Are you looking for Housecall Pro Dashboard?…Utilized by over 17,000 service organizations, in a wide variety industries consisting of heating and cooling, pipes, and cleansing. Is it right for you? We are going to cover the most essential things you need to consider before making your purchase, including pros and cons, rates, and functions. Tell us what you think of this solution in the comments below if you’re currently a client. And if you’re brand-new here, hit the like and subscribe button to be alerted of our future item evaluations.
It is competitively priced to solutions with comparable functionality it Includes tools that help organizations manage a high volume of repeating jobs And it includes a number of nice-to-have functions: a website home builder and email & postcard marketing tools. Does not use automatic quote follow-ups, an online customer website, or an open API.
It is a competitive-priced product that uses a suite of functions that are adequate for numerous small businesses. If your service company has more than 10 group members, and you are willing to invest in a more sophisticated service, we suggest ServiceTitan is a subscription based service that costs $49 to $199 per month when billed each year.
Does House Call pro integrate with Quickbooks?
Each plan restricts the number of users you can add per account, and adding additional users costs a month-to-month fee of $30 per user. Uses a business level XL plan with custom-made rates. consist of functions that automate common jobs and optimize field operations. When you first log into, you will be directed to the dashboard. It is arranged into modules that showcase various reports and assist keep important items like, open invoices and upcoming tasks, top of mind. helps you book more tasks by allowing clients to request services online. This solution uses a “book now” button you can place on your business website or social media channels Clicking the button will send out the customer to an online booking type.
HousecallPro has assisted us take our company to the next level and makes dispatching, estimating, and accounting much easier. I’ve used other competitive products in the past, however absolutely nothing has come close to the functions of HousecallPro.
Pros
Price list flexibility, automated e-mails, price quote approvals and invoicing, and dispatching to ensure everyone’s on the very same page.
Cons
The automated e-mails should definitely be tied to job tags, however because they’re tied to client tags, we have to include and eliminate them vigilantly if we have repeat consumers with numerous residential or commercial properties or different service requirements.
I want the estimate approval process was more of an eSignature process instead of any party just clicking a button.
Customers will choose a service, choose a preferred time, and enter their contact details. When the customer completes the kind, will instantly signal you of the inbound task demand. helps you develop, send out, and track task estimates. You can add line items for services & products, and attach appropriate files. You can send quotes to your consumers by text or e-mail. The message consists of a link where your client can examine the quote, and decline the service or accept. helps you manage customer relationships. You can develop a profile for each customer, and store details like their phone number, email address, and location.
You can also track the status of quotes and jobs, and view their invoice history includes search and filtering tools to help you sort and find clients effectively. Also, you can include tags to your customers to help arrange your client list. enables office personnel to effectively schedule jobs and dispatch staff member. You can use its drag and drop calendar to assign staff member to a given task, and set arrival windows. Also, you can easily set up repeating task schedules. Housecall Pro includes a map view with GPS tracking, so your office personnel constantly knows where your field technicians lie. This permits your office create the most effective routes.
Last year we were able to add 1 additional staff member for just a set cost per employee which was very reasonable. WHen that worker quit we were back down to 5 … so were uninformed that in June 2022 they made this modification wiping out the capability to include an incremental employee without having to jump to the next tier. The whole point of this software application is assisting you to grow your service – however apparently as soon as you do grow young boy do they penalize you for it!
In addition their search function for the “pricebook” leaves a lot to be preferred. If you type 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 doesn’t. Just some do.
The mobile app is the primary way that field technicians connect with the platform. Field professionals can utilize the mobile app to: gain access to consumer and task info, collect payments, develop quotes and invoices, obtain signatures assists you send out billings to your customers, and gather online payments. This is how an invoice will appear in your customer’s inbox.
Billings include a link to an online payment portal. integrates with Stripe to accept charge card payments. Here is a summary of the deal fees connected with: Online payment portal deals by client: 2.99% Deals by hand entered through app or browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% enables you to develop reports that examine your company’ efficiency information. Reports are customizable. You can include and get rid of table columns to display the fields you want. Also, there are different filtering choices to drill down into information you are trying to find, and you can manage the report’s date range. Overall, is a fairly priced field service management option ideal for SMBs. Housecall Pro Dashboard.
I know there is a window of time approximately 4 hours, however it would be nice to let a customer understand they are scheduled for a day without giving them a time. I also don’t see visit reminders for “huge jobs” that are set for all the time and are possibly scheduled as much as 6 months ahead. Should be Scheduled, a one week pointer and a one day pointer 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 want to compare with a comparable service, check out our jobber videos If your organization has more than 10 team members, you should think about evaluating more robust services, like ServiceTitan