Are you looking for Housecall Pro Knowledge Base?…Used by over 17,000 service organizations, in a vast array markets consisting of heating and cooling, plumbing, and cleansing. Is it right for you? We are going to cover the most important things you should think about prior to making your purchase, consisting of advantages and disadvantages, rates, and features. If you’re currently a consumer, tell us what you think about this solution in the comments below. And if you’re brand-new here, struck the like and subscribe button to be alerted of our future product evaluations.
Let’s get started. is a field service management solution perfect for small to medium size services. It is competitively priced to services with similar performance it Consists of tools that assist businesses manage a high volume of repeating jobs And it includes several nice-to-have features: a website contractor and email & postcard marketing tools. Does not use automated quote follow-ups, an online customer portal, or an open API.
It is a competitive-priced item that offers a suite of functions that are sufficient for lots of small businesses. If your service organization has more than 10 team members, and you are willing to invest in a more sophisticated service, we recommend ServiceTitan is a membership based service that costs $49 to $199 per month when billed each year.
Does House Call pro integrate with Quickbooks?
Each plan restricts the number of users you can include per account, and adding extra users costs a regular monthly fee of $30 per user. It is arranged into modules that showcase various reports and assist keep essential products like, open invoices and upcoming jobs, top of mind. This service provides a “book now” button you can put on your company website or social media channels Clicking the button will send the client to an online reservation type.
HousecallPro has assisted us take our company to the next level and makes dispatching, estimating, and accounting a lot easier. I’ve used other competitive items in the past, but nothing has actually come close to the functions of HousecallPro.
Pros
Price list flexibility, automated emails, price quote approvals and invoicing, and dispatching to make certain everyone’s on the same page.
Cons
The automated e-mails should absolutely be tied to task tags, however because they’re connected to client tags, we need to include and remove them vigilantly if we have repeat clients with multiple residential or commercial properties or different service needs.
I want the quote approval procedure was more of an eSignature procedure 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 email. The message includes a link where your consumer can review the quote, and decrease the service or accept.
You can also track the status of price quotes and tasks, and see their invoice history consists of search and filtering tools to help you sort and locate customers effectively. You can include tags to your consumers to help organize your client list. Housecall Pro includes a map view with GPS tracking, so your workplace personnel always knows where your field professionals are situated.
Last year we were able to include 1 additional staff member for just a set charge per staff member which was really sensible. WHen that staff member stopped we were back down to 5 … so were uninformed that in June 2022 they made this change cleaning out the ability to include an incremental employee without having to jump to the next tier. The entire point of this software application is helping you to grow your organization – however apparently as quickly as you do grow boy do they punish you for it!
Furthermore their search function for the “pricebook” leaves a lot to be desired. If you enter a keyword like “flange” and you have several 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 primary manner in which field service technicians interact with the platform. Field professionals can use the mobile app to: gain access to customer and task info, collect payments, produce quotes and invoices, acquire signatures helps you send out billings to your customers, and gather online payments. This is how a billing will appear in your customer’s inbox.
Billings consist of a link to an online payment website. Here is an overview of the deal fees associated with: Online payment portal deals by customer: 2.99% Transactions manually got in through app or web browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% permits you to create reports that evaluate your company’ performance information. Overall, is a fairly priced field service management option ideal for SMBs. Housecall Pro Knowledge Base.
I understand there is a window of time up to 4 hours, however it would be nice to let a customer understand they are arranged for a day without providing a time. I likewise don’t see visit tips for “huge tasks” that are set for all the time and are possibly arranged as much as 6 months ahead. Must be Arranged, a one week suggestion and a one day suggestion at a minimum
Must make your shortlist of software you ought to assess if your organization has less than 10 team members. If you want to compare with a comparable option, have a look at our jobber videos If your company has more than 10 team members, you should consider evaluating more robust services, like ServiceTitan