The Customer Factor integration

Business management for lawn care and home service companies, with scheduling and billing. Connect The Customer Factor to OLODESK and use it in the apps and automations your business runs on.

Category
Field service

Popular ways to use The Customer Factor

Start with one of these, or describe your own.

A job from each inquiry

A web form, call or booking becomes a job in The Customer Factor, with the client found or added.

“On the way” texts

Customers get a text when the technician sets off, from your own number.

Quotes followed up

A reminder goes out by email or text when a quote in The Customer Factor goes unanswered.

How to connect The Customer Factor

  1. Request The Customer Factor

    In your portal’s Integrations tab, press Request access next to The Customer Factor. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to The Customer Factor, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Customer Factor data in ChatGPT. AI on OLODESK

More field service apps

  • JobberField service

    Field service software for quotes, scheduling, invoicing and payments in home services.

  • Housecall ProField service

    Home service software for scheduling, dispatch, estimates, invoicing and payments.

  • ServiceTitanField service

    Field service software for HVAC, plumbing and electrical companies, from booking to invoice.

  • ServiceM8Field service

    Job management app for trades with quotes, scheduling, job cards and invoicing.

  • JobNimbusField service

    CRM and project management for roofing and exterior contractors.

  • JobTreadField service

    Construction management software for estimates, schedules, budgets and invoices.

The Customer Factor integration FAQ

Do I need an account with The Customer Factor?

Yes. You connect The Customer Factor account your business already uses.

Which plans include The Customer Factor integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one account with The Customer Factor?

Yes. Connect as many as you need and choose which one each system uses.

Put The Customer Factor to work

Start your Free trial, then request The Customer Factor on Business Starter or Business Pro.