mHelpDesk vs Customer Factor

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Our analysts compared mHelpDesk vs Customer Factor 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.

mHelpDesk Software Tool

Product Basics

mHelpDesk is a comprehensive software solution designed to streamline operations for businesses in the field service management sector. It is particularly well-suited for small to medium-sized enterprises looking to optimize scheduling, dispatching, billing, and customer service. One of the key benefits of mHelpDesk is its ability to enhance efficiency and productivity by automating routine tasks, allowing businesses to focus more on service delivery and less on administrative duties. Popular features include job scheduling, invoicing, and real-time job tracking, which collectively contribute to improved operational workflows and customer satisfaction. When compared to similar products, users often highlight mHelpDesk's user-friendly interface and robust support as distinguishing factors. Pricing considerations for mHelpDesk typically involve a monthly subscription model, with costs varying based on the number of users and specific features required by the business. This flexible pricing structure ensures that companies can select a plan that best fits their budget and operational needs.

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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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Product Insights

  • Web-based: Built as a powerful and scalable web app, users can access information from anywhere at any time. 
  • Secure Data: Utilizes 256-bit encryption to secure user data that passes through its servers. 
  • Reliable: Boasting a 99.95% uptime using Amazon Elastic Computing Cloud Environments, it provides solid uptimes and timely notifications of service delays. 
  • Data Redundancy: Two copies of user data are stored to provide peace of mind and data security.nbsp;
  • Automation: Reduce manual work and errors by automating billing, communication between customers and teams, note-sharing, work assignments, status updates and more. 
  • Streamline Communication: The integrated message system makes communication between teams seamless. Users can communicate via email, SMS texts and mobile push notifications. 
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  • 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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  • Lead Management: Increase win-rates by as much as 70%, share notes between sales and service teams, automate communications, lead marketplace, status tracking and more are present in the software. 
  • Workflow Management: Users can automate workflows and gain a complete overview of daily tasks. Sends prompt notifications when a task changes. 
  • Scheduling and Dispatch: Schedule and dispatch field technicians as well as integrate with third-party calendars. Allows for automated assignment and smart scheduling to prevent schedule clashes. 
  • Inventory Tracking: Built-in inventory tracking features can schedule orders and send warnings when stock is low. It can also import items from QuickBooks. 
  • Mobile Offline Access:  Automatically detect when internet access is down, and then switch modes, virtually eliminating downtime. Offline mode offers full functionality, minus a connection to backend features. 
  • Mobile Payment Processing: Payment processing integrates into the mobile application. Accepts common credit cards such as VISA, Mastercard, AmEx and Discover. 
  • Customer Portal: Provides a customer portal with the ability to schedule jobs and manage billing. 
  • Billing and Invoicing: Create invoices anywhere at any time and integrate them with QuickBooks’ invoicing software. Offers custom templates as well. 
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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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Product Ranking

#5

among all
Field Service Management Software

#56

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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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 98 87 59 67 83 99 89 53 84 82 86 0 25 50 75 100
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User Sentiment Summary

Great User Sentiment 951 reviews
Excellent User Sentiment 20 reviews
85%
of users recommend this product

mHelpDesk has a 'great' User Satisfaction Rating of 85% when considering 951 user reviews from 4 recognized software review sites.

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.

3.8 (14)
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4.0 (140)
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4.3 (789)
5.0 (10)
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3.3 (8)
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Awards

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

User Favorite Award

Synopsis of User Ratings and Reviews

Functionality: All users liked that it provides all-in-one robust functionality without leaving the platform.
User Interface: The system’s user-friendly interface with color codes makes it easy to manage, understand and navigate, as noted by 94% of reviewers who mentioned ease of use.
Customer Service: More than 91% of reviewers referring to customer support noted that professional services were accessible and responsive.
Tracking/Monitoring: All users liked that it provided a convenient way to keep track of jobs, estimates and appointments.
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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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Map: Around 82% of users said they would like more capabilities added to its map feature.
Performance: Almost all users reported that the software suffers from glitches and regular slow-downs.
Report: It provides limited reports, as observed by 60% of reviewers who referred to communication.
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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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mHelpdesk can automate everything from first customer contact to payment, eliminating the need for manual and paperwork processes. It provides robust tools for customer management, quotation, shipment, invoicing, accounting and reporting. It helps to manage, stay organized and track every stage of the job. Most users liked that customer service teams were easily accessible, responsive and resolved issues quickly. Users said that it would be helpful if the map feature was more interactive, measured distance from jobs and uploaded excel spreadsheets. Reviewers mentioned that reporting capabilities are limited and the system tends to be slow or glitchy.

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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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