Customer records
Customer Management
Keep customer details, service history, notes, callbacks, and follow-up timing in one searchable CRM built around repeat service work.
Explore workflowCRM built for cleaning and home service operators.
Run customers, schedules, invoices, and follow-up from one practical CRM.
The Customer Factor gives window cleaners, pressure washers, cleaning services, carpet cleaners, and other home service businesses a simpler way to organize daily work and recurring revenue.
Window cleaningPressure washingCleaning servicesCarpet cleaningHome services
Today
18Jobs
7Follow-ups
12Invoices
8:30 AM Window cleaning estimate
11:00 AM Pressure washing job
2:15 PM Invoice and payment reminder
2004 Launched by founder Steve Wright
24/7 Access from any computer or mobile device with internet
2 Integrated credit card processor options described on the source site
Workflows
Everything a service owner checks every day, grouped by the way the work moves.
Daily workflow
Scheduling and Calendars
Schedule estimates, jobs, personal appointments, and tasks with calendar views designed for crews, employees, routes, and busy service days.
Explore workflowGet paid
Invoicing and Payments
Create invoices, customize their look, email or print them, mark payments, and support online payment workflows from the same operating system.
Explore workflowNo lost revenue
Automation and Follow-Up
Automated follow-up emails, drip campaigns, reminders, scheduling confirmations, appointment reminders, and thank-you messages help keep customers moving.
Explore workflowOn the go
Mobile Field Work
Use mobile access for calendars, scheduling, invoices, proposals, photos, and payments while crews are away from the office.
Explore workflowKnow the numbers
Reporting
Review job, customer, and revenue information so service owners can understand what work is happening and where money is coming from.
Explore workflow Due for service 42 customers
Automatically surface customers who need follow-up instead of searching notes.
Open invoices 12 pending
Email, print, track credits, and support online payment workflows.
Forecast Income view
Use sales, expenses, employee pay, taxes, and income forecast reporting.
Cleaner path to value
Less hunting. More daily control.
The original site lists a wide feature set. This preview reorganizes that same value into the decisions an owner makes every day: who needs service, what is on the calendar, what has been billed, what has been paid, and what needs follow-up.
View all workflowsBuilt by an operator
Started because index cards could not keep up.
The Customer Factor was launched in 2004 by CEO and President Steve Wright. He owned a window cleaning business and wanted to automate follow-up instead of sorting through index cards.
That origin keeps the product focused on practical service-business work: customers due for service, jobs to schedule, invoices to send, payments to track, and follow-up that should not be missed.
Proof
Keep the credibility, remove the wall of text.
*****
Your software is the best we have tried.
Angie York Maid To Detail House Cleaning, Vancouver, Washington
*****
If I could write a window cleaning software for my business, it would be exactly like this one.
Brad Carey Brad's Window Cleaning, Rockford, Michigan
*****
The Customer Factor is what I have been looking for.
Zack Hurst Columbia, MS
*****
I think The Customer Factor is perfect for any service business.
Doug Marozas Mission Viejo, California
Common questions
Helpful answers before you call
Who is The Customer Factor built for?
The Customer Factor is CRM and field service software for cleaning and home service businesses, including window cleaners, pressure washers, cleaning services, carpet cleaners, and related trades.
What can the software help manage?
It supports customer records, prospects, scheduling, calendars, invoicing, payments, reporting, mobile work, and automated follow-up.
Does The Customer Factor support mobile work?
Yes. The source site describes mobile workflows for viewing calendars, scheduling, printing or emailing invoices and proposals, taking photos, and accepting payments.
How do I contact support?
The published contact options are phone at 605-945-6132, email at support@thecustomerfactor.com, or support ticket.
Get started
Ready to see whether The Customer Factor fits your service business?
Contact the team by phone, email, or support ticket, or start from the Join Now path.