Housecall Pro User Group – Home Service Proffessionals

Are you looking for Housecall Pro User Group?…Used by over 17,000 service companies, in a wide range industries including heating and cooling, plumbing, and cleaning. However is it right for you? We are going to cover the most essential things you need to consider before making your purchase, including cons and pros, prices, and functions. If you’re already a customer, tell us what you think of this service in the comments below. And if you’re new here, hit the like and subscribe button to be notified of our future product evaluations.

So let’s get going. is a field service management solution ideal for little to medium size services. It is competitively priced to services with comparable functionality it Includes tools that help businesses handle a high volume of recurring jobs And it includes several nice-to-have features: a site builder and email & postcard marketing tools. However, does not use automated quote follow-ups, an online consumer portal, or an open API.

It is a competitive-priced item that uses a suite of functions that are enough for lots of little businesses. If your service organization has more than 10 team members, and you are prepared to invest in a more advanced option, we recommend ServiceTitan is a subscription based service that costs $49 to $199 per month when billed annually.

Each strategy restricts the variety of users you can add per account, and including additional users costs a monthly cost of $30 per user. also offers an enterprise level XL strategy with custom-made prices. consist of features that automate common tasks and enhance field operations. When you initially log into, you will be directed to the control panel. It is arranged into modules that display different reports and assist keep crucial items like, open invoices and upcoming jobs, top of mind. helps you book more tasks by enabling clients to request services online. This solution provides a “book now” button you can place on your business website or social networks channels Clicking the button will send out the customer to an online booking form.

HousecallPro has assisted us take our organization to the next level and makes dispatching, estimating, and bookkeeping much easier. I have actually utilized other competitive products in the past, but absolutely nothing has come close to the features of HousecallPro.

Pros
Price list versatility, automated e-mails, quote approvals and invoicing, and dispatching to make certain everyone’s on the very same page.

Cons
The automated e-mails must absolutely be connected to job tags, but because they’re tied to customer tags, we have to add and eliminate them vigilantly if we have repeat customers with several properties or different service needs.

I want the price quote approval process was more of an eSignature process rather than any party just clicking a button.

You can include line products for products & services, and connect relevant files. You can send out quotes to your customers by text or e-mail. The message consists of a link where your client can review the quote, and accept or decline the service.

You can likewise track the status of jobs and price quotes, and view their billing history includes search and filtering tools to assist you sort and locate customers efficiently. You can include tags to your clients to assist arrange your client list. Housecall Pro consists of a map view with GPS tracking, so your workplace personnel constantly knows where your field specialists are situated.

If you grow from 5 to 6 employees watch out – its time to transfer to another software application service provider in my viewpoint. The prices strategy allows as much as 5 employees for 1 set price. Remember one of those 5 workers is your workplace staff so you really only get 4 field techs. If you include the sixth employee your HCP regular monthly price more than doubles the entire expense of the plan. There is now no longer a method to add 1 staff member to their mid-tier strategy – you have to move to the high tier plan. You can purchase 2 of the mid tier prepare for less than the price of their high tier plan – this is so ill-conceived! Last year we were able to add 1 extra worker for simply a set cost per worker 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 wiping out the capability to include an incremental worker without needing to leap to the next tier. I am gobsmacked by how wrong of relocation this was on their part. The entire point of this software is assisting you to grow your business – however apparently as quickly as you do grow boy do they penalize you for it!

Furthermore 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 items with that keyword to appear.

The mobile app is the main way that field service technicians engage with the platform. Field service technicians can use the mobile app to: gain access to customer and job details, gather payments, develop quotes and invoices, get signatures assists you send out billings to your clients, and collect online payments. This is how a billing will appear in your customer’s inbox.

Invoices consist of a link to an online payment website. integrates with Stripe to accept charge card payments. Here is a summary of the transaction costs associated with: Online payment portal deals by client: 2.99% Deals manually got in through app or web browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% enables you to create reports that evaluate your service’ efficiency data. Reports are customizable. You can get rid of and add table columns to show the fields you desire. There are various filtering alternatives to drill down into info you are looking for, and you can manage the report’s date variety. In general, is a reasonably priced field service management service suitable for SMBs. Housecall Pro User Group.

Housecall Pro User Group

I understand there is a window of time up to 4 hours, however it would be nice to let a customer know they are scheduled for a day without giving them a time. I likewise do not see appointment pointers for “big jobs” that are set for throughout the day and are potentially arranged as much as six months ahead. Ought to be Scheduled, a one week tip and a one day suggestion at a minimum

If your company has less than 10 staff member, ought to make your shortlist of software you must assess. If you wish to compare to a comparable service, have a look at our jobber videos If your business has more than 10 team members, you need to consider examining more robust services, like ServiceTitan