Housecall Pro User Group – Home Service Proffessionals

Are you looking for Housecall Pro User Group?…Used by over 17,000 service businesses, in a broad variety industries including A/c, plumbing, and cleansing. If you’re already a consumer, tell us what you think of this option in the comments listed below.

So let’s begin. is a field service management option perfect for small to medium size businesses. It is competitively priced to solutions with similar functionality it Includes tools that assist services handle a high volume of repeating jobs And it includes several nice-to-have features: a site builder and e-mail & postcard marketing tools. Nevertheless, does not use automated quote follow-ups, an online client website, or an open API.

In general, we recommend that a lot of SMBs need to think about assessing. It is a competitive-priced item that provides a suite of features that suffice for lots of small businesses. If you want to check a service similar to, we suggest Jobber. If your service company has more than 10 team members, and you want to invest in a more sophisticated service, we suggest ServiceTitan is a membership based service that costs $49 to $199 monthly when billed every year. When billed monthly, and $65 to $229 per month.

Each strategy limits the variety of users you can add per account, and including extra users costs a monthly cost of $30 per user. also provides an enterprise level XL plan with custom rates. consist of functions that automate common jobs and enhance field operations. When you initially log into, you will be directed to the control panel. It is organized into modules that display various reports and assist keep essential items like, open invoices and upcoming jobs, top of mind. helps you book more tasks by enabling clients to demand services online. This solution provides a “book now” button you can put on your business website or social networks channels Clicking the button will send the customer to an online booking kind.

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

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

Cons
The automated emails must absolutely be connected 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 customers with numerous homes or various service needs.

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

Customers will pick a service, pick a favored time, and enter their contact details. When the customer completes the type, will immediately signal you of the inbound job request. assists you create, send out, and track job quotes. You can include line items for products & services, and attach relevant files. You can send quotes to your customers by text or email. The message includes a link where your consumer can review the quote, and decline the service or accept. assists you handle customer relationships. You can create a profile for each client, and store info like their contact number, email address, and area.

You can also track the status of quotes and jobs, and see their billing history includes search and filtering tools to help you sort and find customers efficiently. Likewise, you can add tags to your customers to assist arrange your client list. enables workplace personnel to efficiently set up tasks and dispatch team members. You can use its drag and drop calendar to appoint staff member to an offered job, and set arrival windows. Likewise, you can easily establish repeating task schedules. Housecall Pro consists of a map view with GPS tracking, so your office staff constantly understands where your field specialists are located. This allows your workplace create the most efficient paths.

Last year we were able to include 1 additional worker for simply a set charge per employee which was very sensible. WHen that employee quit we were back down to 5 … so were uninformed that in June 2022 they made this modification wiping out the ability to include an incremental worker without having to leap to the next tier. The entire point of this software is helping you to grow your company – 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 wanted. If you key 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. It does not. Only some do.

The mobile app is the main manner in which field professionals communicate with the platform. Field technicians can utilize the mobile app to: gain access to customer and job information, gather payments, create quotes and billings, acquire signatures helps you send out invoices to your customers, and gather online payments. This is how an invoice will appear in your customer’s inbox.

Invoices include a link to an online payment portal. Here is a summary of the transaction charges associated with: Online payment portal deals by client: 2.99% Deals by hand got in through app or internet browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% permits you to produce reports that evaluate your service’ efficiency information. Overall, is a reasonably priced field service management option ideal for SMBs. Housecall Pro User Group.

Housecall Pro User Group

I know there is a window of time up to 4 hours, however it would be nice to let a consumer understand they are arranged for a day without providing a time. I also don’t see visit reminders for “big jobs” that are set for all day and are possibly scheduled up to 6 months ahead. Should be Scheduled, a one week suggestion and a one day suggestion at a minimum

If your business has less than 10 staff member, should make your shortlist of software you must examine. If you want to compare to a similar service, take a look at our jobber videos If your service has more than 10 team members, you should think about examining more robust options, like ServiceTitan