Housecall Pro Helpline – Home Service Proffessionals

Are you looking for Housecall Pro Helpline?…Utilized by over 17,000 service organizations, in a broad variety markets including HVAC, pipes, and cleaning. If you’re currently a consumer, tell us what you believe of this option in the comments listed below.

Let’s get begun. is a field service management solution ideal for small to medium size companies. It is competitively priced to services with similar performance it Includes tools that help services handle a high volume of recurring tasks And it includes numerous nice-to-have functions: a site home builder and email & postcard marketing tools. Does not use automated quote follow-ups, an online client portal, or an open API.

Overall, we recommend that most SMBs need to consider examining. It is a competitive-priced product that offers a suite of functions that suffice for numerous small companies. If you want to test a solution comparable to, we recommend Jobber. If your service business has more than 10 employee, and you want to buy a more advanced option, we suggest ServiceTitan is a subscription based service that costs $49 to $199 each month when billed each year. When billed monthly, and $65 to $229 per month.

Each strategy restricts the variety of users you can add per account, and including additional users costs a month-to-month fee of $30 per user. Offers an enterprise level XL strategy with custom pricing. include functions that automate common jobs and optimize field operations. When you initially log into, you will be directed to the dashboard. It is organized into modules that display different reports and assist keep crucial items like, open invoices and upcoming jobs, top of mind. helps you book more jobs by allowing clients to demand services online. This solution provides a “book now” button you can place on your business website or social networks channels Clicking the button will send the client to an online booking form.

HousecallPro has assisted us take our service to the next level and makes dispatching, estimating, and accounting much easier. I’ve utilized other competitive items in the past, but nothing has come close to the features of HousecallPro.

Pros
Catalog flexibility, automated emails, price quote approvals and invoicing, and dispatching to make certain everyone’s on the same page.

Cons
The automated e-mails must absolutely be tied to job tags, but since they’re tied to consumer tags, we have to include and eliminate them vigilantly if we have repeat clients with numerous residential or commercial properties or different service requirements.

I wish the estimate approval process was more of an eSignature procedure instead of any celebration just clicking a button.

Customers will pick a service, pick a favored time, and enter their contact information. When the customer finishes the form, will automatically notify you of the inbound job request. helps you develop, send, and track task price quotes. You can add line items for materials & services, and connect pertinent files. You can send out quotes to your clients by text or email. The message includes a link where your consumer can evaluate the quote, and accept or decline the service. helps you manage customer relationships. You can produce a profile for each customer, and store info like their telephone number, email address, and place.

You can likewise track the status of jobs and price quotes, and see their billing history consists of search and filtering tools to assist you sort and find customers effectively. You can include tags to your customers to help organize your client list. Housecall Pro includes a map view with GPS tracking, so your office personnel always knows where your field professionals are situated.

If you grow from 5 to 6 workers beware – its time to transfer to another software application supplier in my viewpoint. The pricing plan permits up to 5 staff members for 1 set price. Remember one of those 5 staff members is your office staff so you truly only get 4 field techs. If you include the 6th staff member your HCP regular monthly cost more than doubles the entire cost of the strategy. There is now no longer a way to include 1 staff member to their mid-tier strategy – you have to transfer to the high tier plan. You can purchase 2 of the mid tier plans for less than the price of their high tier plan – this is so ill-conceived! Last year we had the ability to add 1 additional employee for simply a set charge per employee which was extremely reasonable. WHen that staff member quit we were back down to 5 … so were unaware that in June 2022 they made this change wiping out the capability to include an incremental employee without having to jump to the next tier. I am gobsmacked by how incorrect of relocation this was on their part. The entire point of this software is helping you to grow your service – however 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 desired. If you type in a keyword like “flange” and you have multiple products with that keyword in the description you expect all of the items with that keyword to appear. It doesn’t. Just some do.

The mobile app is the main way that field professionals connect with the platform. Field service technicians can utilize the mobile app to: access customer and task details, collect payments, develop quotes and billings, get signatures helps you send billings to your clients, and gather online payments. This is how an invoice will appear in your customer’s inbox.

Invoices consist of a link to an online payment website. integrates with Stripe to accept credit card payments. Here is a summary of the transaction costs connected with: Online payment portal transactions by client: 2.99% Deals by hand entered through app or web browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% allows you to create reports that evaluate your service’ performance data. Reports are customizable. You can include and remove table columns to show the fields you want. Likewise, there are various filtering options to drill down into info you are looking for, and you can control the report’s date variety. Overall, is a reasonably priced field service management option ideal for SMBs. Housecall Pro Helpline.

Housecall Pro Helpline

I understand there is a window of time up to 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 consultation tips for “big jobs” that are set for all day and are possibly scheduled up to six months ahead. Ought to be Arranged, a one week suggestion and a one day reminder at a minimum

If your service has less than 10 employee, should make your shortlist of software application you must assess. If you want to compare with a comparable option, have a look at our jobber videos If your organization has more than 10 employee, you need to think about examining more robust solutions, like ServiceTitan