Battery Ventures Housecall Pro – Home Service Proffessionals

Are you looking for Battery Ventures Housecall Pro?…Used by over 17,000 service organizations, in a large range markets consisting of HVAC, pipes, and cleansing. Is it right for you? We are going to cover the most important things you must consider before making your purchase, consisting of pros and cons, rates, and functions. Tell us what you think of this solution in the remarks below if you’re currently a customer. And if you’re brand-new here, struck the like and subscribe button to be alerted of our future product reviews.

So let’s get started. is a field service management solution ideal for small to medium size businesses. It is competitively priced to services with comparable functionality it Includes tools that assist businesses handle a high volume of repeating tasks And it includes a number of nice-to-have features: a site home builder and email & postcard marketing tools. However, does not use automated quote follow-ups, an online customer website, or an open API.

In general, we recommend that a lot of SMBs should think about assessing. It is a competitive-priced item that provides a suite of functions that suffice for lots of small businesses. We suggest Jobber if you desire to check a solution comparable to. If your service organization has more than 10 staff member, and you want to purchase a more sophisticated service, we suggest ServiceTitan is a membership based service that costs $49 to $199 per month when billed each year. And $65 to $229 each month when billed monthly.

Each plan restricts the number of users you can add per account, and adding extra users costs a month-to-month charge of $30 per user. It is organized into modules that display different reports and assist keep essential products like, open billings and upcoming tasks, top of mind. This service provides a “book now” button you can put on your business site or social media channels Clicking the button will send out the customer to an online reservation kind.

HousecallPro has actually helped us take our service to the next level and makes dispatching, approximating, and bookkeeping a lot easier. I have actually utilized other competitive products in the past, but absolutely nothing has come close to the functions of HousecallPro.

Pros
Catalog versatility, automated emails, quote approvals and invoicing, and dispatching to make certain everyone’s on the exact same page.

Cons
The automated e-mails should absolutely be connected to task tags, however due to the fact that they’re tied to customer tags, we have to include and remove them vigilantly if we have repeat clients with numerous residential or commercial properties or different service requirements.

I want the quote approval procedure was more of an eSignature procedure rather than any party simply clicking a button.

Customers will pick a service, choose a preferred time, and enter their contact info. When the customer completes the type, will automatically inform you of the inbound job request. assists you produce, send, and track task price quotes. You can add line products for materials & services, and connect appropriate files. You can send quotes to your clients by text or email. The message includes a link where your consumer can evaluate the quote, and decline the service or accept. helps you manage client relationships. You can develop a profile for each client, and store details like their telephone number, e-mail address, and location.

You can likewise track the status of estimates and tasks, and view their invoice history includes search and filtering tools to assist you sort and find clients efficiently. You can add tags to your customers to help organize your customer list. Housecall Pro consists of a map view with GPS tracking, so your office staff constantly understands where your field technicians are located.

If you grow from 5 to 6 employees beware – its time to transfer to another software application supplier in my viewpoint. The prices plan permits as much as 5 employees for 1 set cost. Bear in mind one of those 5 staff members is your workplace personnel so you truly just get 4 field techs. If you add the 6th employee your HCP month-to-month cost more than doubles the whole cost of the plan. There is now no longer a method to include 1 employee to their mid-tier strategy – you have to relocate to the high tier strategy. You can acquire 2 of the mid tier prepare for less than the cost of their high tier strategy – this is just so ill-conceived! Last year we were able to add 1 extra worker for just a set fee per employee which was really sensible. WHen that employee stopped we were pull back to 5 … so were unaware that in June 2022 they made this change wiping out the ability to include an incremental staff member without having 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 application is helping you to grow your organization – however obviously as soon as you do grow young boy do they punish you for it!

Additionally their search function for the “pricebook” leaves a lot to be desired. If you enter 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. It doesn’t. Just some do.

The mobile app is the primary manner in which field professionals engage with the platform. Field technicians can utilize the mobile app to: access customer and job information, collect payments, develop quotes and billings, obtain signatures assists you send out billings to your customers, and collect online payments. This is how a billing will appear in your customer’s inbox.

Invoices include a link to an online payment portal. Here is an introduction of the transaction fees associated with: Online payment portal transactions by customer: 2.99% Deals manually got in through app or browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% enables you to develop reports that examine your business’ efficiency data. Overall, is a reasonably priced field service management option perfect for SMBs. Battery Ventures Housecall Pro.

Battery Ventures 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 do not see appointment reminders for “big jobs” that are set for all the time and are possibly arranged up to six months ahead. Ought to be Scheduled, a one week reminder and a one day suggestion at a minimum

Must make your shortlist of software you ought to evaluate if your business has less than 10 team members. If you wish to compare to a similar option, check out our jobber videos If your business has more than 10 staff member, you must think about assessing more robust solutions, like ServiceTitan