Housecall Pro Xero – Home Service Proffessionals

Are you looking for Housecall Pro Xero?…Utilized by over 17,000 service businesses, in a large range markets consisting of HVAC, pipes, and cleansing. If you’re already a customer, tell us what you think of this option in the comments below.

So let’s start. is a field service management solution suitable for little to medium size organizations. It is competitively priced to options with comparable functionality it Includes tools that assist companies handle a high volume of recurring jobs And it consists of numerous nice-to-have features: a site home builder and email & postcard marketing tools. However, does not provide automatic quote follow-ups, an online client portal, or an open API.

In general, we advise that many SMBs should consider evaluating. It is a competitive-priced item that provides a suite of functions that are sufficient for many small businesses. If you wish to test a solution similar to, we advise Jobber. If your service company has more than 10 team members, and you want to purchase a more advanced option, we advise ServiceTitan is a subscription based service that costs $49 to $199 each month when billed each year. When billed monthly, and $65 to $229 per month.

Each plan limits the number of users you can add per account, and including extra users costs a month-to-month cost of $30 per user. It is organized into modules that display various reports and assist keep essential items like, open billings and upcoming tasks, top of mind. This option uses a “book now” button you can put on your company site or social media channels Clicking the button will send out the customer to an online reservation type.

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

Pros
Price list flexibility, automated e-mails, quote approvals and invoicing, and dispatching to ensure everyone’s on the very same page.

Cons
The automated emails should definitely be connected to task tags, but because they’re tied to consumer tags, we need to add and eliminate them vigilantly if we have repeat customers with several properties or various service requirements.

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

You can include line products for services & products, and attach relevant files. You can send quotes to your customers by text or email. The message includes a link where your customer can evaluate the quote, and accept or decrease the service.

You can also track the status of price quotes and tasks, and see their invoice history consists of search and filtering tools to help you sort and locate customers effectively. You can include tags to your customers to assist arrange your client list. Housecall Pro includes a map view with GPS tracking, so your workplace staff always knows where your field specialists are located.

Last year we were able to add 1 additional staff member for simply a set fee per employee which was very sensible. WHen that worker stopped we were back down to 5 … so were unaware that in June 2022 they made this change wiping out the capability to include an incremental employee without having to jump to the next tier. The whole point of this software is assisting you to grow your business – however apparently as soon as you do grow young boy do they punish you for it!

Additionally their search function for the “pricebook” leaves a lot to be wanted. 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 doesn’t. Only some do.

The mobile app is the primary manner in which field professionals communicate with the platform. Field service technicians can use the mobile app to: access client and task details, gather payments, create billings and quotes, get signatures assists you send billings to your customers, and collect online payments. This is how a billing will appear in your client’s inbox.

Invoices consist of a link to an online payment portal. Here is an introduction of the deal charges associated with: Online payment portal deals by client: 2.99% Deals by hand entered through app or web browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% permits you to create reports that evaluate your service’ performance information. Overall, is a reasonably priced field service management solution ideal for SMBs. Housecall Pro Xero.

Housecall Pro Xero

I know there is a window of time approximately 4 hours, but it would be nice to let a consumer understand they are scheduled for a day without providing a time. I also do not see visit pointers for “big jobs” that are set for all the time and are possibly scheduled approximately six months ahead. Ought to be Scheduled, a one week reminder and a one day pointer at a minimum

If your service has less than 10 staff member, should make your shortlist of software you must evaluate. If you want to compare to a similar option, check out our jobber videos If your organization has more than 10 staff member, you must think about assessing more robust options, like ServiceTitan