Service Fusion vs Customer Factor

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Our analysts compared Service Fusion 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.

Service Fusion Software Tool

Product Basics

Service Fusion migrates customer details in a digital format, streamlining users’ workflows. Users can view business operations across verticals through a centralized repository for reporting, invoicing, payments, scheduling and customer management. It combines AI and VoIP expertise for improved ease of use, tracks where users get their business and analyzes metrics to improve outcomes. Businesses gain visibility into their remote workforces and fleets to increase technician productivity and fleet tracking capabilities.

Users can manage team safety and health with no-touch support. Remote scheduling and dispatch, bill payments and online estimates, email options and integrated VoIP support field teams. It provides enterprise-level inclusions to small business owners and comes with a flat-rate pricing plan.
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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

  • Centralized Platform:  A centralized platform helps complete tasks like scheduling, managing customer calls and monitoring their fleet. 
  • Touchless Communication:  Send email estimates, e-signs documents and send confirmation emails to customers via touchless communication. Assign jobs and projects to sales representatives. 
  • Easy Scheduling and Dispatch: Schedule jobs for representatives without any overlap. Share job information with field workers’ smart devices using mobile accessibility. Inform customers when a technician is on the way. 
  • Step-by-Step Onboarding: Get started with thorough onboarding procedures designed to get employees up to speed quickly.  
  • Convert From Estimates to Jobs: Create and send job estimates with pre-populated service lines and products. Convert job quotes to assigned jobs. Prioritize jobs, assign jobs to sales representatives, schedule on-site visits for technicians, calculate commissions and more. 
  • Organized Platform: Complete 30-minute tasks in 30 seconds using organized dashboards. Simplify daily tasks while ensuring proper management of technicians, staff and customers. 
  • Communicate in Real-Time: Send SMS notifications to customers and technicians about on-the-way alerts, scheduled jobs and more. 
  • Reduce Paperwork: Send job details to field workers using the mobile app. Mobile employees can view and edit jobs on-the-go and reduce the amount of paperwork needed to process jobs with the mobile app. 
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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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  • Customer Management: Create multiple service locations and customer contacts. Set billing terms and communication preferences, track referral sources and store images, documents and public and private notes. 
  • Scheduling and Dispatching: View all estimates and jobs to shift dates and times with drag-and-drop support. Share information with field workers via a call or text from the dashboard. 
  • Invoicing and Payments: Create invoices for single and multiple jobs. Choose cash, check or credit with the tool’s pre-built free payment gateway. 
  • GPS Fleet Tracking: Gain full visibility into vehicle locations. Records trip histories, allowing users to improve driving behavior without any reliance on drivers’ mobile devices. 
  • QuickBooks Integration: Integrate with QuickBooks to get discounts and automatic syncing of job invoices, deposits and payments. 
  • Estimate Options: Give customers the option to choose between option 1/2/3, good/better/best and replacement vs. repair and more. Create multi-page proposals. Customers can accept or decline estimates online. 
  • Job Photo Upload: Upload photos using a mobile app from the job site. Track jobs back to a technician or customer support session. 
  • Payroll Reports: Monitor office activity, remote workforces, work hours and employees clocking in and out. It auto-populates payroll reports and calculates overtime pay. 
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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

#6

among all
Field Service Management Software

#56

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

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Customer Factor
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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 94 98 76 69 78 75 87 60 57 70 98 0 25 50 75 100
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User Sentiment Summary

Great User Sentiment 334 reviews
Excellent User Sentiment 20 reviews
88%
of users recommend this product

Service Fusion has a 'great' User Satisfaction Rating of 88% when considering 334 user reviews from 3 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.

4.2 (46)
n/a
4.38 (161)
5.0 (10)
4.5 (127)
5.0 (10)

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: The system keeps thorough track of projects, customers, recurring tasks and estimates. It organizes customer databases, adds contacts according to service locations, tracks delivery, streamlines billing, reduces cost and increases efficiency, as noted by 88% of users who talked about the product’s functionality.
Support: The system is backed by efficient customer support that is quick to answer questions about the product, resolve queries and fix issues, said nearly 81% of the reviewers who talked about support.
Cost: Nearly 83% of the users noted that the system doesn’t charge per user and offers flat-rate plans, making it affordable for growing businesses.
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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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Reporting: Reporting capabilities offered by the product are cumbersome, and the customization options are limited, noted nearly 79% of reviewers who mentioned reporting.
Inventory Management: Nearly 82% of reviewers said that the system’s inventory management requires a major overhaul as it lacks manual entries, lacks options to delete an inventory from a warehouse and has issues with its employee applications.
Offline Mode: The product requires a steady internet connection and doesn’t work in places with low bandwidth, said nearly 74% of the reviewers that talked about offline mode.
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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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Service Fusion streamlines day-to-day business operations by keeping track of employees and delivery. It organizes customer databases, stores employee information at a central place, streamlines billing and invoices, automates recurring tasks, clamps inefficiencies and grows with a company’s needs to efficiently handle more volume. Its diverse capabilities help replace smaller products and reduce cost. However, the system offers limited reporting functionalities, requires an overhaul of its inventory management features, doesn’t function in offline mode and lacks a smooth mobile interface.

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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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