Home > Field Service Management Software > Jobber > Jobber vs Customer Factor

Jobber vs Customer Factor

Last Updated: November 18th, 2024

Our analysts compared Jobber 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.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

Get Free Demo Demo Request Pricing Pricing

Product Basics

Jobber is a field service management (FSM) solution designed for small businesses with under 50 employees. Tools like automated follow-up texts and emails, and route optimization, help field service technicians overcome common challenges like missed follow-ups and delays caused by traffic.

It's ideal for teams that want to improve their customer communication and satisfaction with on-the-way texts, job notes, saved payment methods and flexible scheduling. Key benefits include simplifying job management by automatically converting quotes into jobs (and then generating invoices), managing project expenses, streamlining payments and tracking employee time. Plus, it’s available in Spanish.

User reviews praise how easy it is to get started on the app, even without technical knowledge and how visually simple the design is to find what you need, from timesheets to schedules. In contrast, some users have experienced app slowness and lengthy wait times for customer support.

Pricing is broken into monthly or annual plans. It varies depending on the number of users and features:

1 user: $19/mo
Up to 5 users: $89/mo
Up to 15 users: $149/mo
Individual users can be added to any package for $29/mo

There's also a free trial for 14 days that doesn't require a credit card.

Pros

User-friendly platform
Easy Scheduling
Mobile-friendly
Friendly customer support
Easy invoicing and payments
Detailed reports and client histories

Cons

Limited customization
Time tracking only available on select plans
Requires internet connection
Limited integrations
Slow customer support response time

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.

$19 Monthly, single user

Free Trial is available →

Get a free price quote

Tailored to your specific needs

$34.95 Monthly

Free Trial is unavailable →

Get a free price quote

Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Simplify Job Management: Better handle your quotes, schedules, invoices and payments. Cut out redundant entries and errors by entering information once and seamlessly converting it from quote to job to invoice automatically. Attach notes.
Improve Client Relationships: Access client, job and billing details anytime, anywhere, enabling quicker answers to common questions and seamless information retrieval. Keep previous client info handy, including past quotes, jobs, invoices and billing history. Reduce no-shows with booking alerts and customer email confirmations.
Monitor Expenses: Manage project costs remotely by uploading receipts and ensuring timely record updates for purchased materials.
Streamline Payments: Streamline recurring work payments by automatically generating and charging invoices for completed jobs and using your client's saved credit card information.
Integrations:Handle payments and card details directly through Jobber Payments, or use available integrations with Square, Paypal Express and Stripe.
Track Time: Clock in and out on the go, leading to more accurate timesheets and payroll. You can also opt to track your employees' time with location timers automatically. GPS tracking additionally helps assign any last-minute jobs to the closest available technician.
Work On-the-Go: Coordinate with field staff, facilitate job updates, invoice creation and collecting payments in the field with iOS and Android apps.
Foster Improvements: Strengthen customer relationships and enhance performance by following each job with a thank-you and feedback survey to identify top team members and discover key insights for improving future jobs.

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.

Scheduling: Jobber automatically schedules jobs based on your preferences, including service descriptions, estimated prices and time durations. Save time by empowering customers to book appointments online. Facilitate better employee schedule management by specifying the earliest availability and buffer times.
Dispatching and Route Planning: Assign last-minute jobs to the nearest team member, reducing wait times and increasing fuel efficiency. After selecting your starting point, Jobber maps out the most efficient routes with GPS tracking. Stay in the loop with instant notifications and turn-by-turn directions for new jobs or cancellations.
Centralized Information: View on-site instructions, required job forms and checklists to avoid missed steps and ensure effective job completions. Add notes, photos and files to client profiles for future reference and to help build better customer support. Access salary guides to stay on top of current data by state, experience level and job title.
Calendar: Reschedule or reassign jobs with the handy drag-and-drop feature. Choose from five views and use color coding to organize and personalize your tasks.
Invoicing: Compile multiple jobs, then generate and send invoices with a few simple clicks via batch invoicing. Digital invoices are available to send via text or email. Personalize invoices with your branding, contact info and disclaimer. Reduce late or missed invoices with prompts for when it's time to send invoices, either after a visit, completed job or monthly. Send customers email or text follow-ups automatically to remind them of any outstanding invoices.
Payments: Enable online invoice payments that deposit into bank accounts within minutes, including on weekends and holidays, to help your employees get paid faster than with traditional checks. Manage customer relationships with access to previous quotes, job details and billing history.
QuickBooks Integration: Reduce double-entrees and streamline accounting with QuickBooks. Keep all data related to customers, timesheets, invoices and payments up to date.
Time Tracking: Track your time with the flexibility to clock in and out from anywhere. Ensure accurate invoicing and timesheets with automatic time tracking via location timers. Enable time-tracking reminders when workers approach job sites or client homes by setting location timers to reminder mode and start or stop timers with a simple tap.
Expense Tracking: Record expense dates, amounts and employee info. Use pre-built expense reports to simplify filtering, view payroll expenses and categorize them to identify spending patterns for planning future jobs. Capture and add receipt photos to your expense log on the mobile app. Reduce errors by automating reimbursable expenses and marking them as paid.
Team Permissions: Add, deactivate and edit users. Set up permission levels based on roles, including limited worker, worker, dispatcher, manager and admin to control data access. Customize user permissions settings to fit your needs.
Client Manager: Ensure your customer's info is always up-to-date with customizable client profiles. Access key details from the office or on the road, including job histories and communication histories like previous texts and emails.
Online Booking: Empower customers to book appointments online, including through social media. They can fill out a form for services they need, preferred time and date, and from there, jobs show up on your schedule. Set limits on service areas near you, your availability and the maximum distance you'll cover between appointments. Managers can also assign jobs to specific team members.
Job Forms: Streamline your work by completing job forms and uploading on-site photos for record-keeping. The app also guides you through every step of your workflow, including job instructions, checklists and customer follow-ups.
Client Hub: Provide clients with a self-serve portal for sending online work requests and checking, changing and approving quotes. Clients can track appointment details, pay invoices, add tips and share feedback via surveys.
Automated Communication: Reduce no-shows and frustration from miscommunication with customizable on-my-way texts and automated reminders and follow-ups. Templates are available to ensure your customer emails and texts are always prompt and professional.
Quote Management: Create professional, branded, customizable quotes right from your mobile device. Send quotes by email and text message. Clients can remotely view and approve quotes. Get notified when customers view quotes and automate follow-up emails or texts for unanswered quotes.
Credit Card Processing: Facilitate payments in-person or online for one-off jobs and automatically charge customers' saved cards for recurring jobs. For U.S. clients, there's also a Jobber card reader for in-person credit and debit card payments. The processing fee starts at 2.9% (and 30¢ per transaction).
Task Automation: Integrate with Zapier to automate routine tasks and foster a more seamless workflow with 1500+ web apps, including welcome emails via Gmail and getting feedback with SurveyMonkey.
Email and Postcard Marketing: Connect your client list with your Mailchimp account and streamline sending everyone emails and postcards (also helping reduce duplicate or missed messages from manually reaching out). Get assistance with marketing your services and reach new customer prospects via Facebook and Instagram ads.
Booking Assistance: With Google's Local Services Ads, new and potential customers can schedule appointments in your calendar through a Google search.
Reporting: Get over 20 built-in reports, including financial reports with projected incomes, transaction histories, invoice details, payroll and expenses. Export reports and automatically get them sent to your employees' inboxes.
Mobile App: Schedule jobs, create invoices and stay in the loop on schedule changes, client messages and booking requests with push notifications. Use the quick create menu to add new items and build client profiles, track expenses, and generate work requests, tasks and quotes, accessible from nearly every screen in the app to save time.
Chemical Tracking: Select your service address, specific job and the date and time to track chemicals. Add current weather conditions and additional relevant info as needed. Access a chemicals list to view all tracked chemicals and sort through your list by client, date or employee. Download reports via CSV. There's additionally a section for quick facts about chemicals. (Note: This feature is currently not available in the mobile app and is only available on select plans).
Business and Consumer Financing: Provide customers with financing options like monthly installment payments through Wisetack. Additionally, leverage Stripe to streamline secure quick payments at job sites or online.

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.

Product Ranking

#33

among all
Field Service Management Software

#56

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

we're gathering data

100

we're gathering data

Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Jobber

Customer Factor

+ Add Product + Add Product

100%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

100%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

75%

25%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

71%

29%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

13%

87%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

64%

36%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

78%

22%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

50%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

71%

29%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

83%

17%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

88%

12%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

55%

45%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

User Sentiment Summary

91%

of users recommend this product

Jobber has a 'excellent' User Satisfaction Rating of 91% when considering 617 user reviews from 2 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.

4.53 (600)

5.0 (10)

n/a

5.0 (10)

4.75 (17)

n/a

Awards

Synopsis of User Ratings and Reviews

Getting Started: Generally, users found Jobber easy to set up and user-friendly.

Reduces Unpaid Invoices: Users found payment reminders helpful.

Customer Communication: Users enjoyed automated follow-ups for clients, reducing late responses and incomplete jobs.

Scheduling Flexibility: Users could easily add jobs and move schedules as needed, also enjoying the notes function for added transparency.

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.

Scheduling Limitations: The scheduling function left some users wanting more types to choose from, like bi-weekly or monthly.

Navigating the App: Some users experienced a learning curve when setting up payments.

Mobile App Issues: Some users experienced duplicate invoices when using the mobile app.

Customer Support Responsiveness: Some customers reported waiting days to weeks for resolution from customer support.

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.

Jobber, a popular field service management software, caters to businesses operating on the go. It’s suitable for small or medium sized teams and larger companies with dispersed technicians, though the pricing structure may be less ideal for smaller start-ups. Its standout features include online booking, automated reminders and follow-ups, scheduling, dispatching and route optimization. The software also facilitates email marketing through Mailchimp, enabling users to reach their client base effectively and even assisting in customer prospecting via Facebook and Instagram ads. Additionally, Jobber offers booking assistance through Google's Local Services Ads, allowing customers to schedule appointments directly through a Google search.The mobile app enhances flexibility by allowing users to schedule jobs, create invoices and stay updated on schedule changes, client messages and booking requests with push notifications.Users commend Jobber for its user-friendly interface, effective payment reminders and scheduling flexibility. However, some users report drawbacks, including limitations in the scheduling function, a learning curve, duplicate invoices and delays in customer support responsiveness. Additionally, Jobber is more expensive than some of its competitors.Overall, Jobber is a comprehensive FSM solution providing a range of features for efficiency and better customer communication.

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.

Screenshots

Top Alternatives in Field Service Management Software

Dynamics 365 Field Service

FieldEdge

Housecall Pro

IFS Field Service Management

Kickserv

mHelpDesk

Oracle Field Service

Salesforce Field Service

Service Fusion

ServiceMax

ServicePower

ServiceTitan

simPRO

Workiz

Related Categories

Carpet Cleaning Software

Cleaning Service Software

CPQ Software

CPQ Software For Manufacturing

Dispatch Software

Dynamic Pricing Software

GPS Tracking Software

HVAC GPS Tracking Software

HVAC Software

Job Management Software

Job Scheduling Software

Lawn Care Software

Locksmith Software

Machine Shop Quoting Software

Manufacturing Estimating Software

Manufacturing Quoting Software

Pest Control Software

Plumbing Software

Pool Service Software

Pricing Software

Quote Management Software

Quote To Cash Software

Quoting Software

RFP Software

Routing Software

Sales Quoting Software

Service Scheduling Software

Carpet Cleaning Software

Cleaning Service Software

GPS Tracking Software

HVAC GPS Tracking Software

HVAC Software

Job Management Software

Job Scheduling Software

Lawn Care Software

Locksmith Software

Pest Control Software

Plumbing Software

Pool Service Software

Routing Software

Service Scheduling Software

Compare other software products using the SelectHub platform

Head-to-Head Comparison

Jobber VS Dynamics 365 Field Service

Jobber VS FieldEdge

Jobber VS Housecall Pro

Jobber VS IFS Field Service Management

Jobber VS Kickserv

Jobber VS Oracle Field Service

Jobber VS Salesforce Field Service

Jobber VS Service Fusion

Jobber VS ServiceMax

FAQ

How can I do a in-depth comparison of Jobber and Customer Factor? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

What are the top-rated propducts for Field Service Management Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Which Field Service Management Software is rated the highest by users? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Is there a requirement template for Field Service Management Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

SelectHub Products Reporting and Analytics

Build Your Requirements

SelectHub Products Cost and Pricing Guide

Get Your Free Comparison Report

Table settings

Expand all details

Expand all scores

Collapsed view

Priority order