Are you looking for Housecall Pro Cto?…Used by over 17,000 service organizations, in a large range industries consisting of HVAC, plumbing, and cleaning. Is it right for you? We are going to cover the most important things you need to think about before making your purchase, including cons and pros, pricing, and features. If you’re already a client, inform us what you think of this service in the comments below. And if you’re brand-new here, hit the like and subscribe button to be informed of our future product reviews.
Let’s get started. is a field service management solution suitable for little to medium size organizations. It is competitively priced to options with comparable performance it Consists of tools that assist services manage a high volume of recurring jobs And it consists of numerous nice-to-have features: a website builder and e-mail & postcard marketing tools. Does not offer automated quote follow-ups, an online consumer portal, or an open API.
It is a competitive-priced item that provides a suite of features that are enough for numerous small businesses. If your service company has more than 10 team members, and you are prepared to invest in a more sophisticated solution, we advise ServiceTitan is a membership based service that costs $49 to $199 per month when billed yearly.
Does House Call pro integrate with Quickbooks?
Each plan limits the number of users you can include per account, and including extra users costs a regular monthly charge of $30 per user. Provides a business level XL strategy with custom pricing. include functions that automate typical tasks and enhance field operations. When you initially log into, you will be directed to the dashboard. It is organized into modules that showcase different reports and help keep essential products like, open invoices and upcoming jobs, top of mind. helps you book more tasks by permitting consumers to request services online. This service uses a “book now” button you can place on your company website or social media channels Clicking the button will send out the customer to an online reservation kind.
HousecallPro has actually helped us take our business to the next level and makes dispatching, estimating, and accounting much easier. I have actually used other competitive items in the past, however nothing has come close to the features of HousecallPro.
Pros
Catalog flexibility, automated emails, price quote approvals and invoicing, and dispatching to ensure everybody’s on the same page.
Cons
The automated emails need to definitely be connected to task tags, however since they’re tied to client tags, we need to add and eliminate them vigilantly if we have repeat clients with multiple residential or commercial properties or various service requirements.
I wish the estimate approval procedure was more of an eSignature process as opposed to any celebration just clicking a button.
You can include line products for materials & services, and attach relevant files. You can send out quotes to your clients by text or e-mail. The message includes a link where your consumer can examine the quote, and decrease the service or accept.
You can likewise track the status of estimates and tasks, and view their invoice history consists of search and filtering tools to assist you sort and locate customers effectively. Also, you can add tags to your consumers to assist organize your client list. allows workplace personnel to effectively dispatch and arrange tasks staff member. You can utilize its drag and drop calendar to designate team members to a provided job, and set arrival windows. You can easily set up recurring task schedules. Housecall Pro consists of a map view with GPS tracking, so your office personnel always understands where your field service technicians are located. This permits your workplace produce the most efficient routes.
Last year we were able to add 1 additional worker for just a set charge per worker which was really affordable. WHen that staff member stopped we were back down to 5 … so were unaware that in June 2022 they made this change wiping out the capability to add an incremental employee without having to jump to the next tier. The entire point of this software is assisting you to grow your business – but obviously as soon as you do grow kid do they punish you for it!
In addition their search function for the “pricebook” leaves a lot to be preferred. If you type in a keyword like “flange” and you have multiple products with that keyword in the description you expect all of the products with that keyword to appear.
The mobile app is the primary manner in which field technicians connect with the platform. Field service technicians can use the mobile app to: access client and job info, collect payments, create invoices and quotes, acquire signatures helps you send billings to your clients, and collect online payments. This is how an invoice will appear in your customer’s inbox.
Billings consist of a link to an online payment portal. integrates with Stripe to accept credit card payments. Here is an introduction of the transaction charges connected with: Online payment portal deals by client: 2.99% Transactions by hand went into through app or web browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% permits you to produce reports that examine your service’ performance data. Reports are adjustable. You can include and remove table columns to show the fields you desire. Likewise, there are various filtering alternatives to drill down into details you are trying to find, and you can control the report’s date variety. Overall, is a fairly priced field service management option perfect for SMBs. Housecall Pro Cto.
I know there is a window of time approximately 4 hours, but it would be nice to let a customer understand they are scheduled for a day without giving them a time. I also don’t see appointment pointers for “huge jobs” that are set for all day and are potentially scheduled as much as six months ahead. Need to be Arranged, a one week pointer and a one day reminder at a minimum
If your company has less than 10 team members, should make your shortlist of software you must assess. If you wish to compare with a similar solution, check out our jobber videos If your organization has more than 10 employee, you must think about evaluating more robust services, like ServiceTitan