The Customer Factor

The Customer Factor

About this app

Android App Feature List

- Customers and Prospects
- Searchable
- Add new
- Edit existing data
- Add/upload photos
- View customer job history and prospect estimate history
- Convert estimates to jobs seamlessly.

- Appointments
- Schedule jobs, estimates, tasks, or personal appts.
- Edit/Reschedule/Delete
- Time tracking for jobs
- Send an "I'm on the way" text message
- See a street view of each appointment

- Invoice
- Generate Invoice
- View Invoice PDF
- Pay Invoice (Third party API is used for Credit Card processing)
- Capture customer signature.
- Email Invoice with predefined template text
- Print Invoice if connected to an air printer

- Estimate/Proposal
- Generate Estimate
- View Estimate PDF
- Capture prospect (or customer) signature.
- Email Estimate with predefined template text
- Print Estimate if connected to an air printer

We update our apps regularly with new features and to make sure they're at 100%, so we suggest turning on automatic updates on devices running The Customer Factor app.

Ratings and reviews

At this point I keep this CRM because it's cheap but it is kind of annoying. one of the big issues is sinking. when I schedule a job it can take up to an hour for it to sink with my calendars. and it's not my phone or Network because all my other apps sync quickly. it's got a lot of good features but there are also a few downsides.

I purchased the year subscription to Customer Factor and had a hard time figuring it out (totally my fault, I'm not a quick learner when it comes to new apps). Unfortunately I had customers waiting for invoices so I just decided to go with another platform, and when I contacted the developer of CF and told them I needed to delete my account, they immediately acted on my request & to my surprise, sent me a very fair refund for the remainder of my subscription! They also took the time to explain all the features and show me how awesome Customer Factor really is. Needless to say, I will be switching back as soon as we get to winter & our schedule slows down enough for me to learn how to use it. Customer factor is way better priced than the others, and they are very helpful if you actually reach out to them for assistance. I would highly recommend this app for small service businesses!

I have used this program for years. The program itself is very good. However , customer service is the biggest downfall. I called in to make a payment and get my account fixed and have been told to pay by a link. Put info into the link. It didn't work. Called back to make sure everything was OK, but I couldn't reach anyone. Reached out through email and was told they would look into it. I was told I'd get a call within an hour and that Steve is the only one who can process payments. No call!!!

What’s new

Thanks for using The Customer Factor! This updates fixes a recent edit issue some users were experiencing along with a few other miscellaneous fixes. We also made some important changes to comply with Google policies for platform updates and security which will allow us to build features at a faster pace! We update our apps regularly so we suggest turning on automatic updates on devices running The Customer Factor.