Housecall Pro – Home Service Proffessionals

Are you looking for Housecall Pro?…Used by over 17,000 service companies, in a large variety markets including Heating and cooling, pipes, and cleansing. If you’re already a consumer, tell us what you believe of this service in the remarks listed below.

So let’s begin. is a field service management option perfect for little to medium size businesses. It is competitively priced to options with similar functionality it Includes tools that assist services handle a high volume of repeating tasks And it includes numerous nice-to-have features: a website contractor and e-mail & postcard marketing tools. Does not use automated quote follow-ups, an online customer portal, or an open API.

It is a competitive-priced product that provides a suite of functions that are sufficient for many little businesses. If your service business has more than 10 team members, and you are prepared to invest in a more advanced service, we recommend ServiceTitan is a subscription based service that costs $49 to $199 per month when billed each year.

Each plan limits the number of users you can include per account, and including additional users costs a month-to-month cost of $30 per user. It is arranged into modules that showcase various reports and assist keep essential items like, open invoices and upcoming jobs, top of mind. This service offers a “book now” button you can put on your company website or social media channels Clicking the button will send out the client to an online booking kind.

HousecallPro has actually assisted us take our business to the next level and makes dispatching, approximating, and accounting much easier. I’ve used other competitive items in the past, however nothing has come close to the features of HousecallPro.

Pros
Price list versatility, automated emails, quote approvals and invoicing, and dispatching to ensure everyone’s on the same page.

Cons
The automated emails need to definitely be connected to task tags, but because they’re tied to customer tags, we need to include and eliminate them vigilantly if we have repeat consumers with numerous residential or commercial properties or various service needs.

I wish the estimate approval process was more of an eSignature procedure rather than any celebration simply clicking a button.

You can add line products for services & products, and attach appropriate files. You can send out quotes to your clients by text or e-mail. The message includes a link where your client can review the quote, and decline the service or accept.

You can also track the status of tasks and price quotes, and view their billing history includes search and filtering tools to assist you sort and locate clients efficiently. You can include tags to your clients to assist organize your customer list. enables office staff to efficiently dispatch and set up tasks staff member. You can use its drag and drop calendar to designate staff member to an offered job, and set arrival windows. Likewise, you can quickly establish repeating task schedules. Housecall Pro consists of a map view with GPS tracking, so your office personnel constantly understands where your field specialists lie. This allows your workplace develop the most effective paths.

Last year we were able to include 1 additional staff member for just a set fee per worker which was really reasonable. WHen that employee quit we were back down to 5 … so were unaware that in June 2022 they made this change cleaning out the capability to add an incremental worker without having to leap to the next tier. The whole point of this software is helping you to grow your business – however apparently as quickly as you do grow kid do they punish you for it!

Additionally their search function for the “pricebook” leaves a lot to be desired. If you type in a keyword like “flange” and you have numerous items with that keyword in the description you expect all of the items with that keyword to appear. It doesn’t. Only some do.

The mobile app is the main way that field professionals interact with the platform. Field service technicians can utilize the mobile app to: gain access to customer and task info, collect payments, create billings and quotes, get signatures assists you send out billings to your customers, and gather online payments. This is how a billing will appear in your customer’s inbox.

Invoices include a link to an online payment portal. integrates with Stripe to accept charge card payments. Here is an overview of the deal fees connected with: Online payment portal transactions by customer: 2.99% Transactions by hand went into through app or internet browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% allows you to develop reports that examine your service’ performance data. Reports are adjustable. You can include and eliminate table columns to display the fields you desire. There are numerous filtering choices to drill down into details you are looking for, and you can manage the report’s date range. Overall, is a reasonably priced field service management solution perfect for SMBs. Housecall Pro.

Housecall Pro

I know there is a window of time up to 4 hours, however it would be nice to let a consumer know they are set up for a day without giving them a time. I likewise don’t see visit suggestions for “huge tasks” that are set for all the time and are potentially scheduled up to 6 months ahead. Should be Scheduled, a one week suggestion and a one day tip at a minimum

Ought to make your shortlist of software application you need to assess if your company has less than 10 group members. If you want to compare to a comparable solution, take a look at our jobber videos If your company has more than 10 team members, you must consider examining more robust options, like ServiceTitan