Customer Factor vs Oracle Field Service

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Our analysts compared Customer Factor vs Oracle Field Service 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.

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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Oracle Field Service is a cloud-based software solution designed to streamline service operations for businesses with mobile workforces. It helps schedule, dispatch, and manage field technicians, optimize routes, track inventory, and capture customer signatures. Popular features include mobile apps for technicians, real-time insights into service performance, and integration with other Oracle applications. Benefits include improved first-time fix rates, reduced service costs, and increased customer satisfaction. However, some users report complexity and a steep learning curve. Compared to similar products, Oracle Field Service is praised for its comprehensive functionality and tight integration with the Oracle ecosystem, but criticized for its higher price point. Pricing varies based on the number of users and features required, but typically falls within a range of $100-$200 per user per month, with annual billing.

Pros
  • Scalable
  • Customizable
  • Robust features
  • Improved efficiency
  • Increased customer satisfaction
Cons
  • Steeper learning curve
  • Higher cost
  • Complex interface
  • Limited reporting capabilities
  • Not ideal for small businesses
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Small
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Windows
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Android
Chromebook
Windows
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Android
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Cloud
On-Premise
Mobile
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Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
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Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
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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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  • Increase Customer Satisfaction: Pair the right tech to the right customer automatically, increasing overall satisfaction and driving customer retention.
  • Dispatch Automatically: Free up resources and time with automatic dispatch features that assign workers based on factors like schedule, location, skills and more.
  • Tackle Critical Issues: Get instant notifications about business-critical issues, such as safety hazards or emergency maintenance, all without human intervention.
  • Run Anywhere: Get seamless accessibility with a system designed to run on network computers, set-top devices, PCs, workstations, minicomputers, mainframes and massively parallel systems.
  • Reduced Service Costs: Save money through optimized resource allocation, minimized paperwork, and improved first-time fix rates.
  • Enhanced Customer Satisfaction: Improve customer loyalty by providing faster response times, real-time updates, and a more transparent service experience.
  • Increased Productivity: Empower technicians with mobile access to work orders, customer information, and real-time updates to complete jobs efficiently.
  • Optimized Inventory Management: Ensure technicians have the right parts and materials on hand to fix problems on the first visit, reducing re-calls and improving efficiency.
  • Improved Decision Making: Gain valuable insights from data analytics to optimize scheduling, resource allocation, and service delivery strategies.
  • Streamlined Invoicing and Billing: Reduce errors and improve cash flow with automated invoice generation and accurate billing processes.
  • Enhanced Compliance: Meet regulatory requirements and ensure data security with robust compliance features.
  • Increased Scalability and Flexibility: Adapt to changing business needs and grow with a scalable solution that accommodates your evolving requirements.
  • Future-Proofed Technology: Invest in a field service management platform that leverages cutting-edge technology and remains relevant in the years to come.
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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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  • Precise Geo-Coding: Access rich geographical information using advanced analytics and corroborating map data. This can be useful in optimizing service routes or in assisting field technicians.
  • Job Assignment: Route resources automatically to an urgent work assignment.
  • Dispatch: Match the most skilled technician with the right job automatically and dispatch field representatives efficiently — all optimized to fit the technician’s schedule.
  • Omni-Channel Communication: Enable customer communications through a variety of channels, such as email, text, phone calls and more.
  • Mobile Work Order Management: Assign, manage, and update work orders in real-time from any mobile device.
  • Inventory Tracking: Maintain accurate inventory levels and ensure technicians have the necessary parts and materials.
  • Real-Time Updates: Receive instant updates on work order status, technician location, and customer interactions.
  • Customer Signature Capture: Electronically collect customer signatures for proof of service and streamlined workflows.
  • Knowledge Management: Provide technicians with easy access to technical documentation and service procedures.
  • IoT Service Monitoring: Proactively monitor connected assets to prevent downtime and optimize maintenance schedules.
  • Contract Management: Manage service contracts, track warranty information, and ensure compliance with terms.
  • Reporting and Analytics: Gain valuable insights into service performance, identify areas for improvement, and make data-driven decisions.
  • Integrations: Connect with other enterprise applications, including CRM, ERP, and accounting systems.
  • Customizable Workflow Automation: Automate repetitive tasks and streamline service processes to improve efficiency.
  • Advanced Scheduling and Routing: Optimize technician schedules and routes based on real-time data to minimize travel time and maximize productivity.
  • Mobile App for Technicians: Equip technicians with a user-friendly mobile app to access work orders, customer information, and service resources.
  • Web Portal for Customers: Provide customers with self-service options to track service requests, view service history, and manage their accounts.
  • Multilingual Support: Support for multiple languages to meet the needs of global businesses.
  • Robust Security Features: Ensure data security and compliance with industry standards.
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Product Ranking

#56

among all
Field Service Management Software

#9

among all
Field Service Management Software

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Analyst Rating Summary

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90
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65
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98
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Customer Factor
Oracle Field Service
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Billing And Invoicing Customer Management Dispatching Equipment And Asset Management Inventory Management Mobile Capabilities Reporting And Dashboards Routing Scheduling Technician And Contractor Management Work Order Management 65 98 100 98 99 100 95 100 86 89 96 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 20 reviews
Great User Sentiment 332 reviews
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.

80%
of users recommend this product

Oracle Field Service has a 'great' User Satisfaction Rating of 80% when considering 332 user reviews from 5 recognized software review sites.

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5.0 (1)
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4.0 (127)
5.0 (10)
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5.0 (3)
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4.0 (1)
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4.0 (200)

Awards

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

User Favorite Award

SelectHub research analysts have evaluated Oracle Field Service and concluded it deserves the award for the Best Overall Field Service Management Software available today and earns best-in-class honors for Dispatching, Inventory Management, Mobile Capabilities and Routing.

Analysts' Pick Award
Dispatching Award
Inventory Management Award
Mobile Capabilities Award
Routing Award

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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Increased First-Time Fix Rates: Accurate information and knowledge management empower technicians to resolve issues on the first visit.
Improved Efficiency: Streamlined workflows and real-time updates enhance technician productivity and reduce service times.
Reduced Operational Costs: Optimized resource allocation, minimized paperwork, and improved first-time fix rates lower service costs.
Enhanced Customer Satisfaction: Real-time communication and self-service options improve customer experience and satisfaction.
Scalable and Flexible: Adapts to changing business needs and grows with a flexible and scalable solution.
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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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Steeper Learning Curve: New users may require additional training to become proficient with the platform's complexity.
Higher Cost: Compared to simpler alternatives, Oracle Field Service can be a more expensive solution.
Complex Interface: The user interface can be overwhelming for new users and require some navigation effort.
Limited Reporting Capabilities: While reporting features exist, they may not be as comprehensive as some users require.
Not Ideal for Small Businesses: The feature-richness and cost may not be suitable for smaller businesses with simpler needs.
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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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User reviews of Oracle Field Service reveal a spectrum of opinions, highlighting both its strengths and weaknesses when compared to competitors like Salesforce Field Service Lightning and ServiceMax. One of its most lauded aspects is its remarkable scalability and flexibility, enabling businesses to adapt to evolving requirements and grow alongside the platform. As one user aptly stated, "Oracle Field Service played a crucial role in scaling our service operations as we entered new markets." This adaptability sets it apart from less versatile solutions, making it ideal for complex enterprises experiencing rapid growth. However, several users raised concerns about its steeper learning curve and higher cost compared to competitors. "The initial learning curve was definitely more challenging than we expected," commented a user during platform migration. This complexity, coupled with the cost, might not be ideal for smaller businesses or those with simpler needs. Another recurrent criticism targeted the complexity of the interface, which some users found overwhelming and difficult to navigate. This stood in stark contrast to competitors like Salesforce Field Service Lightning, known for its user-friendly interface. While the reporting capabilities met the needs of most users, some felt they lacked the depth and customization offered by ServiceMax. This could be a significant drawback for businesses requiring highly detailed service data insights. Overall, user reviews portray Oracle Field Service as a powerful and adaptable platform, ideal for large organizations seeking comprehensive field service management capabilities. While its complexity and cost might deter smaller businesses or those seeking a simpler solution, those comfortable with the initial learning curve will find in Oracle Field Service a robust platform with the potential to significantly enhance service operations and deliver a positive return on investment.

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