The Customer Factor in our research
The Customer Factor price and terms
Terms
- Free to start
- PartlyNo free plan (limited free use)No standing free plan
- Sign up without sales
- YesYes
The terms in full
A demo account is created on email request to support, and every signup carries a 30-day full money-back guarantee; payment details are taken at signup.
Pricing page, captured
thecustomerfactor.com/faqs, checked
All plans and limits
| Plan | Price | Main limits |
|---|---|---|
| The Customer Factor | $44.95 a month | None stated |
Read from thecustomerfactor.com/pricing.
What we checked on The Customer Factor
Cost for 5 users a month
$44.95 a month on Monthly subscription for 5 users.
The monthly subscription option is $44.95 and an annual subscription is $449.50 (2 months free with this option).
Cost for 10 users a month
$44.95 a month on Monthly subscription for 10 users.
On the page: FAQ, subscription period answer
Cost for one person a month
A solo operator pays the same single flat subscription as anyone else, because the price does not vary with the number of users at all.
Currently the only two subscription periods we offer are monthly and annually. The monthly subscription option is $44.95 and an annual subscription…
thecustomerfactor.com/faqsChecked
Promotion and regular price
none - the $44.95 figure is the regular month-to-month rate, not a promotion; the vendor says existing members are grandfathered and never see an increase.
as long as I'm a member of The Customer Factor, my pricing will absolutely NEVER go up! I am grandfathered in at whatever subscription period I…
Quote only
Nothing is sold through sales: the only two subscription periods and both of their prices are published on the vendor's own FAQ page.
On the page: FAQ, subscription period answer
thecustomerfactor.com/faqsChecked
What the price is based on
It is a flat subscription with unlimited users rather than a per-seat price, and the vendor argues per-user pricing makes no sense.
We offer one flat, easy to understand pricing structure with no surprises.
Adding a user
Adding a technician costs nothing: employees and subusers are unlimited on the single plan, with no higher tier to move to.
On the page: Pricing page, plan feature list beside the price panel
Setup or onboarding fee
The plan panel states there are no setup fees and no hidden fees, so the subscription is the whole published cost.
No Set up fees No hidden fees
Card processing rate
Card payments run through three integrated third-party processors and the vendor publishes no rate of its own, so the cost depends on whichever processor you sign with.
We're integrated with 3 credit card processors, Square, Stripe, and Worldpay.
HVAC
HVAC, plumbing, electrical, pest control and handyman businesses are absent from that list and have no pages.
Who is The Customer Factor for? Window Cleaners Maid/Cleaning Services Carpet Cleaners Pressure Washing Companies Landscapers Pool Cleaning Tree…
thecustomerfactor.com/aboutChecked
Plumbing
HVAC, plumbing, electrical, pest control and handyman businesses are absent from that list and have no pages.
On the page: About page, 'Who is The Customer Factor for?' list
thecustomerfactor.com/aboutChecked
Electrical
HVAC, plumbing, electrical, pest control and handyman businesses are absent from that list and have no pages.
On the page: About page, 'Who is The Customer Factor for?' list
thecustomerfactor.com/aboutChecked
Cleaning
Its named audience is cleaning trades plus landscaping, pool and tree work
On the page: About page, 'Who is The Customer Factor for?' list
thecustomerfactor.com/aboutChecked
Pest control
HVAC, plumbing, electrical, pest control and handyman businesses are absent from that list and have no pages.
On the page: About page, 'Who is The Customer Factor for?' list
thecustomerfactor.com/aboutChecked
Pool service
Its named audience is cleaning trades plus landscaping, pool and tree work
On the page: About page, 'Who is The Customer Factor for?' list
thecustomerfactor.com/aboutChecked
Handyman
HVAC, plumbing, electrical, pest control and handyman businesses are absent from that list and have no pages.
On the page: About page, 'Who is The Customer Factor for?' list
thecustomerfactor.com/aboutChecked
Schedule and calendar
Daily, weekly and monthly calendars show appointments by employee or crew with colour coding, and jobs can be scheduled or rescheduled from them.
We've got the standard daily, weekly, and monthly calendars, but we've taken it step further than just the "standard". You can do many different…
Technician app
Both mobile apps let a technician see and change the account on the road, scheduling, invoicing, photographing and capturing signatures from the job.
we have two very powerful apps (iOS and Android) that allow you to take your account with you on the road and do lots of different tasks. You can…
Route planning
It prints the day's driving directions from the daily calendar through Google Maps, but the vendor never claims it reorders stops to cut drive time.
visit the daily calendar and click the "view daily directions" button to print your directions for the day
Texts to customers
Confirmations, appointment reminders and thank-you messages go out automatically by email and by text; the vendor does not mention an on-my-way message with live arrival.
we have integrated with another company that will automate all your text messaging, so you can send automated scheduling confirmations, appointment…
Checklists, photos and signatures
Technicians can take photos and videos and capture the customer's signature in the app, but no checklist or custom job form is documented.
You can schedule, reschedule, take photos, take videos, create/email/print Invoices, create/email/print Estimates and Big Proposals, turn prospects…
Quotes and estimates
Estimates are emailed with an accept token the prospect clicks to approve, and an accepted estimate converts straight into a scheduled job.
Then after your great follow up and and the prospect or customer says "let's do it", you can turn the estimate into a job in a snap!
Invoices
Invoices are created in one click from the calendar in five customisable formats and emailed or printed singly or in bulk; automatic chasing of unpaid invoices is not described.
We currently offer five different customizable invoice formats (with more being developed) where you can add your company logo, insert some…
Card and bank payments
A payment button in the invoice email takes the customer to a branded screen where they can tip and pay, and the invoice is then marked paid automatically.
They can then insert a tip (this can add up) and then click the "Continue" button and make payment. Back in The Customer Factor the invoice…
Fast payouts
The vendor states money lands in your bank one to two days after payment and publishes no faster payout option or fee for one.
1 to 2 days later the money is deposited in your bank. Ca-ching!
Online booking
A script on your website captures an enquiry straight into the account and emails both parties, but it creates a lead rather than booking a slot on the calendar.
They click the button, a window opens, they fill in their info, click submit, and all their information transfers into your account.
Review requests
After a job an automatic email asks whether the customer would recommend you and routes a thumbs-up to the review sites you configured.
a customer receives an email automatically after a job is done, they select thumbs up or thumbs down to the "Would you recommend us" question. They…
Timesheets
The mobile apps include clock in and clock out with time tracking and there is an Employee Pay/Hours report, but no payroll system is named as a destination.
Our apps even offer time tracking and a clock in/clock out feature!
Leads and follow-ups
Prospects are tracked separately from customers and the post-login summary counts who needs following up, including open estimates to chase.
You can immediately see how many customers are due to be contacted (based on their frequency or a previous callback that might have been set) and how…
Marketing campaigns
Unlimited broadcast and drip emails are included in the subscription, printed letters too, while texts carry a per-message charge from the integrated provider.
The text messaging company we've integrated with charges .0075 cents per text. To put it in perspective, that's 1000 text messages a month for $7.50!
Job costing and reports
Reports include profit and loss and per-service revenue, showing what a given job type earned, how many customers took it and the average per customer.
You can even retrieve reports that tell you how much money you made for a specific job that your business offers to customers, the # of customers who…
QuickBooks Online
Both QuickBooks Online and QuickBooks Desktop sync are included in the subscription rather than charged as an add-on
You are able to sync with either QB Desktop or QB Online, so we have you covered regardless which QuickBooks product you have. We've seen software…
QuickBooks Desktop
Both QuickBooks Online and QuickBooks Desktop sync are included in the subscription rather than charged as an add-on
On the page: Features page, 'QuickBooks Integration' section
Xero
Xero is not offered as an integration.
On the page: Features page, 'QuickBooks Integration' section
Australia
Canadian, UK and Australian tax handling is never addressed.
We accept Master card, Visa, Discover, and American express. ... you are also able to pay by Echeck directly from your bank account.
thecustomerfactor.com/faqsChecked
Free trial or free plan
There is no standing free plan, but the vendor will create a demo account on email request and refunds the first 30 days in full.
Do you offer a demo that i can try out? We sure do! Simply send us an email at support@thecustomerfactor.com and include the username (between 5 and…
thecustomerfactor.com/faqsChecked
Sign up without a sales call
You sign up online through the Join Now page and choose a subscription period yourself; no demo call or sales conversation is required first.
I am grandfathered in at whatever subscription period I choose below.
Help getting set up
Seven-day support with phone teaching and video tutorials is included at no extra cost, but no data import or done-for-you setup service is described.
we provide in-depth video tutorials for your viewing pleasure. And of course you can contact our support staff 7 days a week for questions,…
thecustomerfactor.com/faqsChecked
Contract and cancelling
It is month to month with no contract, but cancelling is not self-service: you must phone or email the office to request it.
There are no contracts locking anyone into their subscription, so you can cancel anytime. ... Just call 605-945-6132 or email…
Support
A phone number and support email are published site-wide and staff answer seven days a week, often the developer himself; specific hours are not stated.
you can contact our support staff 7 days a week for questions, situations, phone teaching, or any extra hand holding that you may need
thecustomerfactor.com/faqsChecked
Getting your data out
The vendor says you can back your own data out of the account to your computer or other storage, and recommends doing it after each session.
you can easily backup your own data to your computer, a CD, or any place else that you want to
thecustomerfactor.com/faqsChecked
The Customer Factor alternatives
All 9 alternatives6 more alternatives
8 of the 9 publish a price.
- SweptFrom $150 a monthJanitorial software priced per cleaning location with unlimited users, built around proof of work at each site.
- SkimmerFrom $49 a monthPool-service software with water chemistry tools and per-serviced-location pricing.
- Service FusionOn quoteField service software with unlimited users on every plan and QuickBooks Online or Desktop sync from the base plan.
- GorillaDeskFrom $49 a monthPest and lawn service software billed by route, so office staff and crew who ride together add no cost.
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- ZenMaidScheduling, dispatch and billing built only for maid services, priced by the size of your cleaning team.
Is The Customer Factor yours?
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