform offers features such as real-time messaging and customer portals, which can help businesses improve communication with both their employees and customers.
Enhanced Visibility: simPRO provides businesses with real-time data and insights into their operations, which can help them make better decisions and improve their overall performance.
Mobile Access: With simPRO Mobile, technicians can access job information, update job status, and communicate with the office from their smartphones or tablets, even in remote locations.
Integrations: simPRO integrates with a variety of other business software, such as accounting and CRM systems, which can help businesses streamline their operations and improve data accuracy.
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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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Steep Learning Curve: The extensive features and functionalities can be overwhelming for new users, requiring significant time investment to master the platform effectively.
Customization Challenges: While simPRO offers customization options, they can be complex and may necessitate assistance from the support team or additional development work, potentially incurring extra costs.
Mobile App Limitations: The mobile app's functionality may not fully mirror the desktop version, leading to potential inconveniences for field technicians who rely on mobile access.
Cost Considerations: simPRO's pricing structure, particularly for larger teams or businesses with extensive needs, can be a significant investment, potentially exceeding budgets for smaller operations.
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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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simPRO has garnered positive feedback for its comprehensive features and user-friendly interface. Users appreciate its ability to streamline field service operations, from scheduling and dispatching to inventory management and reporting. The software's flexibility allows it to adapt to various business needs, making it suitable for industries such as construction, manufacturing, and healthcare. simPRO's reporting capabilities have been particularly praised, enabling businesses to gain valuable insights into their operations and make data-driven decisions. Compared to competitors, simPRO is often seen as a more affordable option without compromising on functionality. Users have noted that it offers a comparable feature set to more expensive software, making it a cost-effective solution for businesses of all sizes. The software's ease of use is another advantage, as it reduces the learning curve for new users and allows teams to quickly adopt the platform. However, some users have mentioned that simPRO's mobile app could benefit from further improvements to enhance its functionality and user experience. simPRO is well-suited for businesses seeking a comprehensive and affordable field service management solution. Its user-friendly interface, robust features, and reporting capabilities make it an ideal choice for organizations looking to optimize their field service operations and improve overall efficiency. The software's flexibility and scalability also make it suitable for businesses of all sizes and across various industries.

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