Are you looking for My Housecall Pro?…Used by over 17,000 service businesses, in a broad range markets consisting of A/c, plumbing, and cleansing. If you’re already a customer, tell us what you think of this service in the remarks below.
It is competitively priced to services with similar performance it Consists of tools that help organizations handle a high volume of recurring tasks And it consists of several nice-to-have functions: a website builder and email & postcard marketing tools. Does not provide automatic quote follow-ups, an online customer portal, or an open API.
It is a competitive-priced item that offers a suite of functions that are adequate for lots of little companies. If your service business has more than 10 team members, and you are willing to invest in a more sophisticated solution, we advise ServiceTitan is a membership based service that costs $49 to $199 per month when billed each year.
Does House Call pro integrate with Quickbooks?
Each plan limits the number of users you can include per account, and adding additional users costs a month-to-month cost of $30 per user. It is arranged into modules that showcase different reports and help keep crucial products like, open invoices and upcoming tasks, top of mind. This service uses a “book now” button you can place on your business site or social media channels Clicking the button will send out the customer to an online booking type.
HousecallPro has actually assisted us take our business to the next level and makes dispatching, estimating, and bookkeeping much easier. I’ve used other competitive items in the past, however absolutely nothing has come close to the features of HousecallPro.
Pros
Price list flexibility, automated emails, quote approvals and invoicing, and dispatching to make sure everyone’s on the very same page.
Cons
The automated emails need to definitely be tied to job tags, but due to the fact that they’re tied to client tags, we have to add and remove them vigilantly if we have repeat customers with numerous homes or different service needs.
I wish the quote approval process was more of an eSignature process as opposed to any celebration simply clicking a button.
Clients will pick a service, pick a preferred time, and enter their contact info. When the customer finishes the form, will automatically inform you of the incoming job demand. helps you develop, send out, and track job price quotes. You can add 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 client can review the quote, and decrease the service or accept. helps you handle customer relationships. You can produce a profile for each customer, and store information like their phone number, e-mail address, and location.
You can also track the status of price quotes and tasks, and see their billing history includes search and filtering tools to assist you sort and locate clients efficiently. Also, you can add tags to your customers to assist organize your client list. enables workplace staff to efficiently dispatch and schedule jobs employee. You can use its drag and drop calendar to assign employee to a given task, and set arrival windows. You can quickly set up repeating job schedules. Housecall Pro consists of a map view with GPS tracking, so your office personnel always knows where your field service technicians lie. This permits your office produce the most efficient paths.
If you grow from 5 to 6 employees beware – its time to transfer to another software application service provider in my viewpoint. The pricing strategy enables up to 5 staff members for 1 set price. Remember among those 5 employees is your workplace personnel so you truly only get 4 field techs. , if you add the 6th staff member your HCP regular monthly price more than doubles the whole expense of the plan.. There is now no longer a way to include 1 worker to their mid-tier strategy – you need to transfer to the high tier strategy. You can purchase 2 of the mid tier plans for less than the price of their high tier plan – this is just so ill-conceived! In 2015 we were able to add 1 extra employee for simply a set fee per employee which was very reasonable. WHen that staff member stopped we were pull back to 5 … so were unaware that in June 2022 they made this change wiping out the ability to include an incremental worker without needing to leap to the next tier. I am gobsmacked by how wrong of move this was on their part. The whole point of this software is assisting you to grow your service – however obviously as soon as you do grow young boy do they penalize you for it!
In addition their search function for the “pricebook” leaves a lot to be wanted. If you enter a keyword like “flange” and you have several items with that keyword in the description you expect all of the items with that keyword to appear. It does not. Just some do.
The mobile app is the main manner in which field technicians engage with the platform. Field specialists can use the mobile app to: access consumer and task information, gather payments, produce billings and quotes, obtain signatures assists you send out billings to your clients, and gather online payments. This is how an invoice will appear in your customer’s inbox.
Billings include a link to an online payment portal. incorporates with Stripe to accept credit card payments. Here is an introduction of the deal fees connected with: Online payment portal deals by client: 2.99% Transactions by hand went into through app or web browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% permits you to create reports that analyze your organization’ efficiency information. Reports are adjustable. You can eliminate and add table columns to display the fields you want. There are different filtering alternatives to drill down into details you are looking for, and you can manage the report’s date variety. Overall, is a fairly priced field service management service ideal for SMBs. My Housecall Pro.
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 giving them a time. I also do not see visit pointers for “huge jobs” that are set for all day and are potentially scheduled approximately 6 months ahead. Should be Arranged, a one week tip and a one day tip at a minimum
If your business has less than 10 employee, should make your shortlist of software application you must assess. If you want to compare to a comparable solution, have a look at our jobber videos If your service has more than 10 employee, you must consider examining more robust options, like ServiceTitan