Are you looking for Housecall Pro Solutions?…Used by over 17,000 service businesses, in a large range industries including HVAC, pipes, and cleaning. But is it right for you? We are going to cover the most essential things you ought to consider before making your purchase, including advantages and disadvantages, prices, and features. If you’re currently a client, tell us what you consider this service in the comments below. And if you’re new here, struck the like and subscribe button to be notified of our future item reviews.
So let’s get started. is a field service management service ideal for small to medium size businesses. It is competitively priced to services with similar functionality it Includes tools that help businesses handle a high volume of recurring tasks And it consists of a number of nice-to-have functions: a site contractor and email & postcard marketing tools. Does not provide automated quote follow-ups, an online consumer portal, or an open API.
In general, we recommend that most SMBs need to consider examining. It is a competitive-priced product that provides a suite of features that are sufficient for many small businesses. If you want to check a solution comparable to, we recommend Jobber. If your service business has more than 10 staff member, and you want to invest in a more sophisticated service, we suggest ServiceTitan is a subscription based service that costs $49 to $199 per month when billed yearly. When billed monthly, and $65 to $229 per month.
Does House Call pro integrate with Quickbooks?
Each plan restricts the number of users you can include per account, and adding additional users costs a regular monthly charge of $30 per user. It is arranged into modules that showcase various reports and assist keep essential products like, open billings and upcoming tasks, top of mind. This service uses 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 type.
HousecallPro has assisted us take our service to the next level and makes dispatching, approximating, and bookkeeping much easier. I’ve used other competitive products in the past, but nothing has actually come close to the features of HousecallPro.
Price list flexibility, automated emails, estimate approvals and invoicing, and dispatching to ensure everyone’s on the exact same page.
The automated e-mails ought to absolutely be tied to job tags, but because they’re connected to client tags, we need to add and remove them vigilantly if we have repeat consumers with multiple residential or commercial properties or various service needs.
I wish the quote approval procedure was more of an eSignature procedure rather than any party simply clicking a button.
You can include line products for materials & services, and connect pertinent files. You can send out quotes to your consumers by text or email. The message includes a link where your customer can review the quote, and accept or decline the service.
You can also track the status of price quotes and jobs, and view their billing history consists of search and filtering tools to assist you sort and locate customers effectively. 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 personnel constantly understands where your field professionals are situated.
If you grow from 5 to 6 workers look out – its time to move to another software application provider in my opinion. The rates strategy permits approximately 5 staff members for 1 set price. Bear in mind among those 5 staff members is your office staff so you actually only get 4 field techs. , if you add the Sixth staff member your HCP regular monthly price more than doubles the entire expense of the strategy.. There is now no longer a way to include 1 worker to their mid-tier plan – you have to relocate to the high tier strategy. You can buy 2 of the mid tier plans for less than the rate of their high tier strategy – this is so ill-conceived! Last year we were able to include 1 additional employee for simply a set fee per worker which was very affordable. WHen that staff member quit we were back down to 5 … so were unaware that in June 2022 they made this modification wiping out the ability to include an incremental staff member without needing to jump to the next tier. I am gobsmacked by how wrong of move this was on their part. The entire point of this software is helping you to grow your service – but obviously as soon as you do grow young boy do they punish you for it!
In addition their search function for the “pricebook” leaves a lot to be preferred. 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 engage with the platform. Field technicians can use the mobile app to: access client and task info, collect payments, develop quotes and billings, get signatures helps you send out invoices to your customers, and collect online payments. This is how an invoice will appear in your customer’s inbox.
Billings include a link to an online payment website. Here is an introduction of the deal charges associated with: Online payment portal deals by customer: 2.99% Deals manually entered through app or web browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% allows you to create reports that analyze your business’ performance information. In general, is a reasonably priced field service management service suitable for SMBs. Housecall Pro Solutions.
I know there is a window of time as much as 4 hours, however it would be nice to let a consumer understand they are arranged for a day without giving them a time. I also don’t see visit tips for “huge jobs” that are set for all the time and are possibly arranged up to six months ahead. Should be Scheduled, a one week tip and a one day tip at a minimum
Must make your shortlist of software you ought to evaluate if your organization has less than 10 team members. If you want to compare to a similar option, take a look at our jobber videos If your organization has more than 10 employee, you should consider evaluating more robust solutions, like ServiceTitan