# The Customer Factor > Source: https://dispatchmath.com/the-customer-factor Summary The Customer Factor is a web-based CRM and job management program for small service businesses, with calendars, estimates, invoicing, card processing, automated email and text follow-up, and iOS and Android apps. It is sold as one flat monthly subscription with unlimited employees and subusers. - From: $44.95 a month $37.46 billed annually, 17% less - Open source: No - Category: [Field service software](https://dispatchmath.com/category/field-service-software) - Best for: Window, carpet and house cleaning firms that live off repeat-customer follow-up ![Screenshot of The Customer Factor](https://dispatchmath.com/img/1280/screenshots/the-customer-factor.webp) [Captured](#media-full)27 October 2026 · dispatchmath.com ![Screenshot of The Customer Factor](https://dispatchmath.com/img/1920/screenshots/the-customer-factor.webp)[×](#media) [Visit The Customer Factor](https://dispatchmath.com/go/the-customer-factor) [Alternatives](https://dispatchmath.com/the-customer-factor/alternatives) What we checked - Pages last read: 14 November 2026 - Listed price: From $44.95 a month From its pricing page - AI answers: Not named in any of 56 Buyer questions, November 2026 [How we check](https://dispatchmath.com/methodology) [Editorial policy](https://dispatchmath.com/editorial-policy#not-for-sale) ## The Customer Factor in our research ## The Customer Factor price and terms ### Terms - Free to start: No free plan (limited free use) No standing free plan - Sign up without sales: Yes 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. [![The Customer Factor](https://dispatchmath.com/img/1024/screenshots/the-customer-factor/pricing.webp)](https://dispatchmath.com/img/1920/screenshots/the-customer-factor/pricing.webp) Pricing page, captured 27 October 2026 [thecustomerfactor.com/faqs](https://www.thecustomerfactor.com/faqs/), checked 14 November 2026 ### All plans and limits | Plan | Price | Main limits | | --- | --- | --- | | The Customer Factor | $44.95 a month | None stated | Read 14 November 2026 from [thecustomerfactor.com/pricing](https://www.thecustomerfactor.com/pricing/). ## What we checked on The Customer Factor Yes Partly No What it costs your crew Yes ### 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). FAQ, subscription period answer [thecustomerfactor.com/faqs](https://www.thecustomerfactor.com/faqs/) What it costs your crew Yes ### Cost for 10 users a month $44.95 a month on Monthly subscription for 10 users. On the page: FAQ, subscription period answer FAQ, subscription period answer [thecustomerfactor.com/faqs](https://www.thecustomerfactor.com/faqs/) What it costs your crew Yes ### 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… FAQ, answer to 'Any chance of offering a different subscription period or payment plan?' [thecustomerfactor.com/faqs](https://www.thecustomerfactor.com/faqs/) Checked 27 October 2026 What it costs your crew No ### 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… Join Now page, 'I understand that:' list [thecustomerfactor.com/join-now](https://www.thecustomerfactor.com/join-now/) Checked 27 October 2026 What it costs your crew No ### 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 FAQ, subscription period answer [thecustomerfactor.com/faqs](https://www.thecustomerfactor.com/faqs/) Checked 27 October 2026 What it costs your crew Yes ### 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. Pricing page, 'Consider this…' paragraph [thecustomerfactor.com/pricing](https://www.thecustomerfactor.com/pricing/) Checked 27 October 2026 What it costs your crew Yes ### 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 Pricing page, plan feature list beside the price panel [thecustomerfactor.com/pricing](https://www.thecustomerfactor.com/pricing/) Checked 27 October 2026 What it costs your crew No ### 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 Pricing page, plan feature list [thecustomerfactor.com/pricing](https://www.thecustomerfactor.com/pricing/) Checked 27 October 2026 What it costs your crew Partly ### 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. Features page, 'Credit Card Processing' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 The trades it is built for No ### 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… About page, 'Who is The Customer Factor for?' list [thecustomerfactor.com/about](https://www.thecustomerfactor.com/about/) Checked 27 October 2026 The trades it is built for No ### 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 About page, 'Who is The Customer Factor for?' list [thecustomerfactor.com/about](https://www.thecustomerfactor.com/about/) Checked 27 October 2026 The trades it is built for No ### 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 About page, 'Who is The Customer Factor for?' list [thecustomerfactor.com/about](https://www.thecustomerfactor.com/about/) Checked 27 October 2026 The trades it is built for Yes ### 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 About page, 'Who is The Customer Factor for?' list [thecustomerfactor.com/about](https://www.thecustomerfactor.com/about/) Checked 27 October 2026 The trades it is built for No ### 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 About page, 'Who is The Customer Factor for?' list [thecustomerfactor.com/about](https://www.thecustomerfactor.com/about/) Checked 27 October 2026 The trades it is built for Yes ### 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 About page, 'Who is The Customer Factor for?' list [thecustomerfactor.com/about](https://www.thecustomerfactor.com/about/) Checked 27 October 2026 The trades it is built for No ### 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 About page, 'Who is The Customer Factor for?' list [thecustomerfactor.com/about](https://www.thecustomerfactor.com/about/) Checked 27 October 2026 Running the day Yes ### 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… Features page, 'Calendars Galore' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 Running the day Yes ### 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… Features page, 'iOS and Android Apps' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 Running the day Partly ### 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 Features page, 'Google Maps Integration!' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 Running the day Yes ### 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… Features page, 'Automated Text Messaging' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 Running the day Partly ### 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… Features page, 'iOS and Android Apps' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 Quotes and getting paid Yes ### 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! Features page, 'Estimating' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 Quotes and getting paid Yes ### 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… Features page, 'Invoicing' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 Quotes and getting paid Yes ### 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… Features page, 'Credit Card Processing' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 Quotes and getting paid Partly ### 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! Features page, 'Credit Card Processing' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 The office and your customers Partly ### 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. Features page, 'Sync your Website' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 The office and your customers Yes ### 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… Features page, bonus review feature paragraph [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 The office and your customers Partly ### 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! Features page, 'iOS and Android Apps' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 The office and your customers Yes ### 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… Features page, 'Quick Summary' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 The office and your customers Yes ### 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! Features page, footnote under 'Automated Text Messaging' [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 The office and your customers Yes ### 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… Features page, 'Reports' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 What it connects to Yes ### 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… Features page, 'QuickBooks Integration' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 What it connects to Yes ### 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 Features page, 'QuickBooks Integration' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 What it connects to No ### Xero Xero is not offered as an integration. On the page: Features page, 'QuickBooks Integration' section Features page, 'QuickBooks Integration' section [thecustomerfactor.com/features](https://www.thecustomerfactor.com/features/) Checked 27 October 2026 Where it is sold No ### 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. FAQ, 'What forms of payment do you accept?' answer [thecustomerfactor.com/faqs](https://www.thecustomerfactor.com/faqs/) Checked 27 October 2026 Trying it, starting and getting help Partly ### 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… FAQ, demo question [thecustomerfactor.com/faqs](https://www.thecustomerfactor.com/faqs/) Checked 27 October 2026 Trying it, starting and getting help Yes ### 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. Join Now page, signup terms list [thecustomerfactor.com/join-now](https://www.thecustomerfactor.com/join-now/) Checked 27 October 2026 Trying it, starting and getting help Partly ### 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,… FAQ, 'Is The Customer Factor complicated to use?' answer [thecustomerfactor.com/faqs](https://www.thecustomerfactor.com/faqs/) Checked 27 October 2026 Trying it, starting and getting help Partly ### 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… Cancellation & Refund Policy, 'Cancellations' section [thecustomerfactor.com/cancellation-refu…](https://www.thecustomerfactor.com/cancellation-refund-policy/) Checked 27 October 2026 Trying it, starting and getting help Yes ### 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 FAQ, 'Is The Customer Factor complicated to use?' answer [thecustomerfactor.com/faqs](https://www.thecustomerfactor.com/faqs/) Checked 27 October 2026 Trying it, starting and getting help Yes ### 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 FAQ, data protection answer [thecustomerfactor.com/faqs](https://www.thecustomerfactor.com/faqs/) Checked 27 October 2026 ## The Customer Factor alternatives [All 9 alternatives](https://dispatchmath.com/the-customer-factor/alternatives) - [ServiceM8](https://dispatchmath.com/servicem8) · Job management, scheduling, quoting, invoicing and card payments for small trade and service businesses. · Free, paid plans at $29 a month Checked 6 Nov · [Visit](https://dispatchmath.com/go/servicem8) - [ServiceMonster](https://dispatchmath.com/servicemonster) · Field service CRM for cleaning and exterior-washing businesses: schedule, dispatch, invoice and market. · Priced from $99.99 a month Checked 8 Nov · [Visit](https://dispatchmath.com/go/servicemonster) - [fieldd](https://dispatchmath.com/fieldd) · All-in-one booking, scheduling, payments and marketing software for mobile and shop service businesses. · Priced from $199 a month Checked 4 Nov · [Visit](https://dispatchmath.com/go/fieldd) - 6 more alternatives · 8 of the 9 publish a price. · [See all 9](https://dispatchmath.com/the-customer-factor/alternatives) - [Swept](https://dispatchmath.com/swept) From $150 a month Janitorial software priced per cleaning location with unlimited users, built around proof of work at each site. - [Skimmer](https://dispatchmath.com/skimmer) From $49 a month Pool-service software with water chemistry tools and per-serviced-location pricing. - [Service Fusion](https://dispatchmath.com/service-fusion) On quote Field service software with unlimited users on every plan and QuickBooks Online or Desktop sync from the base plan. - [GorillaDesk](https://dispatchmath.com/gorilladesk) From $49 a month Pest and lawn service software billed by route, so office staff and crew who ride together add no cost. ## Sources and changes Last changed 27 October 2026 Sources on thecustomerfactor.com 7 - Read 14 November 2026 · [/features](https://www.thecustomerfactor.com/features/) - Read 27 October 2026 · [/faqs](https://www.thecustomerfactor.com/faqs/) - Read 7 November 2026 · [/pricing](https://www.thecustomerfactor.com/pricing/) - Read 27 October 2026 · [/join-now](https://www.thecustomerfactor.com/join-now/) - Read 8 November 2026 · [/](https://www.thecustomerfactor.com/) - Read 27 October 2026 · [/about](https://www.thecustomerfactor.com/about/) - Read 27 October 2026 · [/cancellation-refund-policy](https://www.thecustomerfactor.com/cancellation-refund-policy/) ## Similar in Field service software [See all in Field service software](https://dispatchmath.com/category/field-service-software) - [WEX Field Service Management](https://dispatchmath.com/wex-fsm) All-in-one scheduling, dispatch, proposals and payments software for home service contractors. From $69 a month - [Workiz](https://dispatchmath.com/workiz) Dispatch and billing app with its own phone system and a paid AI that books callers in English, Spanish or French. From $275 a month billed annually - [Yardbook](https://dispatchmath.com/yardbook) Landscaping business software with a genuinely free, ad-supported plan covering scheduling, estimates and invoicing. Free plan, then $34.99 a month - [ZenMaid](https://dispatchmath.com/zenmaid) Scheduling, dispatch and billing built only for maid services, priced by the size of your cleaning team. From $19 a month ## Is The Customer Factor yours? It's free and marks the page as verified. You confirm it with an email at thecustomerfactor.com. 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