Are you looking for Pro Housecall Pro?…Used by over 17,000 service businesses, in a vast array industries consisting of HVAC, pipes, and cleaning. However is it right for you? We are going to cover the most important things you need to consider prior to making your purchase, consisting of cons and pros, rates, and functions. If you’re currently a customer, tell us what you consider this option in the comments below. And if you’re new here, struck the like and subscribe button to be alerted of our future product reviews.
So let’s get going. is a field service management service ideal for little to medium size companies. It is competitively priced to services with similar functionality it Consists of tools that assist organizations handle a high volume of repeating tasks And it includes numerous nice-to-have functions: a website contractor and email & postcard marketing tools. Does not use automatic quote follow-ups, an online customer portal, or an open API.
In general, we recommend that many SMBs should consider assessing. It is a competitive-priced product that provides a suite of features that suffice for many small businesses. We advise Jobber if you desire to test a solution comparable to. If your service business has more than 10 staff member, and you want to buy a more advanced service, we advise ServiceTitan is a membership based service that costs $49 to $199 per month when billed every year. And $65 to $229 per month when billed monthly.
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. also offers an enterprise level XL plan with customized rates. consist of functions that automate common tasks and enhance field operations. When you first log into, you will be directed to the dashboard. It is arranged into modules that display different reports and help keep important products like, open billings and upcoming tasks, top of mind. helps you book more jobs by enabling consumers to request services online. This service provides a “book now” button you can place on your company website or social media channels Clicking the button will send out the customer to an online reservation form.
HousecallPro has actually assisted us take our company to the next level and makes dispatching, estimating, and bookkeeping a lot easier. I have actually utilized other competitive items in the past, however absolutely nothing has actually come close to the functions of HousecallPro.
Price list flexibility, automated e-mails, price quote approvals and invoicing, and dispatching to ensure everyone’s on the same page.
The automated emails need to absolutely be connected to task tags, but since they’re connected to customer tags, we have to add and remove them vigilantly if we have repeat clients with numerous properties or various 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 items for services & products, and connect relevant files. You can send quotes to your clients by text or email. The message consists of a link where your client can examine the quote, and accept or decline the service.
You can also track the status of jobs and estimates, and view their billing history consists of search and filtering tools to help you sort and locate clients efficiently. You can include tags to your customers to help arrange your client list. allows office personnel to efficiently dispatch and schedule tasks team members. You can utilize its drag and drop calendar to assign staff member to a provided job, and set arrival windows. You can quickly set up recurring task schedules. Housecall Pro consists of a map view with GPS tracking, so your office staff constantly knows where your field specialists are located. This permits your workplace produce the most efficient routes.
If you grow from 5 to 6 staff members look out – its time to relocate to another software company in my opinion. The rates strategy allows up to 5 employees for 1 set price. Keep in mind one of those 5 employees is your office staff so you really just get 4 field techs. If you include the sixth staff member your HCP regular monthly rate more than doubles the entire expense of the strategy. There is now no longer a way to add 1 staff member to their mid-tier strategy – you need to transfer to the high tier strategy. You can purchase 2 of the mid tier prepare for less than the cost of their high tier plan – this is just so ill-conceived! In 2015 we had the ability to include 1 extra worker for just a set cost per staff member which was very sensible. WHen that employee stopped we were back down to 5 … so were unaware that in June 2022 they made this change eliminating the ability to include an incremental staff member without needing to jump to the next tier. I am gobsmacked by how wrong of move this was on their part. The whole point of this software is helping you to grow your service – but apparently as soon as you do grow young boy do they penalize you for it!
Furthermore their search function for the “pricebook” leaves a lot to be wanted. If you type in a keyword like “flange” and you have several products with that keyword in the description you expect all of the items with that keyword to appear.
The mobile app is the main manner in which field specialists engage with the platform. Field specialists can use the mobile app to: access consumer and task info, gather payments, create quotes and invoices, get signatures helps you send out invoices to your clients, and collect online payments. This is how an invoice will appear in your customer’s inbox.
Invoices consist of a link to an online payment website. Here is an overview of the transaction fees associated with: Online payment portal transactions by customer: 2.99% Transactions by hand went into through app or web browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% enables you to develop reports that evaluate your service’ efficiency information. Overall, is a fairly priced field service management solution suitable for SMBs. Pro Housecall Pro.
I understand there is a window of time approximately 4 hours, but it would be nice to let a consumer know they are arranged for a day without giving them a time. I also don’t see appointment pointers for “big jobs” that are set for throughout the day and are possibly arranged as much as 6 months ahead. Should be Set up, a one week reminder and a one day tip at a minimum
If your company has less than 10 employee, ought to make your shortlist of software you should evaluate. If you want to compare to a comparable solution, take a look at our jobber videos If your company has more than 10 employee, you should consider assessing more robust services, like ServiceTitan