ServiceTitan vs Customer Factor

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Our analysts compared ServiceTitan 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.

Product Basics

ServiceTitan is a cloud-based solution that provides small to mid-sized businesses with capabilities such as scheduling, dispatching, invoicing, payroll, timesheets, contract management, marketing, sales and customer communications.

It helps companies streamline day-to-day operations, boost customer satisfaction and access data insights anytime and anywhere. With comprehensive reporting inclusions and mobile modules to facilitate field operations, it saves money and time while improving operational efficiency and bottom-line revenue.
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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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$398 Monthly
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$34.95 Monthly
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Product Insights

  • Increased Efficiency: ServiceTitan automates scheduling, dispatching, and routing, reducing manual efforts and freeing up time for more strategic tasks.
  • Enhanced Customer Experience: With real-time updates and easy booking options, ServiceTitan helps businesses provide a seamless and responsive service experience to their customers.
  • Improved Financial Management: The software offers robust invoicing, billing, and financial tracking tools that simplify financial operations and improve cash flow management.
  • Better Decision Making: ServiceTitan's comprehensive reporting and analytics features enable businesses to make informed decisions based on accurate data and insights.
  • Streamlined Inventory Management: The platform provides tools for tracking inventory in real-time, ensuring that businesses have the right parts and supplies when they need them.
  • Increased Sales Opportunities: ServiceTitan includes features for upselling and cross-selling, helping businesses identify and capitalize on additional revenue opportunities.
  • Enhanced Team Communication: With built-in messaging and notification systems, ServiceTitan keeps teams connected and informed, improving coordination and reducing errors.
  • Compliance and Safety: The software helps businesses stay compliant with industry regulations and maintain high safety standards through systematic record-keeping and reminders.
  • Mobile Accessibility: ServiceTitan's mobile app enables technicians to access job details, customer information, and work orders from anywhere, enhancing flexibility and responsiveness.
  • Customer Retention: By providing personalized service histories and follow-up tools, ServiceTitan helps businesses build lasting relationships with their customers, encouraging loyalty and repeat business.
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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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  • Financial Growth  
    • Call Booking: CSRs can access auto-populated customer details before picking up calls. Offer undivided attention to customers by choosing from easy drop-down menus instead of a keyboard. Record and manage incoming customer calls to save call booking information. 
    • Marketing: Create, monitor and edit marketing campaigns. Track and analyze total incoming calls with ads to measure ROI. Create phone numbers for new ads quickly. 
    • Memberships and Contracts: Simplifies building of equipment-based contracts and maintenance memberships. Tailor-make service agreements and contracts for customers. Customize monthly expenses, choose additional maintenance tasks and add service upgrades. Access agreement performance summaries with completed visit details, cost and revenue. 
    • Local Services Ads: Appear among top Google search results when customers search for a relevant product or service. Auto-populates bookings directly to the system dashboard. 
  • Operational Tools  
    • Dispatching: Ensure that the right tech handles the right job by automatic assignment and dispatch based on factors such as technician location, schedule, skill set and more. Other features include a notification center, automatic job confirmations, job history, ACP, project filter, property data display and dispatch notifications. 
    • Scheduling: Schedule complex jobs in advance with suitable technicians. Custom tags allow technicians to flag jobs with details like prior rescheduling, languages spoken and special tool requirements. 
    • Payroll: Offers integrated payroll processing tools, including automated bonuses and live timesheet tracking. Apply performance-based incentives and pay, or import additional pay items through spreadsheets or API for job costing. 
    • Timesheets: Automatically documents wrench time, vendor runs and technician drive hours on individual timesheets for field employees. Configure start and overtime in a single click. Office employees can view payroll histories and clock in and out in real time. 
  • Real-time Insights  
    • Reporting: Dynamic dashboards offer tailored KPIs and metrics. Track KPI goals, gain insights into call times and filter transactions based on date range or business unit. Receive live updates on membership sales and revenue generated by each technician. 
    • QuickBooks: Integrates with QuickBooks to handle accounting. Capture customer purchases and export invoices to QuickBooks in real time. 
    • Sage Intacct: Offers integration with Sage Intacct. Office networks can operate in synchronization and update financial records with a single entry. Authorized employees and owners can access financial information on mobile devices. 
    • Job Costing: Access and monitor costing breakdowns like labor, equipment and raw material and receive real-time updates. Get alerts whenever a bill is due to be accepted. 
    • TitanAdvisor: Get a best-practices guide and receive personalized tool recommendations suitable for a specific business. Utilize features to their optimum value with in-built playbooks guided setup. 
  • Customer Assistance  
    • Mobile: Enable quick and better field operations with mobile apps for field technicians to download schematics, handle bills and orders and manage inter-staff communication. 
    • Customer Experience: Send ETAs with technician bios for appointment reminders to customers. Confirm or reschedule appointments and ask questions over SMSs. Enables customers to track service technicians. 
    • Payments: Automatically processes recurring membership payments in custom intervals and batches. Field staff can capture images, credit cards and checks or send personalized links to the payment portal. 
    • Financing: Complete applications with easy data access to customer profiles. Facilitates instant approvals, automatic finance calculations and customizable financing rules for individual customers. 
    • Property Data: The property data display offers CSRs with crucial information such as property size, age, interiors and location. 
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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

#2

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

ServiceTitan
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 98 100 73 93 86 92 92 65 86 82 83 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 208 reviews
Excellent User Sentiment 20 reviews
90%
of users recommend this product

ServiceTitan has a 'excellent' User Satisfaction Rating of 90% when considering 208 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.

1.0 (1)
n/a
4.2 (45)
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4.6 (154)
5.0 (10)
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5.0 (10)
4.1 (8)
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Awards

SelectHub research analysts have evaluated ServiceTitan and concluded it earns best-in-class honors for Customer Management. ServiceTitan stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Customer Management Award

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

User Favorite Award

Synopsis of User Ratings and Reviews

Core Features and Functionality: Nearly 95% of users who mention the core features and functionality concur that this system is a well-rounded product built to meet industry-specific requirements.
Customer Support: Approximately 53% of users who talk about customer support mention that the support staff is quick to respond, friendly and knowledgeable.
Easy to Use: About 80% of users who mention user-friendliness recommend the software for its ease of usage.
User Interface: As many as 54% of users who refer to the user interface note that the software is intuitive and easy to navigate.
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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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Cost: 100% of the users who talk about pricing report that it is a pricey product, which can be a detrimental deciding factor.
QuickBooks Integration: Approximately 60% of users who mention QuickBooks integration note that the integration is glitchy and requires double inputs in both solutions, making it redundant.
User Adaptation: Nearly 100% of the users who refer to onboarding and user adaptation agree that the product has a steep learning curve.
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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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ServiceTitan garners praise for its user-friendly interface and comprehensive features, particularly its scheduling, dispatching, inventory management, and reporting capabilities. Users appreciate the software's ability to streamline operations and enhance productivity, highlighting features like automated job confirmations, technician bios, real-time customer notifications, and convenient payment options. The platform's robust project management tools, including real-time project tracking, budget management, and automated payment applications, are also commended for their effectiveness in keeping projects on track and profitable. Despite its strengths, some users express concerns about ServiceTitan's cost, which can be a barrier for smaller businesses. Additionally, the software's limited integration with other systems can pose challenges for businesses with existing technology stacks. While ServiceTitan offers a competitive feature set comparable to platforms like Salesforce Service Cloud and Microsoft Dynamics 365 Field Service, its affordability often sets it apart. ServiceTitan is best suited for businesses, regardless of size, seeking to optimize their field service operations. Its comprehensive features cater to various industries, including HVAC, plumbing, electrical, and pool services. The software's ability to automate tasks, improve communication, and provide real-time insights empowers businesses to enhance efficiency, customer satisfaction, and profitability.

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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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Screenshots

Top Alternatives in Field Service Management Software


Dynamics 365 Field Service

FieldEdge

Housecall Pro

IFS Field Service Management

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Kickserv

mHelpDesk

Oracle Field Service

Salesforce Field Service

Service Fusion

ServiceMax

ServicePower

simPRO

Workiz

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