Are you looking for Mastermind Housecall Pro?…Utilized by over 17,000 service organizations, in a broad variety markets consisting of A/c, plumbing, and cleansing. If you’re currently a consumer, inform us what you think of this solution in the comments below.
So let’s start. is a field service management service ideal for small to medium size organizations. It is competitively priced to options with comparable performance it Consists of tools that help organizations handle a high volume of recurring tasks And it includes numerous nice-to-have features: a website home builder and e-mail & postcard marketing tools. Nevertheless, does not provide automatic quote follow-ups, an online client website, or an open API.
Overall, we recommend that the majority of SMBs ought to consider evaluating. It is a competitive-priced product that provides a suite of features that suffice for numerous small companies. If you wish to evaluate a service similar to, we suggest Jobber. If your service company has more than 10 staff member, and you want to purchase a more advanced service, we suggest ServiceTitan is a membership based service that costs $49 to $199 per month when billed annually. When billed monthly, and $65 to $229 per month.
Does House Call pro integrate with Quickbooks?
Each plan restricts the number of users you can include per account, and including additional users costs a regular monthly fee of $30 per user. It is arranged into modules that display different reports and help keep crucial products like, open billings and upcoming jobs, top of mind. This solution offers a “book now” button you can position on your business site or social media channels Clicking the button will send out the customer to an online reservation kind.
HousecallPro has helped us take our company to the next level and makes dispatching, estimating, and bookkeeping much easier. I have actually used other competitive items in the past, but absolutely nothing has come close to the functions of HousecallPro.
Catalog versatility, automated emails, price quote approvals and invoicing, and dispatching to ensure everyone’s on the very same page.
The automated e-mails ought to absolutely be connected to task tags, however since they’re connected to customer tags, we have to add and remove them vigilantly if we have repeat consumers with numerous properties or various service requirements.
I wish the quote approval process was more of an eSignature process rather than any celebration just clicking a button.
You can add line items for services & materials, and connect relevant files. You can send out quotes to your consumers by text or e-mail. The message consists of a link where your client can review the quote, and decrease the service or accept.
You can also track the status of jobs and price quotes, and see their billing history includes search and filtering tools to help you sort and find customers efficiently. You can add tags to your customers to assist organize your customer list. Housecall Pro includes a map view with GPS tracking, so your office personnel always knows where your field service technicians are located.
If you grow from 5 to 6 employees watch out – its time to move to another software provider in my viewpoint. The prices plan permits up to 5 workers for 1 set cost. Keep in mind one of those 5 workers is your workplace personnel so you truly just get 4 field techs. , if you add the 6th employee your HCP monthly price more than doubles the whole cost of the plan.. There is now no longer a method to add 1 employee to their mid-tier plan – you have to move to the high tier plan. You can buy 2 of the mid tier prepare for less than the price of their high tier strategy – this is so ill-conceived! Last year we had the ability to add 1 extra worker for just a set charge per worker which was really reasonable. WHen that worker quit we were back down to 5 … so were uninformed that in June 2022 they made this change erasing the ability to add an incremental worker without needing 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 assisting you to grow your service – but apparently as soon as you do grow kid do they penalize you for it!
In addition their search function for the “pricebook” leaves a lot to be wanted. If you type in a keyword like “flange” and you have multiple products with that keyword in the description you expect all of the products with that keyword to appear.
The mobile app is the main manner in which field service technicians connect with the platform. Field specialists can use the mobile app to: gain access to customer and task info, gather payments, produce quotes and invoices, acquire signatures assists you send invoices to your clients, 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 website. incorporates with Stripe to accept charge card payments. Here is an overview of the transaction fees connected with: Online payment portal transactions by customer: 2.99% Transactions by hand got in through app or internet browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% allows you to produce reports that evaluate your service’ efficiency data. Reports are personalized. You can remove and add table columns to show the fields you want. Likewise, there are numerous filtering alternatives to drill down into info you are looking for, and you can control the report’s date range. In general, is a fairly priced field service management option perfect for SMBs. Mastermind Housecall Pro.
I know there is a window of time as much as 4 hours, but it would be nice to let a consumer know they are arranged for a day without giving them a time. I also do not see visit tips for “huge tasks” that are set for throughout the day and are possibly arranged approximately six months ahead. Ought to be Arranged, a one week tip and a one day suggestion at a minimum
If your business has less than 10 employee, must make your shortlist of software application you should examine. If you wish to compare with a comparable option, take a look at our jobber videos If your business has more than 10 team members, you should think about assessing more robust solutions, like ServiceTitan