Are you looking for Housecall Pro Database?…Used by over 17,000 service organizations, in a wide range markets consisting of A/c, plumbing, and cleaning. If you’re already a customer, inform us what you think of this option in the remarks below.
So let’s get started. is a field service management solution perfect for small to medium size services. It is competitively priced to services with similar performance it Consists of tools that assist businesses manage a high volume of repeating tasks And it includes numerous nice-to-have features: a website contractor and email & postcard marketing tools. Does not provide automated quote follow-ups, an online consumer website, or an open API.
Overall, we advise that many SMBs need to think about examining. It is a competitive-priced product that offers a suite of functions that are sufficient for numerous small businesses. We advise Jobber if you want to check a solution similar to. If your service organization has more than 10 team members, and you are willing to invest in a more advanced service, we advise ServiceTitan is a subscription based service that costs $49 to $199 each month when billed every year. When billed monthly, and $65 to $229 per month.
Does House Call pro integrate with Quickbooks?
Each plan limits the number of users you can include per account, and adding extra users costs a regular monthly cost of $30 per user. It is organized into modules that showcase different reports and help keep essential items like, open invoices and upcoming tasks, top of mind. This option offers a “book now” button you can position on your business site or social media channels Clicking the button will send the customer to an online reservation form.
HousecallPro has assisted us take our business to the next level and makes dispatching, estimating, and bookkeeping a lot easier. I’ve utilized other competitive products 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 everybody’s on the very same page.
Cons
The automated e-mails must definitely be connected to task tags, however because they’re tied to customer tags, we have to include and eliminate them vigilantly if we have repeat customers with multiple properties or various service needs.
I wish the quote approval procedure was more of an eSignature procedure as opposed to any party simply clicking a button.
You can add line items for services & products, and attach pertinent files. You can send out quotes to your consumers by text or e-mail. The message includes a link where your client can evaluate the quote, and accept or decrease the service.
You can also track the status of quotes and jobs, and see their invoice history includes search and filtering tools to assist you sort and locate customers efficiently. You can add tags to your clients to assist arrange your client list. Housecall Pro consists of a map view with GPS tracking, so your workplace personnel always understands where your field specialists are situated.
If you grow from 5 to 6 staff members watch out – its time to move to another software application service provider in my opinion. The pricing plan enables up to 5 workers for 1 set rate. Keep in mind one of those 5 employees is your office staff so you really just get 4 field techs. If you add the 6th employee your HCP month-to-month rate more than doubles the entire expense of the strategy. There is now no longer a method to include 1 worker to their mid-tier strategy – you have to relocate to the high tier strategy. You can buy 2 of the mid tier prepare for less than the cost of their high tier strategy – this is just so ill-conceived! In 2015 we had the ability to include 1 extra employee for simply a set cost per employee which was really sensible. WHen that staff member quit we were pull back to 5 … so were unaware that in June 2022 they made this modification wiping out the ability to include an incremental employee without needing to jump to the next tier. I am gobsmacked by how incorrect of move this was on their part. The entire point of this software is assisting you to grow your company – but apparently as soon as you do grow kid do they punish you for it!
Additionally their search function for the “pricebook” leaves a lot to be preferred. If you enter a keyword like “flange” and you have numerous products 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 technicians interact with the platform. Field specialists can utilize the mobile app to: gain access to customer and job details, gather payments, produce quotes and invoices, get signatures assists you send out billings to your customers, and gather online payments. This is how an invoice will appear in your client’s inbox.
Billings include a link to an online payment website. Here is a summary of the deal costs associated with: Online payment portal transactions by client: 2.99% Deals manually got in through app or internet browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% enables you to create reports that examine your organization’ efficiency data. In general, is a fairly priced field service management option perfect for SMBs. Housecall Pro Database.
I know there is a window of time approximately 4 hours, but it would be nice to let a client know they are arranged for a day without giving them a time. I also do not see appointment reminders for “big jobs” that are set for all day and are potentially arranged as much as 6 months ahead. Must be Set up, a one week tip and a one day tip at a minimum
If your company has less than 10 employee, should make your shortlist of software application you ought to examine. If you wish to compare to a comparable option, check out our jobber videos If your organization has more than 10 staff member, you should think about evaluating more robust services, like ServiceTitan