Housecall Pro Product Manager – Home Service Proffessionals

Are you looking for Housecall Pro Product Manager?…Used by over 17,000 service businesses, 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 must think about before making your purchase, consisting of cons and pros, rates, and functions. Inform us what you think of this option in the comments below if you’re already a customer. And if you’re new here, hit the like and subscribe button to be informed of our future product reviews.

It is competitively priced to options with comparable performance it Includes tools that help companies manage a high volume of repeating jobs And it includes a number of nice-to-have features: a site builder and e-mail & postcard marketing tools. Does not provide automatic quote follow-ups, an online consumer website, or an open API.

Overall, we suggest that most SMBs ought to think about evaluating. It is a competitive-priced item that uses a suite of functions that suffice for many small companies. We suggest Jobber if you want to test an option similar to. If your service company has more than 10 team members, and you want to buy a more sophisticated option, we advise ServiceTitan is a subscription based service that costs $49 to $199 monthly when billed each year. When billed monthly, and $65 to $229 per month.

Each plan restricts the number of users you can add per account, and adding additional users costs a monthly charge of $30 per user. It is organized into modules that showcase different reports and assist keep important products like, open invoices and upcoming tasks, top of mind. This service offers a “book now” button you can position on your company website or social media channels Clicking the button will send the customer to an online reservation kind.

HousecallPro has actually assisted us take our service to the next level and makes dispatching, estimating, and bookkeeping a lot easier. I have actually used other competitive products in the past, however absolutely nothing has come close to the features of HousecallPro.

Pros
Catalog versatility, automated emails, quote approvals and invoicing, and dispatching to ensure everybody’s on the very same page.

Cons
The automated emails must definitely be tied to task tags, however because they’re tied to customer tags, we need to add and eliminate them vigilantly if we have repeat customers with numerous homes or various service requirements.

I wish the quote approval procedure was more of an eSignature procedure as opposed to any celebration just clicking a button.

Clients will select a service, select a favored time, and enter their contact info. When the client finishes the type, will immediately inform you of the inbound job request. assists you create, send out, and track job estimates. You can add line products for materials & services, and connect appropriate files. You can send out quotes to your consumers by text or e-mail. The message includes 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 client, and store info like their telephone number, email address, and place.

You can likewise track the status of jobs and quotes, and see their invoice history consists of search and filtering tools to assist you sort and locate clients efficiently. You can add tags to your customers to assist arrange your client list. Housecall Pro includes a map view with GPS tracking, so your office staff always understands where your field service technicians are located.

If you grow from 5 to 6 staff members look out – its time to relocate to another software supplier in my viewpoint. The pricing strategy allows as much as 5 staff members for 1 set rate. Keep in mind one of those 5 staff members is your office staff so you truly just get 4 field techs. If you add the sixth worker your HCP month-to-month rate more than doubles the whole cost of the strategy. There is now no longer a method to add 1 worker to their mid-tier plan – you need to transfer to the high tier strategy. You can purchase 2 of the mid tier plans for less than the cost of their high tier plan – this is just so ill-conceived! In 2015 we had the ability to add 1 extra employee for simply a set cost per employee which was very reasonable. WHen that staff member quit we were pull back to 5 … so were unaware that in June 2022 they made this change erasing the ability to add an incremental staff member without needing to leap to the next tier. I am gobsmacked by how incorrect of relocation this was on their part. The whole point of this software is assisting you to grow your service – 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 desired. 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.

The mobile app is the main manner in which field service technicians engage with the platform. Field professionals can use the mobile app to: gain access to customer and task information, collect payments, produce quotes and billings, acquire signatures assists you send invoices to your clients, and collect online payments. This is how a billing will appear in your customer’s inbox.

Invoices include a link to an online payment portal. Here is a summary of the transaction costs associated with: Online payment portal deals by customer: 2.99% Deals by hand entered through app or internet browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% enables you to develop reports that analyze your organization’ performance data. Overall, is a reasonably priced field service management option perfect for SMBs. Housecall Pro Product Manager.

Housecall Pro Product Manager

I understand there is a window of time up to 4 hours, however it would be nice to let a customer understand they are set up for a day without providing a time. I likewise do not see visit pointers for “big jobs” that are set for all day and are possibly arranged as much as six months ahead. Should be Arranged, a one week tip and a one day tip at a minimum

If your organization has less than 10 employee, need to make your shortlist of software you ought to assess. If you wish to compare with a comparable solution, take a look at our jobber videos If your business has more than 10 team members, you should think about evaluating more robust services, like ServiceTitan