Are you looking for Housecall Pro Support?…Used by over 17,000 service organizations, in a large range industries including HVAC, plumbing, and cleansing. If you’re currently a consumer, tell us what you think of this solution in the comments below.
Let’s get started. is a field service management service ideal for small to medium size services. It is competitively priced to services with similar functionality it Includes tools that assist organizations manage a high volume of recurring tasks And it consists of numerous nice-to-have functions: a site home builder and email & postcard marketing tools. Does not provide automatic quote follow-ups, an online client portal, or an open API.
It is a competitive-priced item that offers a suite of functions that are sufficient for many small organizations. If your service business has more than 10 group members, and you are prepared to invest in a more sophisticated service, we recommend 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 restricts the number of users you can include per account, and adding additional users costs a month-to-month cost of $30 per user. Uses an enterprise level XL strategy with customized rates. consist of features that automate typical tasks and optimize field operations. When you initially log into, you will be directed to the dashboard. It is arranged into modules that showcase different reports and assist keep essential products like, open invoices and upcoming jobs, top of mind. helps you book more tasks by allowing consumers to demand services online. This solution uses a “book now” button you can place on your company website or social networks channels Clicking the button will send the customer to an online booking type.
HousecallPro has assisted us take our business to the next level and makes dispatching, estimating, and bookkeeping much easier. I have actually utilized other competitive products in the past, however absolutely nothing has come close to the functions of HousecallPro.
Pros
Catalog flexibility, automated emails, quote approvals and invoicing, and dispatching to make sure everybody’s on the exact same page.
Cons
The automated emails must definitely be tied to task tags, however due to the fact that they’re connected to customer tags, we need to include and remove them vigilantly if we have repeat customers with numerous residential or commercial properties or different service needs.
I wish the estimate approval process was more of an eSignature process instead of any party just clicking a button.
You can add line items 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 client can evaluate the quote, and decline the service or accept.
You can likewise track the status of tasks and estimates, and see their invoice history includes search and filtering tools to help you sort and find customers efficiently. You can include tags to your customers to assist organize your customer list. Housecall Pro consists of a map view with GPS tracking, so your workplace personnel constantly knows where your field professionals are located.
If you grow from 5 to 6 employees watch out – its time to relocate to another software company in my viewpoint. The pricing strategy allows up to 5 staff members for 1 set price. Keep in mind among those 5 employees is your office personnel so you really only get 4 field techs. If you include the sixth worker your HCP monthly cost more than doubles the entire expense of the strategy. There is now no longer a way to include 1 worker to their mid-tier strategy – you have to transfer to the high tier strategy. You can acquire 2 of the mid tier prepare for less than the cost of their high tier strategy – this is just so ill-conceived! In 2015 we were able to add 1 additional staff member for simply a set cost per staff member which was very affordable. WHen that employee quit we were back down to 5 … so were uninformed that in June 2022 they made this modification wiping out the ability to include an incremental worker without having to leap to the next tier. I am gobsmacked by how wrong of move this was on their part. The whole point of this software application is helping you to grow your organization – however obviously as quickly as you do grow boy do they punish you for it!
Additionally their search function for the “pricebook” leaves a lot to be preferred. If you type in a keyword like “flange” and you have several products with that keyword in the description you expect all of the items with that keyword to appear.
The mobile app is the primary way that field technicians connect with the platform. Field specialists can use the mobile app to: access client and task details, collect payments, develop quotes and invoices, get signatures helps you send billings to your clients, and collect online payments. This is how a billing will appear in your client’s inbox.
Billings consist of a link to an online payment portal. Here is a summary of the deal fees associated with: Online payment portal deals by client: 2.99% Deals by hand went into through app or web browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% allows you to produce reports that examine your business’ performance data. Overall, is a reasonably priced field service management option perfect for SMBs. Housecall Pro Support.
I know there is a window of time approximately 4 hours, however it would be nice to let a consumer know they are arranged for a day without giving them a time. I likewise do not see consultation tips for “huge jobs” that are set for all day and are possibly arranged as much as 6 months ahead. Should be Scheduled, a one week pointer and a one day pointer at a minimum
If your business has less than 10 employee, ought to make your shortlist of software application you ought to assess. If you want to compare with a similar solution, take a look at our jobber videos If your business has more than 10 staff member, you ought to consider evaluating more robust solutions, like ServiceTitan