Housecall Pro Project Management – Home Service Proffessionals

Are you looking for Housecall Pro Project Management?…Used by over 17,000 service companies, in a vast array industries consisting of heating and cooling, pipes, and cleaning. However is it right for you? We are going to cover the most crucial things you need to consider prior to making your purchase, consisting of pros and cons, rates, and features. Inform us what you think of this service in the comments listed below if you’re already a client. And if you’re brand-new here, hit the like and subscribe button to be notified of our future item reviews.

Let’s get started. is a field service management solution ideal for little to medium size companies. It is competitively priced to services with similar performance it Includes tools that assist services manage a high volume of recurring tasks And it consists of several nice-to-have features: a site home builder and e-mail & postcard marketing tools. Does not provide automatic quote follow-ups, an online consumer portal, or an open API.

It is a competitive-priced product that offers a suite of features that are adequate for lots of little businesses. If your service organization has more than 10 team members, and you are ready to invest in a more advanced service, we advise ServiceTitan is a subscription based service that costs $49 to $199 per month when billed every year.

Each strategy limits the number of users you can include per account, and adding additional users costs a month-to-month charge of $30 per user. It is organized into modules that showcase various reports and help keep essential items like, open invoices and upcoming jobs, top of mind. This option uses a “book now” button you can place on your business website or social media channels Clicking the button will send out the customer to an online reservation type.

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, but absolutely nothing has come close to the features of HousecallPro.

Pros
Price list versatility, automated emails, price quote approvals and invoicing, and dispatching to make certain everybody’s on the exact same page.

Cons
The automated e-mails must absolutely be connected to task tags, but due to the fact that they’re connected to customer tags, we need to add and eliminate them vigilantly if we have repeat customers with numerous residential or commercial properties or different service needs.

I want the price quote approval procedure was more of an eSignature process instead of any celebration just clicking a button.

You can add line products for services & products, and connect pertinent files. You can send out quotes to your clients by text or email. The message consists of a link where your customer can review the quote, and accept or decline the service.

You can also track the status of jobs and price quotes, and see their billing history includes search and filtering tools to help you sort and locate clients efficiently. You can include tags to your clients to assist organize your customer list. Housecall Pro consists of a map view with GPS tracking, so your workplace staff always knows where your field service technicians are located.

If you grow from 5 to 6 employees watch out – its time to relocate to another software application provider in my viewpoint. The prices plan allows approximately 5 employees for 1 set price. Remember one of those 5 staff members is your office staff so you actually just get 4 field techs. , if you include the 6th staff member your HCP regular monthly price more than doubles the entire cost of the plan.. There is now no longer a way to include 1 employee to their mid-tier plan – you need to move to the high tier strategy. You can acquire 2 of the mid tier plans for less than the cost of their high tier plan – this is so ill-conceived! In 2015 we were able to add 1 additional employee for just a set fee per worker which was really affordable. WHen that worker stopped we were back down to 5 … so were unaware that in June 2022 they made this modification erasing the capability to add an incremental employee without having to leap to the next tier. I am gobsmacked by how incorrect of move this was on their part. The entire point of this software application is helping you to grow your business – but apparently as quickly 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 enter 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 does not. Only some do.

The mobile app is the primary manner in which field specialists interact with the platform. Field service technicians can utilize the mobile app to: gain access to consumer and job details, collect payments, create invoices and quotes, acquire signatures assists you send invoices to your customers, and collect online payments. This is how an invoice will appear in your client’s inbox.

Billings consist of a link to an online payment portal. integrates with Stripe to accept charge card payments. Here is a summary of the transaction fees related to: Online payment portal deals by client: 2.99% Transactions by hand went into through app or internet browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% allows you to create reports that examine your business’ efficiency data. Reports are customizable. You can include and eliminate table columns to display the fields you desire. Likewise, there are different filtering choices to drill down into information you are trying to find, and you can control the report’s date range. Overall, is a reasonably priced field service management solution perfect for SMBs. Housecall Pro Project Management.

Housecall Pro Project Management

I know there is a window of time approximately 4 hours, however it would be nice to let a client know they are scheduled for a day without giving them a time. I also do not see visit tips for “huge jobs” that are set for all the time and are potentially scheduled as much as 6 months ahead. Must be Set up, a one week tip and a one day suggestion at a minimum

If your organization has less than 10 staff member, need to make your shortlist of software application you should evaluate. If you wish to compare to a similar option, have a look at our jobber videos If your organization has more than 10 employee, you must consider examining more robust options, like ServiceTitan