Introduction to HouseCall Pro and The Customer Factor
When it comes to running a home service business, having the right tools is important. Two names that often come up are HouseCall Pro and The Customer Factor. Both are designed to help businesses keep track of customers, jobs, payments, and schedules. But while they both aim to do similar things, they go about it in different ways.
If you’re a plumber, HVAC tech, cleaner, or any type of home service pro, your work takes you out into the field every day. Managing your business from your phone or computer can save time and help you keep things organized. HouseCall Pro and The Customer Factor are both CRM 43 software tools — this means they help you stay on top of customer relationships while handling day-to-day business tasks. Picking the right one depends on what features you need, how much you’re willing to spend, and how you like to work.
What is HouseCall Pro?
HouseCall Pro is a tool that helps home service businesses run smoother. It’s used by plumbers, HVAC specialists, electricians, carpet cleaners, pest control teams, and more. More than 180,000 professionals use HouseCall Pro. They’ve handled over 100 million jobs with it! The software works from both a mobile app and a website, so you can manage your schedule, send invoices, and take payments no matter where you are.
Some of the features include drag-and-drop scheduling, mobile payments, job costing, and tracking how much money each job earns. You can also send quotes, collect online reviews, and track conversations with customers. It even has tools for managing employees, like time tracking and GPS. If your business is growing, you can add more tools like financing options or even a call answering service.
Pricing and Packages for HouseCall Pro
HouseCall Pro has different plans based on where your business is at. The Basic plan starts at $79/month but is cheaper if you pay for a whole year at once. It includes invoicing, scheduling, employee chat, and card payments. This plan is great if you’re running a small business with just one employee.
The next plan, Essentials, is for businesses with up to 5 users. It adds features like QuickBooks integration, full job reports, GPS tracking, and more tools to help your crew stay organized. This runs $189/month if paid monthly, or $149/month annually.
The biggest plan, MAX, is made for growing businesses with more than five team members. It includes everything from the other plans and adds extras like an onboarding helper, advanced reporting, and custom pricing tools. Pricing for this plan depends on what your company needs, so you’ll have to talk directly with HouseCall Pro.
There are also add-ons, like a sales proposal builder or recurring job scheduling. These cost extra each month, so it adds up depending on how much you need. But a good part is that you can pick and choose only the features you want.
How HouseCall Pro Helps You Run Your Business
HouseCall Pro gives you tools to make your day-to-day work go smoother. When a new customer books a job online, it shows up in your app. You can see all the details in one place and send someone to the job. When the work is done, you can send the invoice right from your phone and even take a card payment on the spot.
The system also helps you look at how much each job costs and how much you’re making. This is useful when planning jobs and growing your company. Features like GPS tracking let you see where your team is, which helps with making smarter scheduling choices.
You can also stay in touch with your customers using texts and emails. There’s even a way to track which jobs came from your ads on Facebook or Google. If you use YacDaddy, your HCP data will sync directly, making things even easier when it comes to turning those jobs and photos into content that brings in more sales.
What is The Customer Factor?
The Customer Factor is another tool for home service professionals, and it’s been around for a while. It helps business owners keep track of customers, appointments, and payments. One main difference you’ll see right away is the pricing: The Customer Factor is a flat $44.95/month no matter how big your team is. There are no hidden fees, setup costs, or long-term contracts.
This software gives you unlimited users, unlimited data, and unlimited file storage. So even if you have thousands of customers and want to save hundreds of job photos, you don’t have to worry about paying extra. It’s a simple system with a focus on function over fancy features.
How The Customer Factor Supports Your Business
The Customer Factor keeps things straightforward. You can enter new jobs and customers, send appointment reminders, track payments, and upload photos that stay attached to each job. Workers can log in and see what jobs they have. Business owners can pull up reports to see which customers bring in the most money.
The system is also built to let you grow. Want to email everyone who hasn’t had service in a while? You can. Want to keep records of how each job went, including before and after photos? That’s in there too. It also works well for businesses that like having control over how they manage tools—like phone numbers or VoIP calling.
One thing to consider is that while The Customer Factor gives you lots of tools, the setup isn’t as smooth as HouseCall Pro. Connecting tools like Twilio for call tracking or texting needs a bit more tech knowledge.
Customer Support and Learning Options
HouseCall Pro provides help in many forms. There’s phone support, built-in chat in the app, webinars, an online learning university, and even a forum where users can talk and share tips. This setup is helpful for businesses just starting out or hiring new people who need training.
The Customer Factor keeps things simpler but does offer support, too. You can reach out by email or phone. While it doesn’t have big learning centers or as many online events, the straightforward setup means you may not need as much help figuring things out in the first place.
If you’re looking for a software that’s easy to pick up with a lot of guidance, HouseCall Pro might be a better match. If your style is to figure things out hands-on and you want something solid with no fluff, The Customer Factor keeps it simple.
Using YacDaddy with HouseCall Pro and The Customer Factor
YacDaddy integrates with both of these CRMs. For HouseCall Pro users, your scheduled jobs and new customer leads automatically show up in the YacDaddy app. This helps us turn your project photos and job data into marketing content that brings in new customers. You also get notifications when new leads come in, saving you time and data entry.
With The Customer Factor, it works a lot the same way. Once you schedule a new job, YacDaddy gets the info and helps create jobsite photo content. Your customer calls from Twilio are pulled into the system and turned into helpful content that can be used to answer common questions or boost your website’s performance on Google.
And in both cases — whether you’re using HCP or TCF — we can track the full journey from a lead to a job. That way, you know whether your phone calls and website traffic are leading to actual business. That’s the YacDaddy way: turn your real work into results you can see.
Which CRM is Right For You?
If you’re just looking for the lowest price with unlimited everything, The Customer Factor may be a good starting point. At $44.95/month, it’s hard to beat, and many business owners love having a simple system that doesn’t try to upsell them.
HouseCall Pro, on the other hand, comes with more built-in tools, deeper reporting, and more polish. It costs more, especially if you start adding extras, but it does give you more automation and ways to track job success. If you’re serious about growing and want a tool that scales with your business, HCP might be worth the cost.
It really comes down to what you need. Do you want a tool that’s easy to grow with but costs more? Or something that sticks to the basics and saves money while still getting the job done?
Final Thoughts
Both HouseCall Pro and The Customer Factor help you keep your business organized and running on time. HouseCall Pro is smooth and easy to use with tons of features, but you’ll pay more as you grow. The Customer Factor keeps things basic and affordable—even though its design looks a bit outdated.
Either way, both tools can pair up with YacDaddy to help you make the most of your business. You’re already out there doing great work. Turn that work into new jobs and more money without spending hours on marketing. Download the YacDaddy mobile app for free today and let your jobsite photos do the talking.
