Are you looking for Housecall Pro Power User?…Utilized by over 17,000 service companies, in a wide variety industries including A/c, plumbing, and cleaning. If you’re currently a consumer, inform us what you believe of this service in the comments below.
So let’s start. is a field service management service suitable for small to medium size services. It is competitively priced to services with similar performance it Includes tools that assist organizations manage a high volume of repeating tasks And it includes several nice-to-have functions: a site home builder and email & postcard marketing tools. Does not use automated quote follow-ups, an online client portal, or an open API.
Overall, we suggest that most SMBs must consider assessing. It is a competitive-priced item that offers a suite of functions that are sufficient for lots of small businesses. If you wish to check a solution comparable to, we recommend Jobber. If your service organization has more than 10 staff member, and you are willing to invest in a more advanced option, we suggest ServiceTitan is a subscription based service that costs $49 to $199 each month when billed yearly. And $65 to $229 monthly when billed monthly.
Does House Call pro integrate with Quickbooks?
Each plan restricts the variety of users you can include per account, and including extra users costs a monthly charge of $30 per user. Uses an enterprise level XL plan with customized pricing. consist of functions that automate typical jobs and enhance field operations. When you first log into, you will be directed to the dashboard. It is arranged into modules that display various reports and assist keep crucial products like, open billings and upcoming jobs, top of mind. helps you book more jobs by permitting clients to request services online. This service provides a “book now” button you can place on your company site or social media channels Clicking the button will send the customer to an online reservation form.
HousecallPro has actually assisted us take our organization to the next level and makes dispatching, approximating, and bookkeeping much easier. I have actually utilized other competitive products in the past, however nothing has come close to the functions of HousecallPro.
Pros
Catalog flexibility, automated emails, price quote approvals and invoicing, and dispatching to make sure everyone’s on the very same page.
Cons
The automated emails need to definitely be tied to job tags, but since they’re connected to consumer tags, we need to include and remove them vigilantly if we have repeat clients with multiple properties or different service needs.
I wish the quote approval process was more of an eSignature procedure as opposed to any party simply clicking a button.
You can include line products for products & services, and connect pertinent files. You can send out quotes to your customers by text or email. The message consists of a link where your client can evaluate the quote, and accept or decrease the service.
You can likewise track the status of tasks and estimates, and see their billing history includes search and filtering tools to help you sort and find customers effectively. You can add tags to your clients to help arrange your customer list. Housecall Pro consists of a map view with GPS tracking, so your workplace personnel always knows where your field technicians are situated.
If you grow from 5 to 6 workers beware – its time to move to another software application company in my opinion. The prices strategy allows up to 5 staff members for 1 set price. Keep in mind one of those 5 workers is your office staff so you truly only get 4 field techs. If you include the 6th staff member your HCP monthly cost more than doubles the entire cost of the plan. There is now no longer a method to add 1 worker to their mid-tier strategy – you have to transfer to the high tier plan. You can buy 2 of the mid tier plans for less than the cost of their high tier plan – this is just so ill-conceived! Last year we had the ability to add 1 extra worker for just a set charge per worker which was very affordable. WHen that worker stopped we were pull back to 5 … so were unaware that in June 2022 they made this change erasing the ability to include an incremental staff member without having to jump to the next tier. I am gobsmacked by how wrong of relocation this was on their part. The entire point of this software is helping you to grow your service – but obviously as soon as you do grow boy do they punish you for it!
Additionally their search function for the “pricebook” leaves a lot to be preferred. If you type in a keyword like “flange” and you have several products 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 specialists engage with the platform. Field professionals can use the mobile app to: gain access to consumer and task info, gather payments, develop billings and quotes, get signatures assists you send out invoices 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. incorporates with Stripe to accept credit card payments. Here is an overview of the transaction costs associated with: Online payment portal deals by customer: 2.99% Transactions manually got in through app or internet browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% allows you to create reports that analyze your service’ efficiency information. Reports are adjustable. You can add and eliminate table columns to display the fields you desire. There are various filtering choices to drill down into details you are looking for, and you can manage the report’s date range. In general, is a reasonably priced field service management service ideal for SMBs. Housecall Pro Power User.
I know there is a window of time approximately 4 hours, but it would be nice to let a consumer know they are scheduled for a day without providing a time. I likewise do not see visit suggestions for “big jobs” that are set for all day and are possibly arranged approximately 6 months ahead. Should be Arranged, a one week reminder and a one day reminder at a minimum
Should make your shortlist of software application you need to examine if your business has less than 10 group members. If you wish to compare to a similar service, check out our jobber videos If your company has more than 10 team members, you need to think about assessing more robust solutions, like ServiceTitan