Are you looking for Housecall Pro Unicorn?…Used by over 17,000 service businesses, in a large range markets including Heating and cooling, plumbing, and cleansing. If you’re already a consumer, inform us what you think of this solution in the comments below.
So let’s start. is a field service management option perfect for small to medium size companies. It is competitively priced to options with comparable functionality it Consists of tools that assist services manage a high volume of repeating jobs And it includes a number of nice-to-have features: a site home builder and e-mail & postcard marketing tools. However, does not provide automatic quote follow-ups, an online customer portal, or an open API.
Overall, we advise that many SMBs must consider examining. It is a competitive-priced item that offers a suite of functions that are sufficient for numerous small businesses. We suggest Jobber if you want to check a service comparable to. If your service organization has more than 10 employee, and you are willing to invest in a more sophisticated option, we advise ServiceTitan is a subscription based service that costs $49 to $199 per month when billed annually. When billed monthly, and $65 to $229 per month.
Does House Call pro integrate with Quickbooks?
Each strategy limits the variety of users you can add per account, and including extra users costs a regular monthly cost of $30 per user. Uses a business level XL plan with customized prices. include features that automate common tasks and enhance field operations. When you initially log into, you will be directed to the control panel. It is organized into modules that display different reports and help keep important items like, open invoices and upcoming tasks, top of mind. assists you book more jobs by allowing customers to demand services online. This service uses a “book now” button you can place on your company site or social media channels Clicking the button will send the customer to an online booking kind.
HousecallPro has actually assisted us take our organization to the next level and makes dispatching, estimating, and bookkeeping much easier. I’ve used other competitive items in the past, however absolutely nothing has come close to the functions of HousecallPro.
Pros
Catalog flexibility, automated e-mails, quote approvals and invoicing, and dispatching to make sure everybody’s on the exact same page.
Cons
The automated e-mails ought to absolutely be tied to job tags, however because they’re tied to customer tags, we need to add and remove them vigilantly if we have repeat consumers with numerous properties or various service needs.
I wish the quote approval procedure was more of an eSignature process as opposed to any celebration just clicking a button.
Customers will select a service, select a favored time, and enter their contact details. When the customer finishes the kind, will automatically inform you of the incoming task demand. assists you create, send out, and track task price quotes. You can add line items for materials & services, and connect appropriate files. You can send quotes to your customers by text or e-mail. The message consists of a link where your client can examine the quote, and accept or decline the service. helps you manage customer relationships. You can produce a profile for each client, and shop details like their phone number, email address, and location.
You can also track the status of tasks and price quotes, and view their invoice history includes search and filtering tools to assist you sort and find customers efficiently. You can include tags to your clients to help arrange your customer list. Housecall Pro includes a map view with GPS tracking, so your office staff constantly knows where your field service technicians are situated.
If you grow from 5 to 6 employees look out – its time to move to another software company in my viewpoint. The pricing plan enables up to 5 employees for 1 set cost. Remember among those 5 staff members is your workplace staff so you actually only get 4 field techs. If you include the 6th staff member your HCP regular monthly cost more than doubles the whole cost of the plan. There is now no longer a way to include 1 employee to their mid-tier strategy – you have to transfer to the high tier plan. You can acquire 2 of the mid tier prepare for less than the rate of their high tier plan – this is just so ill-conceived! In 2015 we were able to include 1 additional staff member for simply a set cost per worker which was really reasonable. WHen that staff member stopped we were pull back to 5 … so were unaware that in June 2022 they made this change erasing the ability to include an incremental worker without needing to jump to the next tier. I am gobsmacked by how incorrect of move this was on their part. The whole point of this software is helping you to grow your company – however apparently 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 items with that keyword in the description you expect all of the products with that keyword to appear.
The mobile app is the main way that field specialists engage with the platform. Field specialists can utilize the mobile app to: access consumer and task details, gather payments, create quotes and invoices, acquire signatures assists you send out invoices to your clients, and gather 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 charges associated with: Online payment portal transactions by customer: 2.99% Deals by hand went into through app or browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% enables you to develop reports that examine your organization’ efficiency data. Overall, is a fairly priced field service management solution suitable for SMBs. Housecall Pro Unicorn.
I know there is a window of time up to 4 hours, however it would be nice to let a client know they are set up for a day without providing a time. I likewise do not see consultation suggestions for “big tasks” that are set for throughout the day and are possibly arranged up to 6 months ahead. Must be Set up, a one week suggestion and a one day suggestion at a minimum
Need to make your shortlist of software application you must evaluate if your company has less than 10 team members. If you want to compare with a similar option, have a look at our jobber videos If your service has more than 10 staff member, you need to consider evaluating more robust options, like ServiceTitan