Housecall Pro Intacct – Home Service Proffessionals

Are you looking for Housecall Pro Intacct?…Utilized by over 17,000 service companies, in a wide variety industries including A/c, pipes, and cleansing. If you’re currently a consumer, tell us what you believe of this service in the comments listed below.

So let’s start. is a field service management solution ideal for little to medium size businesses. It is competitively priced to services with comparable functionality it Includes tools that assist businesses manage a high volume of repeating tasks And it includes numerous nice-to-have functions: a site contractor and email & postcard marketing tools. However, does not offer automated quote follow-ups, an online customer website, or an open API.

It is a competitive-priced item that provides a suite of features that are sufficient for numerous small organizations. If your service business has more than 10 team members, and you are willing to invest in a more sophisticated service, we recommend ServiceTitan is a subscription based service that costs $49 to $199 per month when billed every year.

Each plan limits the variety of users you can add per account, and including additional users costs a month-to-month fee of $30 per user. Offers a business level XL plan with custom-made prices. consist of functions that automate typical jobs and enhance field operations. When you initially log into, you will be directed to the dashboard. It is organized into modules that showcase different reports and assist keep important items like, open invoices and upcoming tasks, top of mind. assists you book more tasks by permitting customers to request services online. This option offers a “book now” button you can place on your company site or social networks channels Clicking the button will send out the client to an online reservation kind.

HousecallPro has assisted us take our company to the next level and makes dispatching, estimating, and accounting much easier. I’ve utilized other competitive products in the past, however nothing has come close to the functions of HousecallPro.

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

Cons
The automated emails should definitely be tied 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 consumers with numerous homes or various service needs.

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

Clients will pick a service, select a favored time, and enter their contact info. When the client finishes the form, will immediately alert you of the incoming task demand. assists you create, send, and track task price quotes. You can add line items for services & products, and connect pertinent files. You can send out quotes to your customers by text or email. The message consists of a link where your consumer can examine the quote, and decrease the service or accept. assists you handle client relationships. You can create a profile for each customer, and store details like their contact number, e-mail address, and location.

You can likewise track the status of tasks and price quotes, and see their billing history consists of search and filtering tools to help you sort and find clients efficiently. You can add tags to your clients to assist organize your client list. Housecall Pro consists of a map view with GPS tracking, so your office personnel always understands where your field technicians are situated.

Last year we were able to include 1 additional staff member for just a set charge per staff member which was really sensible. WHen that employee quit we were back down to 5 … so were unaware that in June 2022 they made this change cleaning out the ability to add an incremental worker without having to leap to the next tier. The whole point of this software is assisting you to grow your organization – but obviously as quickly as you do grow boy do they punish you for it!

In addition their search function for the “pricebook” leaves a lot to be wanted. If you type in a keyword like “flange” and you have numerous items with that keyword in the description you anticipate all of the products with that keyword to appear.

The mobile app is the primary manner in which field specialists connect with the platform. Field service technicians can use the mobile app to: access client and job information, collect payments, create invoices and quotes, get signatures assists you send out billings to your customers, and collect online payments. This is how a billing will appear in your client’s inbox.

Billings consist of a link to an online payment website. integrates with Stripe to accept credit card payments. Here is an introduction of the transaction costs related to: Online payment portal transactions by customer: 2.99% Deals by hand entered through app or internet browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% enables you to develop reports that examine your organization’ efficiency information. Reports are personalized. You can get rid of and include table columns to display the fields you desire. Likewise, there are different filtering choices to drill down into info you are trying to find, and you can manage the report’s date variety. Overall, is a reasonably priced field service management solution suitable for SMBs. Housecall Pro Intacct.

Housecall Pro Intacct

I understand there is a window of time up to 4 hours, but it would be nice to let a customer know they are scheduled for a day without providing a time. I likewise don’t see visit pointers for “huge jobs” that are set for throughout the day and are potentially scheduled approximately 6 months ahead. Ought to be Set up, a one week reminder and a one day pointer at a minimum

If your company has less than 10 employee, should make your shortlist of software you need to assess. If you wish to compare to a comparable option, check out our jobber videos If your organization has more than 10 team members, you should consider assessing more robust solutions, like ServiceTitan