What types of businesses is The Customer Factor best suited for?
The Customer Factor is designed especially for service-based businesses — for example: window cleaning, pressure washing, carpet cleaning, home services and similar. It helps manage customers, scheduling, invoicing, and follow-up.
Can I manage scheduling, jobs and tasks all in one place?
Yes. The software supports scheduling of estimates, jobs, personal appointments and tasks. It provides a calendar interface with multiple views, color coding, job totals and more.
Does it support mobile access?
Yes. You can view calendars, schedule, print or email invoices and proposals, take photos, accept payments — all on the go via mobile access.
What kinds of invoicing and payment features are available?
You can create professional invoices with extensive customization, email or print them, and accept credit-card payments through fully integrated credit card processors.
Is there reporting built-in?
Yes. The Customer Factor includes multiple reports such as sales, profit & loss, sales taxes, expenses, employee pay/hours, and income forecasts.
How is customer follow-up handled?
The software offers automated follow-up tools (for example drip campaigns and daily reminders) to help you stay in touch with your customers and reduce lost leads or service renewals.
How long has this solution been in business?
The Customer Factor was launched in 2004 by its founder, who came from a service-business background (window cleaning) and built the tool to solve real-world business problems.
