Is Housecall Pro – Home Service Proffessionals

Are you looking for Is Housecall Pro?…Utilized by over 17,000 service organizations, in a wide range markets including HVAC, plumbing, and cleaning. But is it right for you? We are going to cover the most important things you need to think about prior to making your purchase, including benefits and drawbacks, rates, and functions. If you’re already a customer, inform us what you think about this service in the comments below. And if you’re brand-new here, hit the like and subscribe button to be alerted of our future item evaluations.

So let’s get going. is a field service management solution suitable for little to medium size businesses. It is competitively priced to services with similar functionality it Includes tools that help organizations manage a high volume of repeating tasks And it consists of several nice-to-have features: a site contractor and e-mail & postcard marketing tools. Nevertheless, does not provide automatic quote follow-ups, an online customer portal, or an open API.

It is a competitive-priced item that uses a suite of functions that are enough for numerous little organizations. If your service company has more than 10 team members, and you are prepared to invest in a more advanced solution, we recommend ServiceTitan is a subscription based service that costs $49 to $199 per month when billed each year.

Each strategy restricts the variety of users you can add per account, and adding additional users costs a monthly charge of $30 per user. Uses a business level XL plan with custom pricing. include functions that automate common tasks and optimize field operations. When you first log into, you will be directed to the control panel. It is organized into modules that display various reports and help keep important items like, open billings and upcoming tasks, top of mind. assists you book more tasks by enabling customers to request services online. This service offers a “book now” button you can place on your business website or social networks channels Clicking the button will send out the client to an online reservation form.

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

Pros
Price list flexibility, automated emails, estimate approvals and invoicing, and dispatching to ensure everyone’s on the very same page.

Cons
The automated emails should absolutely be connected to task tags, but due to the fact that they’re connected to client tags, we need to add and remove them vigilantly if we have repeat consumers with several properties or various service needs.

I want the estimate approval procedure was more of an eSignature procedure as opposed to any celebration just clicking a button.

Clients will choose a service, select a preferred time, and enter their contact info. When the client completes the form, will instantly inform you of the inbound job demand. helps you create, send, and track job quotes. You can add line products for services & products, and attach pertinent files. You can send out quotes to your consumers by text or e-mail. The message includes a link where your client can evaluate the quote, and decrease the service or accept. assists you handle customer relationships. You can develop a profile for each client, and shop details like their phone number, e-mail address, and place.

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 consumers to help organize your client list. permits office staff to effectively dispatch and arrange jobs employee. You can use its drag and drop calendar to appoint employee to an offered job, and set arrival windows. Likewise, you can easily establish repeating job schedules. Housecall Pro consists of a map view with GPS tracking, so your workplace staff constantly understands where your field professionals are located. This permits your office create the most efficient routes.

If you grow from 5 to 6 staff members watch out – its time to move to another software company in my viewpoint. The pricing plan allows approximately 5 workers for 1 set rate. Remember among those 5 staff members is your workplace staff so you truly just get 4 field techs. If you add the 6th worker your HCP monthly cost more than doubles the entire cost of the plan. There is now no longer a way to include 1 worker to their mid-tier strategy – you need to relocate to the high tier plan. You can purchase 2 of the mid tier plans for less than the cost of their high tier strategy – this is so ill-conceived! In 2015 we were able to add 1 extra employee for simply a set cost per worker which was extremely sensible. WHen that staff member stopped we were pull back 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. I am gobsmacked by how incorrect of move this was on their part. The whole point of this software application is helping you to grow your service – however obviously as soon as you do grow kid do they punish you for it!

Additionally their search function for the “pricebook” leaves a lot to be desired. If you key in a keyword like “flange” and you have several products with that keyword in the description you anticipate all of the items with that keyword to appear. It doesn’t. Just some do.

The mobile app is the main manner in which field service technicians connect with the platform. Field service technicians can utilize the mobile app to: gain access to customer and task details, collect payments, create invoices and quotes, get signatures helps you send out invoices to your customers, and collect online payments. This is how a billing will appear in your customer’s inbox.

Billings consist of a link to an online payment website. Here is a summary of the deal charges associated with: Online payment portal transactions by client: 2.99% Deals by hand entered through app or internet browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% permits you to develop reports that evaluate your business’ performance information. In general, is a fairly priced field service management solution ideal for SMBs. Is Housecall Pro.

Is Housecall Pro

I understand there is a window of time up to 4 hours, but it would be nice to let a consumer understand they are set up for a day without giving them a time. I likewise don’t see visit suggestions for “huge tasks” that are set for all day and are potentially scheduled as much as 6 months ahead. Ought to be Arranged, a one week reminder and a one day tip at a minimum

If your company has less than 10 team members, ought to make your shortlist of software you need to examine. If you wish to compare to a comparable option, take a look at our jobber videos If your service has more than 10 employee, you ought to consider examining more robust services, like ServiceTitan