Are you looking for Mastermind Housecall Pro?…Utilized by over 17,000 service organizations, in a broad range industries consisting of A/c, pipes, and cleansing. If you’re already a customer, inform us what you believe of this service in the remarks below.
So let’s start. is a field service management solution ideal for small to medium size organizations. It is competitively priced to options with similar performance it Includes tools that assist businesses handle a high volume of repeating tasks And it consists of numerous nice-to-have features: a site home builder and e-mail & postcard marketing tools. Does not provide automated quote follow-ups, an online customer portal, or an open API.
It is a competitive-priced item that offers a suite of functions that are enough for lots of little businesses. If your service organization has more than 10 group members, and you are willing to invest in a more sophisticated service, we advise ServiceTitan is a subscription based service that costs $49 to $199 per month when billed yearly.
Does House Call pro integrate with Quickbooks?
Each plan restricts the number of users you can include per account, and including extra users costs a monthly charge of $30 per user. It is organized into modules that display different reports and help keep crucial items like, open billings and upcoming tasks, top of mind. This solution uses a “book now” button you can position on your business website or social media channels Clicking the button will send out the client to an online booking form.
HousecallPro has helped us take our service to the next level and makes dispatching, estimating, and bookkeeping a lot easier. I have actually used other competitive products in the past, however absolutely nothing has actually come close to the functions of HousecallPro.
Pros
Price list versatility, automated e-mails, price quote approvals and invoicing, and dispatching to make sure everyone’s on the very same page.
Cons
The automated e-mails should absolutely be tied to job tags, however because they’re tied to consumer tags, we have to add and eliminate them vigilantly if we have repeat consumers with multiple homes or different service requirements.
I wish the estimate approval process was more of an eSignature process instead of any celebration just clicking a button.
You can include line products for services & products, and connect relevant files. You can send quotes to your customers by text or email. The message consists of a link where your client can examine the quote, and decrease the service or accept.
You can also track the status of quotes and tasks, and see their billing history consists of search and filtering tools to help you sort and find customers effectively. You can include tags to your consumers to assist organize your client list. allows workplace personnel to effectively schedule tasks and dispatch employee. You can use its drag and drop calendar to assign staff member to an offered task, and set arrival windows. You can easily set up repeating job schedules. Housecall Pro includes a map view with GPS tracking, so your office personnel always knows where your field service technicians are located. This allows your office develop the most effective routes.
If you grow from 5 to 6 workers beware – its time to relocate to another software provider in my viewpoint. The prices plan allows as much as 5 staff members for 1 set rate. Remember among those 5 workers is your office staff so you really just get 4 field techs. , if you add the Sixth employee your HCP regular monthly rate more than doubles the entire expense of the plan.. There is now no longer a way to add 1 staff member to their mid-tier strategy – you need to relocate to the high tier strategy. You can buy 2 of the mid tier plans for less than the rate of their high tier strategy – this is so ill-conceived! In 2015 we had the ability to include 1 extra worker for simply a set cost per employee which was extremely sensible. WHen that worker stopped we were back down to 5 … so were uninformed that in June 2022 they made this modification eliminating the ability to include an incremental staff member without needing 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 assisting you to grow your organization – but obviously as soon as you do grow boy 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 multiple items with that keyword in the description you expect all of the products with that keyword to appear.
The mobile app is the primary way that field technicians connect with the platform. Field service technicians can utilize the mobile app to: access client and job details, collect payments, develop invoices and quotes, acquire 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.
Billings consist of a link to an online payment website. integrates with Stripe to accept charge card payments. Here is a summary of the transaction charges related to: Online payment portal deals by customer: 2.99% Transactions by hand entered through app or internet browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% enables you to produce reports that evaluate your business’ efficiency information. Reports are adjustable. You can remove and add table columns to display the fields you want. There are different filtering options to drill down into info you are looking for, and you can manage the report’s date range. Overall, is a fairly priced field service management service perfect for SMBs. Mastermind Housecall Pro.
I know there is a window of time as much as 4 hours, but it would be nice to let a client know they are scheduled for a day without providing a time. I likewise don’t see consultation suggestions for “huge jobs” that are set for all the time and are potentially arranged approximately six months ahead. Must be Arranged, a one week pointer and a one day suggestion at a minimum
Need to make your shortlist of software application you ought to evaluate if your service has less than 10 group members. If you wish to compare with a comparable option, check out our jobber videos If your company has more than 10 employee, you need to think about evaluating more robust services, like ServiceTitan