Are you looking for Housecall Pro Value?…Used by over 17,000 service organizations, in a wide range markets consisting of Heating and cooling, plumbing, and cleansing. If you’re currently a customer, tell us what you think of this service in the comments below.
Let’s get begun. is a field service management solution ideal for small to medium size organizations. It is competitively priced to services with similar performance it Includes tools that help organizations handle a high volume of recurring tasks And it consists of numerous nice-to-have functions: a website contractor and e-mail & postcard marketing tools. Does not provide automatic quote follow-ups, an online client website, or an open API.
It is a competitive-priced product that provides a suite of functions that are sufficient for many little organizations. If your service business has more than 10 team members, and you are prepared to invest in a more sophisticated solution, we suggest ServiceTitan is a subscription based service that costs $49 to $199 per month when billed every year.
Does House Call pro integrate with Quickbooks?
Each plan limits the number of users you can add per account, and including additional users costs a regular monthly charge of $30 per user. Provides an enterprise level XL plan with custom-made rates. include functions that automate typical jobs and enhance field operations. When you first log into, you will be directed to the dashboard. It is organized into modules that display different reports and assist keep important items like, open invoices and upcoming tasks, top of mind. assists you book more tasks by permitting customers to request services online. This solution offers a “book now” button you can place on your business site or social networks channels Clicking the button will send out the customer to an online reservation form.
HousecallPro has assisted us take our organization to the next level and makes dispatching, estimating, and accounting much easier. I have actually used other competitive items in the past, but absolutely nothing has actually come close to the functions of HousecallPro.
Pros
Catalog flexibility, automated emails, quote approvals and invoicing, and dispatching to make sure everyone’s on the very same page.
Cons
The automated e-mails must definitely be tied to job tags, but since they’re connected to customer tags, we need to add and remove them vigilantly if we have repeat customers with numerous homes or various service needs.
I want the price quote approval process was more of an eSignature process as opposed to any party simply clicking a button.
You can include line products for services & materials, and attach relevant files. You can send quotes to your consumers by text or e-mail. The message includes a link where your consumer can review the quote, and accept or decrease the service.
You can likewise track the status of jobs and quotes, and view their billing history consists of search and filtering tools to assist you sort and locate clients effectively. Likewise, you can add tags to your customers to help arrange your customer list. allows office staff to effectively schedule tasks and dispatch team members. You can use its drag and drop calendar to designate team members to an offered job, and set arrival windows. You can easily set up recurring task schedules. Housecall Pro includes a map view with GPS tracking, so your workplace staff constantly understands where your field service technicians are located. This allows your office create the most effective paths.
If you grow from 5 to 6 employees look out – its time to transfer to another software application supplier in my opinion. The pricing plan allows up to 5 workers for 1 set cost. Bear in mind among those 5 employees is your workplace staff so you truly only get 4 field techs. If you add the sixth employee your HCP month-to-month price more than doubles the whole expense of the plan. There is now no longer a method to include 1 staff member to their mid-tier plan – you have to relocate to the high tier strategy. You can acquire 2 of the mid tier plans for less than the cost of their high tier plan – this is so ill-conceived! In 2015 we were able to include 1 extra employee for just a set charge per staff member which was extremely affordable. WHen that employee stopped we were pull back to 5 … so were unaware that in June 2022 they made this modification erasing the capability 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 entire point of this software is helping you to grow your company – but obviously as quickly 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 desired. 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 primary way that field technicians communicate with the platform. Field service technicians can use the mobile app to: access customer and task information, collect payments, create invoices and quotes, acquire signatures helps you send billings to your customers, and gather online payments. This is how an invoice will appear in your customer’s inbox.
Invoices consist of a link to an online payment portal. incorporates with Stripe to accept credit card payments. Here is an overview of the deal costs connected with: Online payment portal transactions by customer: 2.99% Transactions by hand entered through app or browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% enables you to develop reports that evaluate your company’ performance information. Reports are personalized. You can eliminate and add table columns to show the fields you desire. There are different filtering options 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 option suitable for SMBs. Housecall Pro Value.
I understand there is a window of time as much as 4 hours, but it would be nice to let a client know they are arranged for a day without providing a time. I also don’t see consultation pointers for “big jobs” that are set for throughout the day and are possibly arranged up to six months ahead. Should be Scheduled, a one week reminder and a one day pointer at a minimum
Need to make your shortlist of software you ought to evaluate if your organization has less than 10 group members. If you wish to compare with a similar service, have a look at our jobber videos If your organization has more than 10 team members, you should consider assessing more robust solutions, like ServiceTitan