Avis clients sur Housecall Pro

Avantages

I appreciate the customer support team, always ready to improve. The pro vote feature is ingenious, I have seen several of my personal pro-votes come to fruition.

Inconvénients

The name. When interacting with clients the name "HouseCall pro" is limiting this amazing product to residential service calls, when in fact it is so much more. I had to modify a few internal processes, but I've managed 2 and 3 month projects from 1 invoice allowing Change Orders to bill out as segments. the name should be revised, considering something more wild. Service Titan had the right idea on the wrong product.

Avantages

The equipment tracking feature for each customer has simplified life both for the inside staff and the techs. Now that we have the service agreement options, the tech's have an easier time tracking the details of the services. It has helped with our inside sales to be more consistent with customers' maintenance and generating more income.

Inconvénients

As we are going and figuring out our growing pains, I have come to realize that it would great to have a system to track inventory as our techs use it with each customer in live time. This type of feature would help with repurchasing and tracking lost inventory.

Avantages

We loved the GPS that showed the property location and street view. This helped our techs locate the property without questioning. Also when entering the job, it prevented the office from a typo when entering the property street address.

Inconvénients

At first sign up we were given our "own" personal trainer. However, she was on a time limit and did not help with our concerns. Would cut me off and say she had to take other calls, would need to set up another appointment... a few days later. Got my 30 minutes again, then she said set up 5 jobs and see how they go. The problem is that our business did not stop, it had to keep running and we didn't know how to set up our system. By the time it was set up we had a huge backlog of entering, late invoices, etc.

After our 2 or 3 visits with our "personal trainers", they converted us to customer service online chat only. It took a long time to get someone to respond, most times would lead into another question, wait again, and so on. Wasted so much time in the office! At the beginning of set up, it took days and hours to get results, very, very frustrating. Kept asking if we could just speak to someone and they said they were set up for online chat and could make an appointment if the concern was something a chat could not resolve. I would need help at that moment, would not want to wait several days to speak to someone.

( After a few weeks we ended up going to Service Fusion which gave us 60 full days with our personal trainer. Would spend up to an hour on the phone guiding us through the set up. And if our rep was not available, you could speak to anyone on the customer service team. Absolutely wonderful!)

Avantages

A software service I just stumbled upon through a distributors app. Had no plan to sign up at all. I wanted the free gift for completion of a demo. It has helped in ways that I never thought would be a need for my business. My clients appreciate the messaging/reminder of services plus real time updates to arrival. All paperless invoicing saves on overhead. Highly professional looking invoices that provide my customers an itemized description of their service. Customers open an invoice and click the pay link or can pay by credit card reader with standard rates or lower. Easily links to quickbooks. And then automated thank you emails with requests for reviews.

Inconvénients

I find it difficult to link my reviews across all platforms available to my customers. Having nearly 100 reviews with a perfect 5 star rating and well written reviews about my services provided, if new potential customers can't see them across other platforms is somewhat useless.

Avantages

This software is very user friendly, without any training most of our team was able to dive right in and start using the software immediately . I love the fact that we can schedule, take payments view our customers history and overall have the ability to use every function of the software whether your in the office or out if the field. We can send internal messages to our staff as well as our customers. This software shows our overall earnings, tracks invoices that our outstanding and honestly allows our company to run smoothly and efficiently.

Inconvénients

In the beginning for some reason if I had to go back and close out a job and back date it, the software would not allow me to choose the appropriate date, however this has been fixed and I haven't had any recent problems with this particular issue.

Avantages

This software is amazing. On the main page, (we call it our work board). It shows all outstanding jobs, along with a calendar in front of you that can be used to schedule the jobs to all of your service technicians in the field.

Once your service technician completes the job, you can enter the information in the office, or you can have them enter the information from their I-Pads out in the service field.

You can also send a invoice immediately to the customer from the I pad or Office Personnel. They can be sent through emails or texts to the customers. The customers can pay once they receive the bill or you can collect and enter the information from the job site.

This program has everything you need to be efficient with your business.

They have so many different tools you can use. You can increase your work load tremendously if you want to with the different tools they have to offer, if you choose to grow your business, the sky is the limit.

Inconvénients

I have to go through too many screens sometimes to complete a task. Such as looking up address information on a particular property. I wish I could learn to tie the addresses together so I can see all of the work completed at one particular address in one place.

Avantages

Setting up our company was very easy and quick. Invoicing and dispatching jobs is detailed and easy to do. Creating price lists is the best feature, it eliminates questions often asked by staff on how to price something. We were able to create several price lists to accommodate contracted clients, residential and sub contractor pricing as well. Purchasing HCP software was the best decision we have made for business solutions. We are able to track labor, costs, payroll, invoicing, dispatching, we can see the location of technicians in the field also. You have the ability to track them in live time. The best feature the technicians like is the ability to take pictures within the app and add directly to specific work orders.

Customer service is exceptional and responds quickly(depending on the time of day). In most cases you can find the answer you're looking for via the FAQ section. This feature is available on the desktop and mobile formats making it easy for technicians in the field to find an answer themselves without having to call into the office for information. Running reports are simple as well.

Inconvénients

Our least favorite items within the app is not being able to select which permissions you want employees to be able to see. Meaning the tech can see revenue on jobs etc.

There is a 2day lag on deposits. The processing fees for a CC is inline with other merchants currently available.

Avantages

Ease of use and navigation. Features that are offered to compliment it.

Inconvénients

Could use a few more options. It is easy to use from a phone but I would like pictures attached to the price list items to make it easier to navigate on the phone .

Avantages

Housecall Pro has changed how we do business for the better! It saves us countless hours. We have streamlined so many of our processes. Our customers love the communication it provides. It’s been one of the best business decisions we’ve made!

Inconvénients

I’ve struggled a bit with running reports but that could just be a user error and lack of knowledge on my part.

Avantages

Housecall Pro user interface is easy to use on both desktop cloud and mobile app. Easy to book appointments-->dispatch to the team with no issues. We the ability to also manage the team out in the field without being tied to the office all the time. Their community on Facebook is by far one of the best and most interactive and helpful to all.

Inconvénients

This product has been awesome and there are no negative feedback.

Avantages

My most favorite part of this software is the people that back it up. Software is software, it's the people who make the difference.
All of the Housecall Pro teams are some of the most amazing people in this world.
The software is very user friendly with many features being created to meet the demands and needs of the trades that use. The continuous upgrades to the platform, features and 3rd party extensions that make the user experience more customizable for the intended users.
Always pushing the boundaries of excellence.

Inconvénients

The accounting side of things for the money transmitted to the bank. Sometimes there are glitches that cause problems within the money deposited transmissions and the tax rate causes errors that are not always an easy fix. The work around to fix the errors caused more work for me by having to go into my quickbooks to change a tax rate then reinstate it to the original rate. Oye' vei ?

Avantages

Scheduling jobs. But there are several problems with scheduling jobs that I mention later in this review please pay attention it could help your business a great deal I know from experience in the past dealing with other marketing companies such as Angie's List what they have done wrong the information provided here is priceless I have a degree in marketing please listen to what I have to say I think you all have great positive attitude and I really appreciate who you are but I really believe there's some issues that you need to fix at a low cost compared to the amount of money that house call Pro will lose in the future please consider everything in this review that I have to say and I promise you will be number one in this industry because already you show that you care by having the pros the people that really take this seriously go to your company meetings that is very intelligent but please read what I have to say here thank you!

Inconvénients

I think this app needs some work for example existing customers is almost impossible to locate but you know they're in the Rolodex for one house called does have it right by showing that it's a previous customer but how do you look that person up in the Rolodex it's virtually impossible I get lucky every now and then but I've given up. The other problem is I paid $50 for a credit cards swiping product but it doesn't work and I don't quite get the text messages but if house call Pro had a live person I could figure out a lot more but it doesn't seem to exist I was at one time in contact with an [SENSITIVE CONTENT HIDDEN] and then they drop the ball I have nobody to talk to and another thing is when you do talk to people you should make it to where you are automatically emailed for a customer a representative review so then your representatives do a better job and try their best for example Angie's List represented always had a chip on their shoulders even though they were review company they never reviewed themselves I've watched them go from nine hundred million dollars almost a billion dollars down to five hundred million dollars and sold out with a Icee at 550 million dollars all because nobody would listen to their business partner Scott Watkins. I have a lot of entrepreneurial ideas and place I am soon retiring from carpet cleaning and I will be a multi-millionaire it would be in the best of of interest of house call Pro to listen to my advice I have a degree in marketing.

Avantages

HCP has made my day to day business adman much easier. It literally replaces a part time employee w all that it does for me.
The digital schedule is great. The text and email reminders that are sent out look so professional-I get comments from customers saying they love all “my” communications (it’s mostly automatic). So cool!
The invoicing is clear, the cc payment link that comes on every invoice sent out has helped to keep a/r low.
Everything is at the click of a button, and very user friendly.
One of the really great things is their customer service. When I get stuck or have any glitches, they reply within minutes (no joke), and it’s always a precise reply. Sometimes they tell me there’s no feature for what I’m asking but they submit my request for the feature to be a future addition.
Overall, it’s been the best software addition I’ve had. This is my 4th software over 20 yrs of doing business and with all their constant updates I don’t expect to ever have to change again.

Inconvénients

There are features that don’t exist yet. I have been able to find work arounds for all of them.

For example, you can’t send out a broadcast marketing email to your customer base. However, you can easily export your client list to do it through another platform.
You can easily and send out a custom postcard to your client list through HCP, it can even be automatic.
Since it’s cloud based, if I don’t have cell svc or wifi, I can’t access any info or process any invoices/estimates etc. This is a limitation.

Avantages

I love how its evolved over the past 2 years, it has grown as I have. Their team is on point and very intuitive to its customer's needs. I started using the software for the simple reason someone had reached out to me to help them build one, and after a few months of using their software I realized how difficult it would be to do along with my business, I even at one point looked at leaving and did so. I thought I found the answer to my problem with Fusion something, I started to pay them and continued using HCP until I felt comfortable with the new system and rolling it out with my team. After about 2 months I realized they were not on the same level or page as HCP. like I said I never stopped using them luckily, it would have costed me more time and more money if I had. They have been amazing for 2 years and plan on sticking with them as long as they plan on taking my money. They have an amazing Facebook group that has helped me in many situations amazing Pros from all over with wonderful insight.

Inconvénients

they will make mistakes as we all do, no one is perfect. I've made so many in the short time I've been in business and I'm not dealing with the volume of people as they do. So I try to keep that in mind when one does come up. Their team really is amazing, I can't say anything bad about them.

Avantages

Many things. I like the payment options I can give to clients, the calendar sync, estimates, postcard integration, support systems etc.

Inconvénients

Sometimes it takes a while to load on the customer's end so they think it’s not working. I think it’s just because it’s encrypted though.

Avantages

Housecall Pro has a robust amount of features in an affordable package.
The main interface is fairly easy to use
Dedicated online fan base on Facebook that is a ton of help

Inconvénients

No official support phone line from the company. They utilize a chat bubble on their website for support and have little to no way of escalating a problem to speak with someone.

The implementation of new features comes fast and furious. The features are not always perfected before implementation and are buggy

Avantages

Seamless integration with Quickbooks is the most important feature. Once we learned to categorize where we wanted charges to show in QB such as "Labor" or "Material & Supplies" then reconciliation became easy. Software is easy to navigate and customize. Scheduling service for our customers is a major feature and increases customer confidence. Our A/R has improved dramatically. More of our customers use the pay online feature and the ability to accept cc payments is a huge plus. Admin settings allow to set cc minimum payments and employee access through mobile app.

Inconvénients

Would love have an attachment icon in customer history window indicating service calls that have attached photos or documents uploaded without having to open each one individually. I would also like to have the ability to record customer equipment Model & Serial #'s and connect services to particular equipment. Example: Customer has (5) individual air con systems. Enter Model & Serial #'s, and name systems. Then all future service at that site can be attached to a particular piece of equipment with the ability to run a report. Options for "Summer" & "Winter" maintenance to run reports for recurring future would also be on my wish list.

Avantages

The owners were use too and liked a different dispatching/invoicing system. When I was hired as the Office Manager I was trained to use that system but always felt like it was out dated and not user friendly. I ran across an ad for house call pro on social media. I immediately loved what I saw, the ease of the program and how customers could make payments online and leave reviews for our business and technician experience. I showed the owners and we made the switch to housecall pro and have never regretted it.

Inconvénients

I wish the system could notify me when my technicians went in route, started there job and finished there job. Wish some sort of push notification or a chime when the dash board is open

Avantages

I like that a conference call was set up with me to discuss a major issue I had with billing multiple contact/dept clients. They listened to my concerns and within 2 hours made a change to the software they we now utilize on a weekly basis.

Inconvénients

There's still a few buttons that need to be accessible a little easier. For instance, the client search has too many steps to be the single most used button. (that's why we have hcp is to keep track of our clients info etc. (too many un-needed steps). You've made me click the client page, then I have to select the search bar... which happens to be on the opposite end of the screen. Either have the search bar auto fill (start curser there) so we can click client, and then start typing the clients name, or (my preference) add the search bar to the header and have it accessible from every page.

2nd biggest fix requested: I really wish we would get a notification similar to when a invoice doesn't connect with QBO properly for when our text and emails don't go through to the client. We love the software so much that we use the omw, finish tabs as well as sending estimates via email... and it's frustrating hearing the client didn't receive the notification only to then learn we had a missing letter or wrong digit etc. that we could have caught initially. It makes the client feel like we've forgotten them when they are expecting the notification and we do our part, but they don't receive it.... and we don't know that it didn't get completed.

Avantages

App use experience is phenomenal. I have written estimates In a time crunch in the driveway of the customers house b4 a sales meeting. While not ideal, the ability to have something for my client rather than nothing is all the difference. Only Houscall makes this possible.

Inconvénients

Housecall over all gets 5 stars , no question about it. The only reason I gave 4 stars is some areas is because I am seeing the potential of the product and would like to see house call achieve that potential.
Web based use is definitely not the same experience as the app. Pages bog, cursors lag, and it takes time to write proposals and navigate.
While the organization of the web based platform is truly superior, the navigation is not.
I choose to log on the web based platform because of the clarity and organizational benefits but I often find myself frustrated, losing unsaved pages or saying “ common”.
With that said there is nothing that even comes close to what housecall offers me so take that criticism in perspective to the the truly awesomeness of house call as a whole.
I would like to add that house call software engineers have come up with some great ideas! Ideas I never knew I needed but now can not go with out.
Features such as street view and home value in the customers page is very helpful. Other helpful features SA colab with employees and sales updates, employee tracking and credit card processing on site are In app features I have been introduced to that I can’t live with out. These features may not seem like the back bone of your business head on but i can tell you in hindsight they all add up and contribute to your over all competitive edge.

Avantages

The feedback I get from clients is that they love the professionalism of the software, the easy ways to communicate, the online booking option, the automated 'on my way' text and paying online. What I like is how easy it is to look at. I know other software have more options, but sometimes less is more. You can get lost in all the functions and it makes it harder to use. I don't need a lot of the other features that other software offers. I need software that is quick and easy to use (and hard to screw up). The way everything is set up makes each page easy to look at, therefore, easy to navigate and use.

Inconvénients

I don't like that I can't call someone to help me figure something out. I don't like that the invoice number is not the same as the estimate number and sometimes it can be tricky to keep them the same. I wish there was an automated function to send an invoice for the deposit once someone approves an estimate. Another thing that would be helpful is if people can schedule an estimate online, not just a job. I know I can convert jobs to estimate, but numbering can get tricky. One more thing. It would be helpful if on the app, you can see the invoice number right on the calendar or when you open up the job. I'm in metal warehouses a lot buying material and I have to select the invoice button just to see the invoice number and reception is bad. My way around it has been putting the invoice number in the notes, but that's obnoxious.

Avantages

Ease of setup. Kind and patient support team. Did I say patient? After our office manager retired, we were able to implement HCP and within weeks realized that we no longer needed an office manager! It was tough to change my ways after doing “what worked” for the first 28 years, but these last two years with HCP have really helped us grow and I spend about 15 hours/week less sitting at a desk. Our crews like having the power to create estimates and quote work and extras. The payment portal speeds up collections. The software is constantly improving. We are a completely paperless company now, save for permit applications and such. It is so easy to schedule out days, weeks, a month. Drag and drop to move appointments. Creating/changing unit prices is so easy.

Inconvénients

Making changes to estimates or invoices to a customer puts you back to the dashboard, which is distracting if you are handling multiple invoices for a property management company for instance. A work around is to open each one in a new window on the desktop. We use the desktop site in the field since the mobile site will not rotate on our iPads and we have keyboard cases. The dashboard shows outstanding invoices when you log on, but you cannot click on them individually to review. No integration with QB desktop, though I may be the only person who has that problem.

Avantages

With my main responsibility being dispatching service calls and administrative work, Housecall Pro makes it so easy to have all of the information in one place. You are able to see the status of service calls and invoice homeowners directly from the app. Another great feature of Housecall Pro is offering direct communication with customers and employees via text from the app. The convenience of an online dispatching system is that information can be accessed and updated in real-time so that everyone has accurate information at all times.

Customer service agents are available via chat during business hours and provide solutions to problems that you have within minutes which is also very helpful and reassuring when you have questions.

Inconvénients

There is nothing in particular that I don't like about Housecall Pro. Housecall Pro will continue to offer an excellent product, while actively improving their site and adding new features on a regular basis.

Avantages

Housecall Pro is a great CRM product. We are a plumbing company and we use this software every day and it helps us keep track of our customers in the cloud. We have not started using Housecall Pro in the field as of yet, but we will soon. Once a person learns the software it is fairly easy to upload a list of inventory items such as plumbing parts and then add these parts to a customer's invoice. We are experimenting with locating parts through voice recognition from the tablet and then adding these parts to the invoice rather than keying them in by hand. We use a time and material vs. flat rate customer invoicing system. Many companies are hard to reach or place you on long holds when you call them. Housecall Pro utilizes a chat feature which provides a timely response to our questions. Housecall Pro is an affordable and good quality software program that is web based. Some of the features of the program include job scheduling, dispatch, customer invoicing, the ability to accept credit cards in the field, and more. Overall we are very satisfied with Housecall Pro and recommend them as a Field Service Software solution.

Inconvénients

It would be nice to have sub categories or some type of drop down menu for our parts so they would be easier to find. For example it would make sense to have a category called copper fittings and then a sub category called elbows, and then a sub category to that for different types of elbows such as 22, 45, and 90 degree.

Since we are time and material plumbers it would also be nice to have an automated way to calculate our labor costs based on time spent on the job, but this still requires a manual calculation from what I understand.

Avantages

This has got to be the easiest "learning curve" I have ever experienced. Coming from a completely different industry, to manage the office here was a bit daunting. BUT - HouseCall Pro made it much easier.
a) Customers: Easy to set up customers in system, note their special preferences, create "tags" to track for where they heard about us, and contact them via emails or texts. Each account has the Zillow pic and profile of each of our customers - providing a wealth of information to us before we even arrive to service their home.
b) Employees: Love the "personal touch" of adding the photos of our team - Our customers can see who is arriving - and - with the notification system, they know when they will be there. TimeTracker makes payroll a snap, and allows employees the flexibility to check in and out while out in the field thru the app - not tied to a punch clock or computer in the office.
c) Scheduling: Easy to use, nice 'color-coding' features for each employee, with options to notify your customer of changes or not. Quickly able to schedule on the fly, thru the phone app. Can look day, week or month with a quick tab change.
d) Invoicing: LOVE it --- the team can enter in all their details, which would normally have to be transcribed from paper notes, on the Work Orders thru the phone app. Nice presentation to the customers, with immediate email invoice available, the minute the job is done and paid for. AND it flows to QuickBooks!

Inconvénients

Creating "work arounds" for creating multiple sub-accounts for a main client. Sometimes, there needs to be a three layer deep ability to categorize a customer. Example: Parent Company (Main Customer), which has multiple condominium complexes (Sub Accounts of Main Customer)- each one having its own name/ billing account, and then, the need to create sub accounts for each Condo Complex (a Sub Sub Account) - for each individual Unit (for service address)