Housecall Pro Consultant – Home Service Proffessionals

Are you looking for Housecall Pro Consultant?…Used by over 17,000 service companies, in a wide variety industries consisting of HVAC, pipes, and cleansing. But is it right for you? We are going to cover the most crucial things you should consider prior to making your purchase, including advantages and disadvantages, pricing, and features. If you’re currently a consumer, inform us what you consider this solution in the comments below. And if you’re brand-new here, hit the like and subscribe button to be alerted of our future product reviews.

It is competitively priced to options with comparable performance it Includes tools that assist organizations handle a high volume of repeating jobs And it consists of a number of nice-to-have functions: a website contractor and email & postcard marketing tools. Does not offer automated quote follow-ups, an online client portal, or an open API.

In general, we advise that a lot of SMBs must consider assessing. It is a competitive-priced product that uses a suite of functions that are sufficient for many small businesses. If you want to evaluate an option similar to, we advise Jobber. If your service company has more than 10 team members, and you are willing to buy a more advanced solution, we recommend ServiceTitan is a subscription based service that costs $49 to $199 each month when billed annually. And $65 to $229 each month when billed monthly.

Each strategy restricts the number of users you can add per account, and including extra users costs a month-to-month fee of $30 per user. It is organized into modules that showcase various reports and help keep crucial items like, open billings and upcoming jobs, top of mind. This option uses a “book now” button you can place on your business site or social media channels Clicking the button will send the customer to an online reservation type.

HousecallPro has helped us take our service to the next level and makes dispatching, approximating, and bookkeeping a lot easier. I’ve used other competitive items in the past, but nothing has actually come close to the features of HousecallPro.

Pros
Catalog flexibility, automated emails, estimate approvals and invoicing, and dispatching to ensure everyone’s on the exact same page.

Cons
The automated e-mails ought to absolutely be connected to job 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 customers with numerous homes or various service needs.

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

Customers will pick a service, choose a preferred time, and enter their contact details. When the customer completes the form, will automatically inform you of the inbound job request. helps you create, send out, and track job quotes. You can include line items for services & products, and connect relevant files. You can send quotes to your clients by text or e-mail. The message includes a link where your client can evaluate the quote, and accept or decline the service. assists you manage customer relationships. You can develop a profile for each client, and shop info like their phone number, email address, and place.

You can likewise track the status of tasks and estimates, and view their billing history consists of search and filtering tools to assist you sort and find customers effectively. Also, you can include tags to your consumers to help arrange your client list. permits workplace personnel to efficiently dispatch and set up tasks staff member. You can use its drag and drop calendar to assign team members to a given task, and set arrival windows. You can quickly set up recurring job schedules. Housecall Pro consists of a map view with GPS tracking, so your office personnel always knows where your field professionals are located. This allows your office develop the most effective routes.

Last year we were able to include 1 additional employee for just a set fee per staff member which was extremely sensible. WHen that employee stopped we were back down to 5 … so were uninformed that in June 2022 they made this modification wiping out the ability to include an incremental employee without having to leap to the next tier. The entire point of this software application is assisting you to grow your company – however obviously 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 wanted. If you key in a keyword like “flange” and you have numerous items with that keyword in the description you expect all of the products with that keyword to appear. It doesn’t. Only some do.

The mobile app is the main manner in which field technicians engage with the platform. Field specialists can use the mobile app to: access client and job details, collect payments, create quotes and billings, get 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.

Invoices consist of a link to an online payment portal. Here is an overview of the deal fees associated with: Online payment portal deals by client: 2.99% Transactions manually went into through app or web browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% enables you to produce reports that analyze your company’ performance data. In general, is a reasonably priced field service management option ideal for SMBs. Housecall Pro Consultant.

Housecall Pro Consultant

I know there is a window of time up to 4 hours, but it would be nice to let a customer understand they are scheduled for a day without giving them a time. I likewise do not see appointment tips for “big tasks” that are set for all day and are potentially arranged as much as six months ahead. Should be Arranged, a one week reminder and a one day pointer at a minimum

If your business has less than 10 staff member, should make your shortlist of software application you need to evaluate. If you wish to compare to a similar solution, take a look at our jobber videos If your business has more than 10 team members, you should think about evaluating more robust services, like ServiceTitan