What Is Housecall Pro – Home Service Proffessionals

Are you looking for What Is Housecall Pro?…Utilized by over 17,000 service companies, in a broad range industries consisting of HVAC, pipes, and cleansing. If you’re already a customer, tell us what you believe of this solution in the remarks listed below.

Let’s get started. is a field service management option perfect for little to medium size organizations. It is competitively priced to options with similar performance it Consists of tools that assist services handle a high volume of repeating jobs And it includes numerous nice-to-have features: a website builder and e-mail & postcard marketing tools. Does not provide automatic quote follow-ups, an online customer portal, or an open API.

In general, we suggest that many SMBs must consider evaluating. It is a competitive-priced product that uses a suite of features that are sufficient for lots of small companies. If you want to test a solution comparable to, we recommend Jobber. If your service company has more than 10 staff member, and you are willing to invest in a more advanced solution, we advise ServiceTitan is a subscription based service that costs $49 to $199 monthly when billed every year. And $65 to $229 each month when billed monthly.

Each plan limits the number of users you can add per account, and adding extra users costs a regular monthly cost of $30 per user. It is organized into modules that showcase various reports and assist keep essential products like, open billings and upcoming jobs, top of mind. This option provides a “book now” button you can position on your company site or social media channels Clicking the button will send the customer to an online reservation form.

HousecallPro has assisted us take our organization to the next level and makes dispatching, estimating, and accounting a lot easier. I’ve used other competitive items in the past, but absolutely nothing has come close to the functions of HousecallPro.

Pros
Catalog versatility, automated emails, quote approvals and invoicing, and dispatching to make sure everyone’s on the same page.

Cons
The automated emails must absolutely be connected to job tags, however since they’re tied to client tags, we have to include and eliminate them vigilantly if we have repeat clients with multiple residential or commercial properties or various service needs.

I wish the quote approval procedure was more of an eSignature process instead of any party just clicking a button.

Clients will choose a service, select a favored time, and enter their contact information. When the customer completes the form, will immediately notify you of the inbound task demand. assists you create, send out, and track job estimates. You can include line products for materials & services, and attach relevant files. You can send quotes to your consumers by text or e-mail. The message consists of a link where your consumer can review the quote, and decline the service or accept. helps you handle customer relationships. You can develop a profile for each customer, and store information like their contact number, email address, and area.

You can likewise track the status of quotes and jobs, and see their invoice history includes search and filtering tools to help you sort and locate clients effectively. You can add tags to your consumers to help arrange your customer list. Housecall Pro consists of a map view with GPS tracking, so your workplace staff constantly understands where your field specialists are located.

If you grow from 5 to 6 staff members beware – its time to move to another software service provider in my viewpoint. The rates strategy allows as much as 5 workers for 1 set rate. Keep in mind one of those 5 staff members is your office staff so you actually only get 4 field techs. , if you include the Sixth employee your HCP regular monthly rate more than doubles the entire cost of the plan.. There is now no longer a way to add 1 worker to their mid-tier plan – you need to move to the high tier plan. You can purchase 2 of the mid tier plans for less than the rate of their high tier plan – this is so ill-conceived! Last year we were able to add 1 extra worker for simply a set cost per worker which was really reasonable. WHen that employee stopped we were pull back to 5 … so were uninformed that in June 2022 they made this change eliminating the capability to include an incremental employee without needing to jump 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 – but obviously 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 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 way that field service technicians communicate with the platform. Field professionals can utilize the mobile app to: access consumer and job information, gather payments, create invoices and quotes, obtain signatures assists you send billings to your clients, and collect online payments. This is how an invoice will appear in your customer’s inbox.

Billings consist of a link to an online payment portal. integrates with Stripe to accept credit card payments. Here is a summary of the transaction costs associated with: Online payment portal transactions by customer: 2.99% Transactions manually went into through app or internet browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% allows you to create reports that analyze your service’ efficiency data. Reports are personalized. You can add and eliminate table columns to display the fields you desire. There are various filtering choices to drill down into information you are looking for, and you can manage the report’s date variety. In general, is a fairly priced field service management service ideal for SMBs. What Is Housecall Pro.

What Is Housecall Pro

I understand there is a window of time up to 4 hours, but it would be nice to let a client understand they are arranged for a day without providing a time. I also don’t see appointment tips for “big jobs” that are set for throughout the day and are possibly arranged as much as 6 months ahead. Ought to be Scheduled, a one week reminder and a one day suggestion at a minimum

If your service has less than 10 staff member, ought to make your shortlist of software you need to assess. If you wish to compare to a similar option, take a look at our jobber videos If your business has more than 10 team members, you need to think about examining more robust services, like ServiceTitan