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What is The Customer Factor?

Always monitor your clients closely! Our platform will automatically alert you when it's time for their next appointment. You can select from various calendar layouts that include color coding, job summaries, and features for printing or exporting data. With extensive customization options available, you can create invoices that align with your brand and easily share them via email or print them out. Moreover, we provide smooth integration with two distinct credit card processors, enabling payments to be processed either by you or your clients directly. In addition, a diverse array of reports is available for your use, offering valuable insights into sales, profitability, sales taxes, expenses, employee hours and wages, along with income projections to aid in your business strategies. This all-encompassing system guarantees that you possess all the necessary tools to manage your operations both efficiently and effectively, ensuring your business thrives in a competitive landscape. Furthermore, our user-friendly interface makes navigation a breeze, allowing you to focus more on your clients and less on administrative tasks.

What is Service Autopilot?

Service Autopilot empowers service businesses with a powerful all-in-one software platform built to automate operations and drive explosive growth. Its smart scheduling and routing tools allow teams to plan their day instantly and reduce wasted time on the road. Field workers can update job details, record hours, upload images, and accept payments using the mobile app, ensuring seamless communication with the office. Owners gain real-time visibility into cash flow, expenses, lead activity, and job progress, enabling better decision-making. The Automations engine acts as a virtual office assistant—handling reminders, estimates, client follow-ups, invoices, marketing campaigns, and other recurring tasks without manual effort. With customizable reporting, GPS tracking, team performance insights, and smart CRM features, businesses can stay ahead of competitors and operate with greater precision. Service Autopilot also includes survey tools, client portals, and two-way texting for smoother customer interactions. Additional features like advanced route optimization, QuickBooks integration, and Smart Maps help companies run more efficiently at scale. Whether you're a growing local team or an expanding multi-vehicle operation, the platform adapts to your needs with specialized plans for every business stage. Built for modern service companies that want to automate more and manage less, Service Autopilot becomes the backbone of a fast-growing operation.

Media

Media

Integrations Supported

RealWork
Wufoo

Integrations Supported

Authorize.Net
Quality Driven Software
QuickBooks Online
QuickBooks Online Advanced
Raisely

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$47.00/month
Startup - $47/month
Pro - $79.97/month

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

The Customer Factor

Date Founded

2004

Company Location

United States

Company Website

www.thecustomerfactor.com

Company Facts

Organization Name

Xplor

Date Founded

2009

Company Location

United States

Company Website

www.serviceautopilot.com

Categories and Features

Cleaning Services

Billing & Invoicing
Quotes / Estimates
Scheduling

Categories and Features

Arborist

Billing & Invoicing
Inspection Management
Job Scheduling
Photos In Reports
Quotes / Estimates
Recurring Appointments

Cleaning Services

Billing & Invoicing
Client Management
Dispatch Management
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Home Services

Not specified

Janitorial

Bid Management
Billing & Invoicing
Client Management
Employee Scheduling
Inventory Management
Mobile Access
Payroll Management
Quality Control
Surveys & Feedback
Time Tracking
Work Order Management

Landscape Management

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Irrigation Tracking
Job Management
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Lawn Care

Billing & Invoicing
Contract Management
Customer Management
Employee Management
Equipment Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service Dispatch

Pest Control

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

Pool Service

Billing & Invoicing
Chemical Readings
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Snow Removal

Not specified

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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