Housecall Pro Accounting – Home Service Proffessionals

Are you looking for Housecall Pro Accounting?…Used by over 17,000 service businesses, in a large range industries consisting of a/c, pipes, and cleansing. Is it right for you? We are going to cover the most crucial things you ought to think about prior to making your purchase, consisting of cons and pros, prices, and features. If you’re already a client, tell us what you consider this solution in the remarks below. And if you’re brand-new here, hit the like and subscribe button to be notified of our future item evaluations.

So let’s get going. is a field service management solution perfect for little to medium size businesses. It is competitively priced to services with similar functionality it Includes tools that help services handle a high volume of repeating jobs And it includes numerous nice-to-have functions: a site home builder and e-mail & postcard marketing tools. Does not provide automatic quote follow-ups, an online customer portal, or an open API.

It is a competitive-priced item that uses a suite of features that are sufficient for many small services. If your service organization has more than 10 group members, and you are ready to invest in a more sophisticated solution, we recommend ServiceTitan is a membership based service that costs $49 to $199 per month when billed yearly.

Each plan restricts the number of users you can add per account, and including extra users costs a regular monthly charge of $30 per user. Uses a business level XL plan with custom-made rates. include features that automate common jobs and optimize field operations. When you initially log into, you will be directed to the control panel. It is organized into modules that display different reports and help keep important products like, open billings and upcoming tasks, top of mind. assists you book more jobs by allowing clients to request services online. This service provides a “book now” button you can place on your company site or social media channels Clicking the button will send out the client to an online booking form.

HousecallPro has helped us take our company to the next level and makes dispatching, estimating, and accounting much easier. I’ve utilized other competitive items in the past, however absolutely nothing has come close to the features of HousecallPro.

Pros
Catalog versatility, automated e-mails, quote approvals and invoicing, and dispatching to make sure everyone’s on the exact same page.

Cons
The automated emails need to absolutely be tied to job tags, but because they’re connected to consumer tags, we have to include and remove them vigilantly if we have repeat clients with multiple properties or various service needs.

I want the quote approval process was more of an eSignature procedure as opposed to any celebration simply clicking a button.

You can add line products for services & materials, and connect relevant files. You can send quotes to your consumers by text or email. The message consists of a link where your customer can evaluate the quote, and accept or decline the service.

You can also track the status of tasks and estimates, and view their invoice history includes search and filtering tools to help you sort and locate customers effectively. You can include tags to your clients to assist organize your client list. enables workplace staff to efficiently dispatch and set up tasks employee. You can use its drag and drop calendar to designate team members to a given task, and set arrival windows. Likewise, you can easily establish recurring task schedules. Housecall Pro consists of a map view with GPS tracking, so your workplace staff constantly understands where your field specialists lie. This allows your office create the most efficient paths.

If you grow from 5 to 6 staff members look out – its time to relocate to another software application provider in my opinion. The pricing strategy enables approximately 5 employees for 1 set rate. Keep in mind among those 5 employees is your workplace staff so you really just get 4 field techs. If you add the 6th worker your HCP regular monthly cost more than doubles the whole expense of the strategy. There is now no longer a method to add 1 worker to their mid-tier plan – you need to relocate to the high tier strategy. You can buy 2 of the mid tier prepare for less than the price of their high tier strategy – this is so ill-conceived! In 2015 we were able to add 1 additional staff member for simply a set cost per worker which was really affordable. WHen that worker stopped we were back down to 5 … so were uninformed that in June 2022 they made this modification eliminating the capability to add an incremental employee 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 application is helping you to grow your organization – however apparently as quickly as you do grow young boy do they penalize you for it!

Additionally their search function for the “pricebook” leaves a lot to be preferred. If you key in a keyword like “flange” and you have several items with that keyword in the description you expect all of the items with that keyword to appear. It does not. Just some do.

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

Billings include a link to an online payment portal. Here is a summary of the transaction fees associated with: Online payment portal deals by client: 2.99% Transactions by hand entered through app or browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% permits you to create reports that evaluate your service’ performance data. Overall, is a reasonably priced field service management option ideal for SMBs. Housecall Pro Accounting.

Housecall Pro Accounting

I know there is a window of time up to 4 hours, but it would be nice to let a client understand they are scheduled for a day without giving them a time. I also do not see consultation tips for “big jobs” that are set for throughout the day and are possibly scheduled up to 6 months ahead. Need to be Arranged, a one week suggestion and a one day suggestion at a minimum

If your business has less than 10 team members, ought to make your shortlist of software application you need to assess. If you wish to compare with a similar service, have a look at our jobber videos If your business has more than 10 staff member, you must think about evaluating more robust options, like ServiceTitan