Are you looking for Housecall Pro Staff?…Used by over 17,000 service companies, in a wide variety markets consisting of HVAC, plumbing, and cleaning. Is it right for you? We are going to cover the most important things you must think about before making your purchase, consisting of cons and pros, prices, and features. Tell us what you think of this solution in the comments listed below if you’re currently a client. And if you’re new here, hit the like and subscribe button to be informed of our future product evaluations.
Let’s get begun. is a field service management option suitable for small to medium size services. It is competitively priced to services with comparable performance it Includes tools that assist companies handle a high volume of repeating tasks And it includes several nice-to-have features: a site contractor and email & postcard marketing tools. Does not offer automatic quote follow-ups, an online customer portal, or an open API.
In general, we advise that a lot of SMBs should think about evaluating. It is a competitive-priced product that offers a suite of functions that suffice for many small businesses. We suggest Jobber if you want to evaluate an option similar to. If your service organization has more than 10 staff member, and you are willing to buy a more sophisticated solution, we suggest ServiceTitan is a subscription based service that costs $49 to $199 monthly when billed each year. When billed monthly, and $65 to $229 per month.
Does House Call pro integrate with Quickbooks?
Each strategy limits the number of users you can include per account, and adding extra users costs a regular monthly fee of $30 per user. also uses a business level XL plan with customized prices. consist of functions that automate typical tasks and enhance 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. assists you book more tasks by allowing clients to request services online. This solution uses a “book now” button you can put on your company site or social networks channels Clicking the button will send the client to an online reservation type.
HousecallPro has actually helped us take our service to the next level and makes dispatching, approximating, and bookkeeping a lot easier. I have actually utilized other competitive items in the past, but nothing has come close to the features of HousecallPro.
Pros
Catalog versatility, automated e-mails, estimate approvals and invoicing, and dispatching to make certain everybody’s on the exact same page.
Cons
The automated e-mails ought to absolutely be tied to task tags, however due to the fact that they’re connected to consumer tags, we have to include and eliminate them vigilantly if we have repeat consumers with several residential or commercial properties or various service requirements.
I want the estimate approval process was more of an eSignature process rather than any party simply clicking a button.
Customers will select a service, choose a preferred time, and enter their contact info. When the client finishes the form, will automatically inform you of the inbound job request. helps you create, send out, and track task quotes. You can include line products for products & services, and connect pertinent files. You can send out quotes to your clients by text or e-mail. The message consists of a link where your client can evaluate the quote, and decrease the service or accept. helps you manage customer relationships. You can create a profile for each client, and store info like their phone number, email address, and place.
You can likewise track the status of estimates and tasks, and view their billing history consists of search and filtering tools to help you sort and find clients effectively. You can include tags to your consumers to help arrange your customer list. Housecall Pro consists of a map view with GPS tracking, so your workplace personnel constantly understands where your field technicians are situated.
If you grow from 5 to 6 staff members watch out – its time to transfer to another software application company in my opinion. The pricing strategy permits approximately 5 staff members for 1 set cost. Bear in mind one of those 5 employees is your workplace personnel so you actually only get 4 field techs. , if you include the Sixth employee your HCP month-to-month rate more than doubles the whole cost of the strategy.. There is now no longer a way to add 1 worker to their mid-tier strategy – you have to transfer to the high tier strategy. You can purchase 2 of the mid tier plans for less than the price of their high tier strategy – this is just so ill-conceived! Last year we had the ability to include 1 extra worker for simply a set fee per staff member which was very reasonable. WHen that staff member stopped we were back down to 5 … so were unaware that in June 2022 they made this change eliminating the ability to include an incremental worker without having to jump to the next tier. I am gobsmacked by how incorrect of relocation this was on their part. The whole point of this software is assisting you to grow your company – however obviously as soon as you do grow young boy do they punish you for it!
Furthermore their search function for the “pricebook” leaves a lot to be wanted. If you type in a keyword like “flange” and you have several items with that keyword in the description you anticipate all of the products with that keyword to appear. It does not. Only some do.
The mobile app is the primary way that field specialists engage with the platform. Field service technicians can use the mobile app to: access consumer and task info, collect payments, develop billings and quotes, acquire signatures assists you send out billings to your customers, and gather online payments. This is how a billing will appear in your client’s inbox.
Invoices consist of a link to an online payment portal. integrates with Stripe to accept credit card payments. Here is an overview of the transaction fees related to: Online payment portal deals by customer: 2.99% Deals by hand entered through app or browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% permits you to develop reports that evaluate your company’ performance information. Reports are personalized. You can get rid of and add table columns to show the fields you desire. There are different filtering alternatives to drill down into details you are looking for, and you can manage the report’s date range. Overall, is a fairly priced field service management option suitable for SMBs. Housecall Pro Staff.
I understand there is a window of time up to 4 hours, however it would be nice to let a consumer know they are arranged for a day without providing a time. I likewise do not see visit suggestions for “big tasks” that are set for throughout the day and are potentially arranged approximately 6 months ahead. Should be Scheduled, a one week suggestion and a one day reminder at a minimum
Need to make your shortlist of software you must assess if your business has less than 10 group members. If you wish to compare to a similar option, take a look at our jobber videos If your organization has more than 10 employee, you need to think about examining more robust services, like ServiceTitan