Housecall Pro Help Center – Home Service Proffessionals

Are you looking for Housecall Pro Help Center?…Used by over 17,000 service organizations, in a wide variety industries consisting of HVAC, pipes, and cleaning. However is it right for you? We are going to cover the most important things you must think about before making your purchase, consisting of cons and pros, rates, and features. Inform us what you think of this option in the remarks below if you’re already a consumer. And if you’re brand-new here, struck the like and subscribe button to be informed of our future product reviews.

So let’s get started. is a field service management solution suitable for small to medium size businesses. It is competitively priced to options with similar functionality it Includes tools that assist companies manage a high volume of repeating jobs And it includes several nice-to-have functions: a website contractor and e-mail & postcard marketing tools. Nevertheless, does not offer automated quote follow-ups, an online customer portal, or an open API.

It is a competitive-priced product that provides a suite of features that are adequate for lots of small companies. If your service organization has more than 10 team members, and you are willing to invest in a more advanced service, we recommend ServiceTitan is a membership based service that costs $49 to $199 per month when billed each year.

Each plan limits the number of users you can add per account, and including additional users costs a monthly fee of $30 per user. It is arranged into modules that showcase different reports and help keep essential items like, open billings and upcoming tasks, top of mind. This solution uses a “book now” button you can position on your business site or social media channels Clicking the button will send out the customer to an online booking type.

HousecallPro has actually helped us take our organization to the next level and makes dispatching, approximating, and bookkeeping much easier. I’ve utilized other competitive items in the past, but nothing has come close to the functions of HousecallPro.

Pros
Price list flexibility, automated emails, estimate approvals and invoicing, and dispatching to ensure everybody’s on the very same page.

Cons
The automated emails need to absolutely be connected to task tags, but since they’re connected to customer tags, we have to add and eliminate them vigilantly if we have repeat clients with several properties or different service needs.

I wish the estimate approval procedure was more of an eSignature process rather than any party simply clicking a button.

You can include line items for materials & services, and connect relevant files. You can send quotes to your customers by text or e-mail. The message consists of a link where your customer can examine the quote, and accept or decline the service.

You can also track the status of tasks and price quotes, and see their billing history includes search and filtering tools to help you sort and find customers effectively. You can include tags to your clients to help organize your client list. Housecall Pro consists of a map view with GPS tracking, so your workplace staff always understands where your field service technicians are situated.

If you grow from 5 to 6 staff members look out – its time to move to another software application provider in my viewpoint. The pricing plan enables as much as 5 employees for 1 set rate. Remember among those 5 staff members is your workplace staff so you truly only get 4 field techs. , if you add the 6th worker your HCP regular monthly price more than doubles the entire cost of the strategy.. There is now no longer a way to add 1 staff member to their mid-tier strategy – you need to relocate to the high tier plan. You can buy 2 of the mid tier plans for less than the price of their high tier plan – this is so ill-conceived! Last year we were able to add 1 extra worker for just a set fee per staff member which was very affordable. WHen that worker stopped we were back down to 5 … so were uninformed that in June 2022 they made this modification eliminating the ability to add an incremental employee without having to leap to the next tier. I am gobsmacked by how wrong of relocation this was on their part. The whole point of this software is assisting you to grow your service – however obviously as quickly as you do grow kid do they punish 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 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 main manner in which field professionals connect with the platform. Field professionals can use the mobile app to: gain access to customer and job information, gather payments, develop invoices and quotes, get signatures assists you send out invoices to your customers, and gather online payments. This is how an invoice will appear in your client’s inbox.

Billings consist of a link to an online payment website. Here is an introduction of the transaction charges associated with: Online payment portal transactions by customer: 2.99% Deals by hand got in through app or internet browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% enables you to develop reports that examine your organization’ performance information. Overall, is a fairly priced field service management solution suitable for SMBs. Housecall Pro Help Center.

Housecall Pro Help Center

I know there is a window of time up to 4 hours, but it would be nice to let a consumer understand they are arranged for a day without providing a time. I also do not see appointment suggestions for “big jobs” that are set for all day and are potentially arranged as much as six months ahead. Need to be Arranged, a one week suggestion and a one day suggestion at a minimum

Ought to make your shortlist of software application you should assess if your organization has less than 10 group members. If you want to compare to a comparable solution, have a look at our jobber videos If your service has more than 10 staff member, you need to think about assessing more robust services, like ServiceTitan