The Customer Factor vs Jobber

The Customer Factor vs Jobber: Which One Is Right for Your Service Business?

Introduction

When you’re running a home service business—like window cleaning, pressure washing, or HVAC—you need the right tools to help keep your jobs, customers, and workers organized. This is where Customer Relationship Management (CRM) software comes in. Today, we’re comparing two popular CRM platforms used by service professionals: The Customer Factor and Jobber.

Both of these CRMs are designed for small to medium-sized service businesses. They help you stay on top of your schedule, appointments, payments, and communication with your customers. But which one is best for your business? Let’s explore their features, pricing, and main differences in a simple, easy-to-understand way.

What is The Customer Factor?

The Customer Factor is a software tool built especially for cleaning and service businesses. It was created by Steve Wright, a former window cleaner who knew what it was like to manage customer relationships while doing hands-on work. Since 2004, The Customer Factor has helped companies stay organized and grow.

Features of The Customer Factor

Customer Management

You can save customer profiles, which include their name, address, service history, and notes. This makes it easy to follow up later. The system even sends you automatic reminders so you don’t forget important stuff.

Scheduling

Use the drag-and-drop interface to schedule jobs, estimates, or follow-up appointments. It works well if you have lots of jobs to keep track of each day.

Calendar Tools

Choose how you want to see your schedule—with color codes, totals for jobs, or printable versions. You’ll always know what’s coming up.

Invoices and Payments

Creating invoices is simple and you can print or email them. You can also connect your account to credit card processors to accept payments, which means getting paid faster.

Reports

Get reports for sales, profits, and even employee work hours. These reports are helpful when reviewing how your business is doing.

Mobile Access

You can log in to your account from your phone or tablet, and manage jobs on the go.

What Makes The Customer Factor Stand Out?

Many users say the platform is easy to use and saves them hours of time. It has a basic design, but it does the job. The tool offers a lot of value for its price and there are no contracts or surprise fees.

One downside? Setup can be tricky. For example, if you want to use phone numbers and call tracking, you have to connect it to Twilio, which can feel hard at first.

The Customer Factor Pricing

The price is $44.95 per month. That’s it. No hidden cost, setup fees, or contracts. You can cancel anytime and start with a 30-day risk-free trial.

What You Get

– Unlimited employees
– Unlimited sub-accounts
– Unlimited emails
– Unlimited photo and document storage
– No contracts
– Cancel anytime
– Lock in your monthly price

This pricing is flat, but the company might add tiered pricing in the future. So it’s better to join now if you’re thinking about it.

How YacDaddy Works with The Customer Factor

If you use The Customer Factor, YacDaddy can make your life easier. Here’s how:
– We pull call recordings from your connected Twilio account and turn them into SEO content.
– When you create a job in TCF, we prefill it inside the YacDaddy app automatically.
– If someone fills out a lead form on your website or Facebook page, we notify you right away and prefill the contact’s info in The Customer Factor.
– We track where your revenue is coming from, like Facebook or Google, so you know what ads are working.

What is Jobber?

Jobber is another popular software used by cleaning, landscaping, plumbing, and HVAC businesses. It’s known for its clean design, many features, and high-quality customer support. It helps business owners schedule jobs, send out quotes and invoices, and manage workers all in one place.

Jobber Pricing Plans

Jobber has several plans. Each one adds more tools depending on how big your business is and what features you need.

Basic Plan – $79/month

Or $59/month if paid annually. Includes:
– 1 user only
– Drag-and-drop scheduling
– Paperless invoices
– Job cost tracking
– Text message updates to customers
– Online booking
– Mobile payments

Essentials Plan – $189/month

Or $149/month annually. Includes everything in Basic, plus:
– Up to 5 users
– QuickBooks integration
– Equipment tracking
– Employee GPS
– Visual price book
– Detailed job reports
– Postcard and email marketing
– Zapier integration

MAX Plan – Contact for Price

For companies with lots of tech needs and big teams:
– Over 100 users
– Advanced reporting
– Open API access
– Phone support with priority service
– Add-ons included like proposal tools and service plans

Extras You Can Buy in Jobber

Jobber also sells extra tools like:
– Sales proposal tool: $40/month
– Flat rate pricing book: $149/month
– Vehicle tracking: $20 per vehi