Customer Factor vs WorkWave Route Manager

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Our analysts compared Customer Factor vs WorkWave Route Manager 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.

WorkWave Route Manager 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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WorkWave Route Manager is a cloud-based solution that helps users manage fleets, plan routes, track drivers and stay connected with staff and customers. It automatically plans routes and delivery schedules based on time constraints, vehicle load limits, layovers and estimated mileage and costs.

Suited for professionals in logistics, transportation and last-mile delivery businesses, it offers real-time alerts and notifications, along with GPS tracking that enables smarter routing, better fleet management and improved operational efficiency.
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$34.95 Monthly
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$54/Vehicle, Monthly
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Product Assistance

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Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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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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  • Streamlined Operations:  Streamline operations by profiling fleets and drivers, routing maps and automating invoices through QuickBooks integration, saving manual hours. 
  • Complete Visibility:  Get complete visibility into daily operations by planning routes, managing orders and tracking locations as well as estimated arrivals through GPS. 
  • Enhanced Customer Satisfaction:  With real-time GPS tracking, notify customers of order locations and estimated delivery time. Establishing clear communication leads to better services and customer satisfaction. 
  • Optimized Routes:  Plan routes for order deliveries in advance and track them in real-time to optimize for the best fuel efficiency and improve delivery times. 
  • Improved ROI:  Maximize resource utilization at lesser costs, plan better for supply and demand while improving ROI with automated routing, accounting integration and better order management. 
  • Mobile Application for Drivers:  With the 360 Driver mobile app, drivers can view routes in real time and track successful deliveries with barcode scanning. 
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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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  • Profile Management:  Create depots to streamline operations. Vehicle and driver profiles, as well as routes and guidelines, can be built, tracked and followed for seamless operational efficiency. 
  • Order Management:  Sync orders manually or automate the entire process to import orders, build and update routes, notify drivers for pickups and deliveries and speed up the order fulfillment process. 
  • Route Planner:  Automate the entire route planning process by generating the best route based on orders and customer requests, as well as the company’s rules, SLAs and guidelines for route planning. Get provisions for building and modifying plans manually with a drag-and-drop framework. 
  • Mobile Dispatch Management:  Keep drivers and technicians updated through real-time notifications about daily schedules and updated routes sent on their mobile devices. 
  • Arrival and Departure Notifications:  Leverage automated notifications to keep customers informed from dispatch to arrival with live tracking links and ETAs. 
  • GPS Tracker:  Get real-time visibility of drivers and bread-crumb trails with GPS tracking. Update routes and set up geofencing to restrict certain locations. Send real-time and instantaneous notifications to drivers for seamless and efficient coordination.  
  • Quickbooks Integration:  Keep track of finances and manage invoicing and payment in the field with QuickBooks integration. 
  • Analytics:  Get pre-built and custom data-driven reports on important business aspects like cost-benefit analysis, driver productivity and more, to evaluate and iterate business and operational plans. 
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Product Ranking

#56

among all
Field Service Management Software

#19

among all
Field Service Management Software

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User Sentiment Summary

Excellent User Sentiment 20 reviews
Great User Sentiment 83 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.

86%
of users recommend this product

WorkWave Route Manager has a 'great' User Satisfaction Rating of 86% when considering 83 user reviews from 2 recognized software review sites.

n/a
4.3 (43)
5.0 (10)
4.3 (40)
5.0 (10)
n/a

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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Routing: Nearly 86% of users who mention routing recommend the ease of route planning with the software.
Support: About 67% of users who talk about support concur that the customer and technical support is easy to reach, fast to respond and extremely helpful.
Data Management: Its smooth data transfer and management is praised by 60% of users who mention it.
GPS Tracking: Approximately 80% of users who refer to GPS tracking say that the feature comes in handy for real-time operational management and coordination.
User Onboarding: Nearly 75% of users who mention user onboarding agree that it is easy to adapt to and learn this software, especially with reliable onboarding training and support.
360 Driver Mobile App: Real-time routing, interstaff and client communication offered by the 360 Driver mobile app is recommended by 100% of users who refer to it.
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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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Glitches: As many as 67% of users who talk about glitches note that the app and software are prone to occasional freezing and lag.
Cost: High subscription costs can be a dissuading factor, as noted by 100% of users who mention the software’s pricing.
Reports: Nearly 100% of users who refer to the reporting feature agree that the reports are limited in nature and leave a lot of analytical work to be done manually by users.
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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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WorkWave Route Manager is a cloud-based solution for field service professionals to optimize their routing and operational flow. Its effortless onboarding, smooth data management and stellar support are lauded by users. Similarly, GPS tracking and the Driver app are also considered to be particularly helpful with timely deliveries and seamless coordination. However, the cost of the software is a bit steep. Moreover, limited reporting capabilities and occasional glitches need to be addressed.

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