Are you looking for Housecall Pro Store?…Used by over 17,000 service companies, in a broad range markets consisting of Heating and cooling, plumbing, and cleaning. If you’re currently a customer, inform us what you believe of this option in the comments listed below.
Let’s get started. is a field service management option ideal for little to medium size organizations. It is competitively priced to options with comparable functionality it Includes tools that assist businesses handle a high volume of recurring tasks And it includes a number of nice-to-have features: a website home builder and email & postcard marketing tools. However, does not provide automatic quote follow-ups, an online consumer portal, or an open API.
It is a competitive-priced product that provides a suite of functions that are sufficient for many small companies. If your service organization has more than 10 group members, and you are ready to invest in a more advanced service, we advise ServiceTitan is a membership based service that costs $49 to $199 per month when billed yearly.
Does House Call pro integrate with Quickbooks?
Each strategy restricts the number of users you can add per account, and adding additional users costs a regular monthly cost of $30 per user. It is organized into modules that showcase various reports and assist keep important products like, open billings and upcoming jobs, top of mind. This option offers a “book now” button you can put on your company website or social media channels Clicking the button will send out the client to an online reservation form.
HousecallPro has assisted us take our organization to the next level and makes dispatching, approximating, and accounting a lot 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 ensure everybody’s on the exact same page.
Cons
The automated e-mails should absolutely be connected to task tags, but since they’re tied to client tags, we have to add and eliminate them vigilantly if we have repeat customers with numerous properties or various service requirements.
I wish the quote approval procedure was more of an eSignature procedure instead of any party simply clicking a button.
You can add line items for products & services, and attach pertinent files. You can send quotes to your consumers by text or email. The message consists of a link where your consumer can evaluate the quote, and accept or decrease the service.
You can also 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 consumers to help organize your customer list. Housecall Pro includes a map view with GPS tracking, so your office staff constantly knows where your field professionals are located.
If you grow from 5 to 6 workers watch out – its time to relocate to another software provider in my viewpoint. The prices plan enables as much as 5 workers for 1 set price. Remember among those 5 employees is your office personnel so you actually just get 4 field techs. If you include the sixth staff member your HCP month-to-month cost more than doubles the whole expense of the plan. There is now no longer a way to add 1 employee to their mid-tier plan – you have to transfer to the high tier plan. You can buy 2 of the mid tier prepare for less than the cost of their high tier plan – this is so ill-conceived! In 2015 we were able to add 1 extra worker for just a set cost per worker which was extremely sensible. WHen that staff member stopped we were pull back to 5 … so were unaware that in June 2022 they made this modification wiping out the ability to include an incremental employee without needing to leap to the next tier. I am gobsmacked by how incorrect of relocation this was on their part. The entire point of this software is assisting you to grow your organization – however apparently as soon as you do grow kid do they penalize you for it!
Furthermore their search function for the “pricebook” leaves a lot to be preferred. If you key in a keyword like “flange” and you have several 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 main way that field technicians connect with the platform. Field professionals can use the mobile app to: gain access to consumer and job information, collect payments, produce billings and quotes, obtain signatures helps you send out billings to your clients, 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. integrates with Stripe to accept credit card payments. Here is an introduction of the transaction costs connected with: Online payment portal deals by client: 2.99% Deals manually got in through app or browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% allows you to create reports that analyze your business’ efficiency information. Reports are customizable. You can remove and add table columns to show the fields you want. Also, there are numerous filtering alternatives to drill down into info you are searching for, and you can control the report’s date variety. In general, is a fairly priced field service management option perfect for SMBs. Housecall Pro Store.
I know there is a window of time up to 4 hours, however it would be nice to let a consumer know they are arranged for a day without providing a time. I likewise do not see appointment tips for “big tasks” that are set for all day and are possibly arranged approximately 6 months ahead. Should be Scheduled, a one week suggestion and a one day suggestion at a minimum
Must make your shortlist of software application you need to examine if your business has less than 10 group members. If you want to compare to a comparable service, take a look at our jobber videos If your business has more than 10 employee, you must think about examining more robust solutions, like ServiceTitan