Are you looking for Housecall Pro Software Consultants?…Used by over 17,000 service businesses, in a wide range markets including HVAC, pipes, and cleansing. However is it right for you? We are going to cover the most essential things you should consider prior to making your purchase, consisting of cons and pros, prices, and functions. If you’re currently a client, inform us what you think of this solution in the comments below. And if you’re new here, struck the like and subscribe button to be notified of our future product reviews.
It is competitively priced to solutions with comparable functionality it Includes tools that help businesses manage a high volume of repeating jobs And it includes a number of nice-to-have features: a website home builder and email & postcard marketing tools. Does not offer automated quote follow-ups, an online customer website, or an open API.
It is a competitive-priced item that offers a suite of functions that are enough for numerous small services. If your service organization has more than 10 group members, and you are prepared to invest in a more sophisticated solution, we advise ServiceTitan is a subscription based service that costs $49 to $199 per month when billed yearly.
Does House Call pro integrate with Quickbooks?
Each strategy limits the variety of users you can add per account, and including additional users costs a monthly charge of $30 per user. Offers an enterprise level XL strategy with custom rates. include functions that automate typical jobs and optimize field operations. When you first log into, you will be directed to the dashboard. It is organized into modules that display various reports and help keep important items like, open invoices and upcoming jobs, top of mind. helps you book more jobs by enabling consumers to request services online. This service offers a “book now” button you can put on your business site or social networks channels Clicking the button will send the customer to an online booking type.
HousecallPro has actually assisted us take our company to the next level and makes dispatching, approximating, and bookkeeping much easier. I’ve used other competitive products in the past, however absolutely nothing has come close to the features of HousecallPro.
Price list versatility, automated emails, price quote approvals and invoicing, and dispatching to ensure everybody’s on the exact same page.
The automated e-mails must definitely be tied to task tags, but since they’re tied to customer tags, we have to include and eliminate them vigilantly if we have repeat clients with several properties or various service requirements.
I wish the price quote approval process was more of an eSignature process rather than any party just clicking a button.
Customers will pick a service, pick a preferred time, and enter their contact information. When the customer completes the kind, will automatically inform you of the inbound task demand. helps you produce, send, and track job quotes. You can add line products for services & products, and connect appropriate files. You can send quotes to your customers by text or email. The message includes a link where your client can evaluate the quote, and decrease the service or accept. helps you manage client relationships. You can create a profile for each customer, and store information like their phone number, email address, and place.
You can also track the status of price quotes and tasks, and see their billing history includes search and filtering tools to assist you sort and find customers effectively. You can add tags to your consumers to assist arrange your client list. Housecall Pro consists of a map view with GPS tracking, so your office staff always knows where your field technicians are located.
Last year we were able to add 1 additional worker for just a set cost per worker which was very sensible. WHen that worker stopped we were back down to 5 … so were unaware that in June 2022 they made this modification wiping out the ability to add an incremental staff member without having to leap to the next tier. The whole point of this software application is helping you to grow your service – but apparently as soon as you do grow kid do they penalize 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 expect all of the items with that keyword to appear.
The mobile app is the main way that field specialists connect with the platform. Field technicians can use the mobile app to: access consumer and job details, gather payments, create billings and quotes, acquire signatures helps you send out billings to your clients, and collect online payments. This is how a billing will appear in your client’s inbox.
Billings include a link to an online payment portal. Here is a summary of the deal costs associated with: Online payment portal deals by customer: 2.99% Deals by hand entered through app or web browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% permits you to develop reports that evaluate your business’ efficiency information. In general, is a reasonably priced field service management solution ideal for SMBs. Housecall Pro Software Consultants.
I know there is a window of time up to 4 hours, however it would be nice to let a customer know they are set up for a day without giving them a time. I also don’t see visit suggestions for “big tasks” that are set for all day and are potentially arranged as much as 6 months ahead. Ought to be Scheduled, a one week tip and a one day reminder at a minimum
Ought to make your shortlist of software you ought to assess if your organization has less than 10 team members. If you wish to compare with a similar option, check out our jobber videos If your business has more than 10 staff member, you should think about assessing more robust services, like ServiceTitan