Housecall Pro Dragoneer – Home Service Proffessionals

Are you looking for Housecall Pro Dragoneer?…Utilized by over 17,000 service companies, in a wide variety industries consisting of a/c, plumbing, and cleansing. But is it right for you? We are going to cover the most crucial things you ought to consider prior to making your purchase, including cons and pros, pricing, and functions. If you’re currently a client, tell us what you think of this option in the remarks below. And if you’re brand-new here, struck the like and subscribe button to be notified of our future item evaluations.

So let’s begin. is a field service management solution ideal for little to medium size services. It is competitively priced to services with similar functionality it Includes tools that help organizations handle a high volume of recurring tasks And it includes a number of nice-to-have features: a site builder and e-mail & postcard marketing tools. Does not offer automated quote follow-ups, an online customer portal, or an open API.

Overall, we advise that many SMBs should consider evaluating. It is a competitive-priced item that offers a suite of functions that are sufficient for many small businesses. We advise Jobber if you desire to test an option similar to. If your service business has more than 10 staff member, and you are willing to purchase a more sophisticated service, we recommend ServiceTitan is a membership based service that costs $49 to $199 each month when billed annually. When billed monthly, and $65 to $229 per month.

Each plan limits the number of users you can add per account, and including extra users costs a regular monthly cost of $30 per user. It is organized into modules that display different reports and help keep essential items like, open invoices and upcoming jobs, top of mind. This option offers a “book now” button you can place on your business website or social media channels Clicking the button will send the client to an online reservation kind.

HousecallPro has actually assisted us take our business to the next level and makes dispatching, estimating, and accounting much easier. I have actually utilized other competitive items in the past, however absolutely nothing has actually come close to the features of HousecallPro.

Pros
Price list flexibility, automated e-mails, estimate approvals and invoicing, and dispatching to ensure everyone’s on the same page.

Cons
The automated emails should absolutely be connected to job tags, but because they’re tied to consumer tags, we need to add and remove them vigilantly if we have repeat customers with numerous residential or commercial properties or various service needs.

I wish the quote approval process was more of an eSignature process rather than any party simply clicking a button.

Customers will pick a service, pick a preferred time, and enter their contact information. When the customer completes the kind, will instantly alert you of the inbound job request. helps you produce, send out, and track task estimates. You can add line items for materials & services, and attach pertinent files. You can send quotes to your clients by text or e-mail. The message consists of a link where your client can examine the quote, and decline the service or accept. helps you handle client relationships. You can develop a profile for each customer, and shop info like their contact number, email address, and location.

You can also track the status of price quotes and tasks, and view their billing history includes search and filtering tools to help you sort and locate customers efficiently. You can include tags to your consumers to help arrange your client list. Housecall Pro consists of a map view with GPS tracking, so your office personnel constantly understands where your field service technicians are located.

If you grow from 5 to 6 employees watch out – its time to transfer to another software application service provider in my opinion. The pricing strategy enables up to 5 workers for 1 set cost. Bear in mind among those 5 employees is your office personnel so you truly just get 4 field techs. If you include the 6th employee your HCP monthly rate more than doubles the whole cost of the plan. There is now no longer a way to include 1 worker to their mid-tier strategy – you need to transfer to the high tier plan. You can buy 2 of the mid tier plans for less than the cost of their high tier plan – this is so ill-conceived! Last year we had the ability to include 1 additional employee for simply a set fee per worker which was extremely reasonable. WHen that worker stopped we were pull back to 5 … so were uninformed that in June 2022 they made this modification wiping out the ability to add an incremental worker without having to leap to the next tier. I am gobsmacked by how wrong of relocation this was on their part. The whole point of this software is assisting you to grow your organization – but apparently as quickly as you do grow boy do they punish you for it!

Additionally their search function for the “pricebook” leaves a lot to be wanted. If you type in a keyword like “flange” and you have numerous products with that keyword in the description you anticipate all of the items with that keyword to appear. It doesn’t. Only some do.

The mobile app is the main way that field service technicians connect with the platform. Field professionals can use the mobile app to: access client and job information, gather payments, develop invoices and quotes, get signatures assists you send billings to your customers, and gather online payments. This is how a billing will appear in your client’s inbox.

Invoices include a link to an online payment website. Here is an introduction of the transaction costs associated with: Online payment portal deals by client: 2.99% Deals manually got in through app or browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% permits you to develop reports that evaluate your organization’ efficiency information. In general, is a reasonably priced field service management service suitable for SMBs. Housecall Pro Dragoneer.

Housecall Pro Dragoneer

I know there is a window of time approximately 4 hours, however it would be nice to let a customer know they are scheduled for a day without providing a time. I also do not see visit suggestions for “big jobs” that are set for all the time and are possibly arranged up to 6 months ahead. Should be Set up, a one week suggestion and a one day suggestion at a minimum

Need to make your shortlist of software application you should examine if your company has less than 10 team members. If you wish to compare with a comparable solution, check out our jobber videos If your organization has more than 10 staff member, you ought to think about assessing more robust options, like ServiceTitan