Customer Factor vs BuildOps

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Our analysts compared Customer Factor vs BuildOps 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.

BuildOps Software Tool

Product Basics

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.

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BuildOps is a cloud-based field service management (FSM) software designed to streamline field operations. It's ideal for businesses with mobile teams, like contractors and service providers, who need to manage work orders, schedule appointments, track employee time and location, and generate reports. One of BuildOps' key benefits is its user-friendly interface and intuitive workflow. This makes it easy for both office staff and field technicians to adopt and use the software. The platform also offers features that improve field communication and collaboration, such as real-time updates, task management, and GPS tracking. BuildOps is known for its customizable dashboards and reporting capabilities, allowing businesses to track key metrics and gain insights into their field operations. Additionally, the software integrates with popular accounting and CRM systems, providing a comprehensive solution for managing field service businesses. Compared to other FSM solutions, BuildOps offers a competitive price range with different pricing tiers based on the number of users and required features. The software is available on a monthly subscription basis, making it affordable for businesses of all sizes.

Pros
  • User-friendly interface
  • Improved field communication
  • Customizable dashboards
  • Integrates with popular systems
  • Competitive price range
Cons
  • Limited reporting features
  • Occasional bugs and glitches
  • Learning curve for new users
  • Limited mobile app functionality
  • May not be suitable for large businesses
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$34.95 Monthly
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$50 Monthly, Quote-based
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Windows
Mac
Linux
Android
Chromebook
Windows
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Linux
Android
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Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • 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.
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  • Consolidate Data: Achieve greater data visibility by keeping all crucial business information in one centralized digital location. Quickly find, edit and manage every document throughout the job cycle. 
  • Increase Revenue: Identify operational and service trends that provide the greatest ROI and areas that need improvement. Decrease time spent performing suboptimal, time-consuming processes and allow staff to focus on critical tasks. 
  • Boost Productivity: Optimize scheduling and dispatching, and assign the best tech to the job to boost productivity and improve first-time fix rate. Field and office staff have instant access to the information, documents and tools they need when they need them. 
  • Reduce Errors: Automated features and third-party application integrations prevent human error and unnecessary double-entry from impacting your bottom line. Identify and adjust scheduling or workload issues before they arise. 
  • Make Smart Business Decisions: Leverage real-time data, comprehensive reports and instant updates from the field to make well-informed, data-driven decisions. 
  • Go Mobile: The cloud-based mobile application allows technicians and office staff to access organization and job data from anywhere in the world via a desktop or mobile device. 
  • Improve the Customer Experience: Provide technicians and office staff with the information and tools to meet customer needs and expectations better. The customer portal keeps customers in the loop and up to date with their job progression. 
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  • 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. 
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  • Smart Scheduling & Dispatching: Schedule jobs as they come in and assign technicians based on location, skill and availability. 
    • Scheduling & Dispatching Dashboard: View all job information and technician availability on one screen. Plan appointments days, weeks and months in advance and toggle between assigned and unassigned views. 
    • Maintenance Scheduling: Schedule preventative maintenance or part replacement for equipment, vehicles and assets. 
    • Drag-and-Drop Functionality: Assign, reschedule, shorten or extend jobs with one click. 
  • Report Generation: Generate reports on any data point generated by business operations in less than a minute. Create accurate KPI snapshots using up-to-the-moment data, analyze profitability down to asset level and determine profitability per customer. 
  • Field Service App: Technicians can view work orders, gated workflows, site plans, equipment manuals and other critical job information while deployed in the field. Technicians update the office from the field and attach site photos and videos to assignments for proof of work and job history documentation. 
    • Compatibility: The app is compatible with smartphones, tablets and other mobile devices that use Android or iOS. 
  • Quote Creation: Generate accurate quotes from the office or the field using pricing and parts information from the built-in equipment catalog. Attach photos or videos directly to quotes. Instantly turn approved quotes into jobs with one click. 
    • Quote Management: Keep and track all quotes in one digital location. If a customer has yet to respond to a quote, follow up with them in real time via email. 
  • Paperless Invoicing: Built-in price books allow managers to pre-set pricing and markup rates to create accurate invoices quickly. Multiple payment options are available, such as the deposit of paper checks via photo or the integrated mobile card reader. 
  • Automatic Notifications: Automatic notifications alert technicians to new jobs, schedule changes, and job and customer updates. 
  • Accounting Integrations: Integrate with preferred or legacy accounting platforms, such as QuickBooks, Sage, Vista and Spectrum. 
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Product Ranking

#56

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Field Service Management Software

#83

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Field Service Management Software

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User Sentiment Summary

Excellent User Sentiment 20 reviews
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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.

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5.0 (10)
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5.0 (10)
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Awards

Customer Factor stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

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.
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Improves Efficiency: Streamlines workflows, optimizes scheduling, and reduces travel time, leading to increased productivity.
Enhances Communication: Facilitates real-time communication between field technicians and back office, ensuring everyone is on the same page.
Data-Driven Insights: Provides comprehensive reporting and analytics tools for informed decision making and process improvement.
Reduces Paperwork: Eliminates paperwork and automates tasks, saving time and minimizing errors.
Mobile Workforce Management: Enables technicians to access work orders, schedules, and reports on the go, boosting efficiency.
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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.
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Limited Reporting Features: May not offer the level of reporting customization and advanced analytics required by some businesses.
Occasional Bugs and Glitches: Users have reported experiencing occasional bugs and glitches within the platform.
Learning Curve for New Users: The interface may require some time and effort for new users to learn and become comfortable with.
Limited Mobile App Functionality: The mobile app may not offer all the features and functionalities available on the desktop version.
May Not Be Suitable for Large Businesses: The platform may not be scalable enough to meet the needs of very large businesses with complex workflows.
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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.

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BuildOps garners mixed reviews from users, often praised for its user-friendly interface, improved communication capabilities, and data-driven insights. One user emphasizes, "Our techs picked up the app extremely well. Love that BuildOps is constantly improving the software." This ease of use is a major draw compared to competitors, with some users finding other platforms "clunky and difficult to navigate." However, some users voice concerns about limitations in reporting and mobile app functionality. One user notes, "The reporting features could be more robust, especially for larger businesses with complex needs." Additionally, some users report occasional bugs and glitches, impacting their workflow. Despite these drawbacks, users highlight BuildOps' strengths as differentiators. One user points out, "BuildOps integrates seamlessly with our accounting system, which saves us a lot of time and effort." This seamless integration with popular business software sets BuildOps apart from some competitors that require manual data entry or complex configuration. Overall, BuildOps presents a valuable solution for field service businesses seeking a user-friendly platform with robust features to streamline workflows and improve communication. While some limitations exist, BuildOps' strengths in user experience, data insights, and integration capabilities make it a strong contender in the field service management software market, especially for smaller to mid-sized businesses.

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