Housecall Pro Office – Home Service Proffessionals

Are you looking for Housecall Pro Office?…Used by over 17,000 service companies, in a large range markets including HVAC, pipes, and cleaning. Is it right for you? We are going to cover the most essential things you should consider prior to making your purchase, including cons and pros, rates, and features. If you’re currently a client, inform us what you think about this option in the remarks listed below. And if you’re new here, hit the like and subscribe button to be alerted of our future item reviews.

It is competitively priced to options with comparable functionality it Includes tools that assist companies manage a high volume of repeating jobs And it consists of a number of nice-to-have features: a site home builder and e-mail & postcard marketing tools. Does not use 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 sufficient for numerous small companies. If your service business has more than 10 team members, and you are willing to invest in a more sophisticated option, we suggest ServiceTitan is a membership based service that costs $49 to $199 per month when billed annually.

Each plan limits the number of users you can add per account, and including extra users costs a regular monthly cost of $30 per user. It is arranged into modules that showcase various reports and help keep essential products like, open invoices and upcoming jobs, top of mind. This option provides a “book now” button you can position on your business website or social media channels Clicking the button will send out the customer to an online booking kind.

HousecallPro has actually helped us take our organization to the next level and makes dispatching, estimating, and bookkeeping much easier. I have actually used other competitive products in the past, but nothing has actually come close to the functions of HousecallPro.

Pros
Catalog flexibility, automated emails, estimate approvals and invoicing, and dispatching to make certain everybody’s on the same page.

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

I wish the price quote approval procedure was more of an eSignature procedure as opposed to any party simply clicking a button.

You can include line items for materials & services, and connect pertinent files. You can send quotes to your consumers by text or email. The message consists of a link where your client can examine the quote, and decrease the service or accept.

You can also track the status of estimates and tasks, and see their invoice history includes search and filtering tools to help you sort and locate clients efficiently. Likewise, you can include tags to your customers to assist arrange your client list. allows office personnel to efficiently schedule jobs and dispatch team members. You can use its drag and drop calendar to appoint team members to a given task, and set arrival windows. You can easily set up recurring job schedules. Housecall Pro includes a map view with GPS tracking, so your office staff always understands where your field professionals lie. This allows your workplace create the most effective paths.

If you grow from 5 to 6 staff members look out – its time to transfer to another software supplier in my opinion. The pricing strategy permits up to 5 workers for 1 set price. Bear in mind among those 5 workers is your office personnel so you really just get 4 field techs. , if you include the 6th employee your HCP monthly rate 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 have to transfer 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! Last year we were able to add 1 additional employee for simply a set fee per staff member which was very reasonable. WHen that worker stopped we were back down to 5 … so were uninformed that in June 2022 they made this change erasing the ability to include an incremental staff member without needing 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 helping you to grow your business – but apparently as quickly as you do grow young boy do they punish you for it!

Furthermore their search function for the “pricebook” leaves a lot to be preferred. If you type in a keyword like “flange” and you have numerous items with that keyword in the description you expect all of the products with that keyword to appear. It does not. Just some do.

The mobile app is the primary manner in which field service technicians communicate with the platform. Field specialists can use the mobile app to: gain access to consumer and task details, collect payments, develop invoices and quotes, acquire signatures assists you send invoices to your customers, and gather online payments. This is how a billing will appear in your customer’s inbox.

Billings consist of a link to an online payment website. incorporates with Stripe to accept charge card payments. Here is an overview of the transaction costs connected with: Online payment portal transactions by client: 2.99% Deals by hand went into through app or internet browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% permits you to create reports that analyze your business’ performance information. Reports are personalized. You can add and get rid of table columns to show the fields you desire. Likewise, there are various filtering alternatives to drill down into information you are searching for, and you can control the report’s date variety. Overall, is a fairly priced field service management option suitable for SMBs. Housecall Pro Office.

Housecall Pro Office

I understand there is a window of time approximately 4 hours, but it would be nice to let a client understand they are arranged for a day without providing a time. I also don’t see appointment pointers for “big tasks” that are set for all the time and are possibly arranged as much as six months ahead. Need to be Arranged, a one week reminder and a one day tip at a minimum

If your business has less than 10 employee, must make your shortlist of software you must assess. If you wish to compare to a similar solution, take a look at our jobber videos If your company has more than 10 employee, you must think about evaluating more robust services, like ServiceTitan