Housecall Pro Desktop App – Home Service Proffessionals

Are you looking for Housecall Pro Desktop App?…Used by over 17,000 service companies, in a large range markets consisting of Heating and cooling, pipes, and cleansing. If you’re already a customer, tell us what you think of this option in the remarks listed below.

Let’s get started. is a field service management option ideal for small to medium size organizations. It is competitively priced to options with comparable performance it Consists of tools that help companies manage a high volume of recurring tasks And it consists of a number of nice-to-have functions: a site builder and e-mail & postcard marketing tools. Does not provide automatic quote follow-ups, an online consumer website, or an open API.

It is a competitive-priced item that uses a suite of functions that are adequate for lots of little companies. If your service organization has more than 10 team members, and you are prepared to invest in a more sophisticated solution, we advise ServiceTitan is a subscription based service that costs $49 to $199 per month when billed each year.

Each plan limits the variety of users you can add per account, and including additional users costs a month-to-month charge of $30 per user. Provides a business level XL plan with custom pricing. consist of features that automate typical tasks and optimize field operations. When you first log into, you will be directed to the dashboard. It is arranged into modules that display different reports and help keep important items like, open billings and upcoming jobs, top of mind. helps you book more jobs by allowing customers to demand services online. This service offers 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 booking type.

HousecallPro has actually assisted us take our organization to the next level and makes dispatching, estimating, and bookkeeping much easier. I’ve utilized other competitive products in the past, but absolutely nothing has come close to the features of HousecallPro.

Pros
Price list versatility, automated e-mails, quote approvals and invoicing, and dispatching to make certain everyone’s on the same page.

Cons
The automated emails ought to absolutely be connected to task tags, but since they’re tied to consumer tags, we have to add and remove them vigilantly if we have repeat customers with numerous homes or various service requirements.

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

Customers will select a service, pick a favored time, and enter their contact details. When the client finishes the form, will automatically inform you of the inbound task demand. helps you create, send, and track task quotes. You can include line items for services & products, and attach appropriate files. You can send out quotes to your customers by text or email. The message includes a link where your consumer can review the quote, and accept or decrease the service. assists you manage customer relationships. You can create a profile for each client, and shop details like their phone number, e-mail address, and location.

You can likewise track the status of jobs and estimates, and see their billing history consists of search and filtering tools to assist you sort and locate customers efficiently. Also, you can add tags to your consumers to help arrange your customer list. enables workplace staff to effectively dispatch and set up jobs employee. You can use its drag and drop calendar to assign team members to a provided task, and set arrival windows. Likewise, you can quickly establish recurring job schedules. Housecall Pro consists of a map view with GPS tracking, so your office staff constantly knows where your field specialists lie. This permits your workplace create the most efficient paths.

If you grow from 5 to 6 staff members watch out – its time to move to another software application provider in my viewpoint. The prices strategy enables as much as 5 workers for 1 set cost. Keep in mind among those 5 workers is your workplace staff so you truly just get 4 field techs. If you add the 6th employee your HCP monthly cost more than doubles the entire cost of the plan. There is now no longer a method to include 1 worker to their mid-tier plan – you need to move to the high tier strategy. You can purchase 2 of the mid tier prepare for less than the rate of their high tier plan – this is so ill-conceived! In 2015 we were able to include 1 extra employee for simply a set fee per employee which was very affordable. WHen that employee quit we were back down to 5 … so were uninformed that in June 2022 they made this modification erasing the ability to add an incremental staff member without having to leap 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 assisting you to grow your company – but apparently as quickly 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 key in 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 way that field professionals engage with the platform. Field service technicians can utilize the mobile app to: gain access to consumer and job info, gather payments, produce billings and quotes, acquire signatures helps you send invoices to your clients, 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 an introduction of the deal charges associated with: Online payment portal transactions by client: 2.99% Transactions by hand went into through app or web browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% enables you to produce reports that analyze your organization’ efficiency data. Overall, is a fairly priced field service management option suitable for SMBs. Housecall Pro Desktop App.

Housecall Pro Desktop App

I understand there is a window of time approximately 4 hours, but it would be nice to let a consumer understand they are set up for a day without giving them a time. I likewise do not see consultation suggestions for “big tasks” that are set for throughout the day and are potentially scheduled up to six months ahead. Should be Scheduled, a one week pointer and a one day suggestion at a minimum

If your business has less than 10 team members, need to make your shortlist of software application you should examine. If you want to compare with a similar option, take a look at our jobber videos If your company has more than 10 staff member, you need to consider evaluating more robust services, like ServiceTitan