Avis clients sur Housecall Pro

Avantages

I LOVE this software! It does absolutely everything for me and makes it so easy for me to run the behind the scenes part of my business. Housecall Pro is super easy to use, the app interface is very clean, and it totally streamlines my interaction with the customer from their first phone call, through to the completion of the job, and beyond. Housecall Pro makes every part of my carpet cleaning business so much more efficient.

Inconvénients

I wish that the user had greater control in customizing messages that are sent to their customers. For instance, Housecall Pro sends a text and an email asking for a Google review and a review on Housecall Pro when the work is complete, but I have little control over the content/message of that communication. Another example is that I have little control over the content of the "On My Way", or the "Job Finished" texts that get sent to my customers on the day of their appointments. I would love to be able to send more personalized messages to my customers, so that they seem less generic and bland.

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

I like the fact that i can schedule my customers, take payment and share its information with quickbooks

Inconvénients

I would like it cover my parts better in a way i can get a complete breakdown of the cost of parts and profit. There is no way to inventory your parts.

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

The best thing about Housecall Pro is the invoice that the customers see. It is clean, easy to read, and makes online payment easy. Payment can be made directly from the invoice and there is no need for the customer to open a web portal or log in to view and pay invoices. The mobile app dashboard is great for getting to the job... one tap to send an "on my way" message and another tap to open up google maps. easy.

Inconvénients

The invoicing features (or lack thereof) are infuriating!

1. When you are creating invoices, you can't edit the default email message to have it save your preferences. You have to type out or copy and paste your custom text EVERY INVOICE YOU SEND. I would like to send a nice "thank you for using my services", "refer us", "call with questions" message with all my invoices, but it is a huge pain in the butt and takes too long to do it EVERY TIME!

2. If most of your customers are net 30, there are no automatic payment reminders or Payment Past Due notices. you have to do all of that manually. Since the software doesn't allow for custom email templates, each reminder you send has to be typed out manually or copied and pasted from a Word Doc.

3. The invoices are lacking different areas to add important information and instead rely on a general "Notes" text box at the bottom for Purchase Order numbers, billing disclaimers, and job notes. It gets busy fast.

4. The software and app are generally "clunky" to use. The interface requires a lot of full page loads vs drop down or pop-up fields in order to create a new customer and invoice so it takes twice the time it should, especially with a spotty data connection.

5. There is not a true CRM (customer relationship management) functionality. You can create email marketing campaigns, but it won't remind you customer's birthdays, or when someone has hit a loyalty program milestone, or let you auto-schedule calls or texts.

Avantages

Ease of use. Easy to setup. Loved that my techs could see the customers home so as they wouldn't install ac in the wrong house.

Inconvénients

Loved it all. The only thing on an estimate being sent to the customer from the office. I forget to un check notify customer. They think i am on my way to their home and I am only sending a estimate.

Avantages

Housecall Pro makes the communication between company and customer seamless and easy. The best part of Housecall Pro is the ability to speak with your customer within the app. No phone number needed.

Inconvénients

Housecall Pro has many great features. One of the only negatives regarding this application is the GPS/Map feature. We have noticed a few times that the maps are not updated an can lead to confusion when traveling to the customers location.

Avantages

What I liked the most about Housecall Pro was the fact that it was a very robust program. By that, what I mean is it is an all in 1 program. It has features to send out emails to clients to advise when your team has arrived on-site and work has started, you can even send a picture of the tech that will be there. Great features and pretty simple to use.

Inconvénients

What I liked the lease about Housecall Pro are the fees. While my team was able to take advantage of some of the features, there were many that we did not utilize. If there were an option for a lite version with reduced fees and features I would look into it.

Avantages

The mostly i like about this software is that it connect us with our company owner/partner very easily directly instead of manually.

Inconvénients

There is nothing that i like least like about this software because it is working very perfectly.I don’t think that there will be something.

Avantages

Ease of use, able to view previous invoices and pictures

Inconvénients

The app itself is slow, maybe a better menu

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

About a year ago I got a call from someone from House Call Pro requesting to schedule a demo on my laptop.
I requested an in person demo.
I went to San Diego and talked with the amazing people there.
I was told I could have a software that would allow my customers to schedule an appointment online from my website. I was floored because I was looking for exactly that. Plus they could set me up so after I was finished with a service call I could send my customer an invoice that they could use to pay me with a credit card and also I could use the software to record that they payed by check or cash as well. I would have a complete CRM and at a very affordable price.

Inconvénients

I realized early on that in order for me to benefit from using this software I'd have to really use it to it's full potential.
Most if the time if I dropped the ball it was because I did not fully utilize the full capacity of the software.

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)

Avantages

I no longer have to fill out work orders or contantly update customers with arrival times and scheduling. The app does it for us! It's saved me a lot of time so I can focus on other aspects of our business and has pleased our customers greatly! It's showing from the increase of reviews! The ability to link to Google and QBO are two of the best features as well as the time I save on the phone with customers playing call tag, etc. In plumbing, we are able to edit the blocks of time for unexpected repairs that come up and prevent overbooking and add segments for ongoing WIP jobs. HCP has made my work streamlined from the start!

Inconvénients

There are a few features I wish that are available but that doesn't mean they won't be in the near future with their hard working support team. A subtotal line is desperately needed. I wish I got emails when my customers do so I can quickly reference what and when I sent it. Segment options for estimates would be nice since at this point you can only select one of multiple estimates. A drop down list of customers when searching for one would save me some time. Some customers have difficult spelling of names so to be able to type the first and second letter and have it bring up the customer list would be a huge help without having to press enter.

Avantages

Housecall pro was designed with the most important things to be successful in business in mind. They are constantly improving the software, and have estabilshed a community that you can tap into to become a better business. They listen to their users and are proactive. And the mobile version works great!
I have Housecall pro fully integrated with Quickbooks Online, offer integrated online booking, offer service agreements, and impress customers with the automated texts and emails. I originally spent I don't know how many hours looking for the right software, trying to figure out what they all actually did, and tried several different programs. I even switched to another software after using Housecall for a year because I thought they were not going to develop their service agreement capabilities, but that

Inconvénients

Over the past two years, there have been several issues for which I have needed to use a work around, but most of those issues have been, or are being addressed. Currently the most inconvenient issue is a somewhat clunky estimate process, and the inability to create multi-option estimates from the mobile app, but they are working to solve that issue.

Avantages

I like the ease of use for employees and users in the field. It is simple, yet allows our company to be in contact with our customers. From the office perspective, we have reduced how many invoices we are sending the mail significantly. Our customers like receiving e-mails from us, including the invoices. The portal for payment is easy to use. There has been a significant increase in online payments through the portal.

Our employees find the app easy to use and the location services make it easy for them to find our customers homes.

Inconvénients

The times on the schedule page, need to somehow be highlighted or the top of the hour bolded. It is really difficult to schedule an appointment on the week view for Friday, because the time is in the far left margin.

I would love to have the ability to make comments on the time card section. That way when I need to make a change to an employee's time card, I can also note why the change was made.

The way that the credit card payments integrate with quickbooks is frustrating, as I have to go to each transaction and manually change where it posts the payment. I would like to have the ability to designate where the payment goes. In addition, it would be nice to change the QB display name on HCP ourselves, instead of talking with customer support. One more thing, can payments affecting more than one invoice be posted as one payment, versus each individual invoice. This would make processing deposits so much easier.

Avantages

I like the way house call works on the desk top. It is quick and easy for me to do all my daily tasks as it pertains to each individual project I have going on. It is pretty easy to navigate through. The system allows me to keep all projects organize even if we have to go back out on more then one occasion.

Inconvénients

I don't like how difficult it is to search on the desk top version for a particle project. It would make it quicker and simpler to have a "1" step process to look up any project by address or contractor name. Too many steps and difficult right now to find what I am looking for.

The mobile version needs to be simpler for the ADMIN to be able to use. If I am away from the office I can only see my projects, not ALL. I need to be able to see all as the ADMIN in order to conduct business when I am away from my desk and office. Our business requires putting in the home owner address which is not the contractor's address on file. When I try to schedule a job in the field on the mobile version I can never put in the address of the home owner which is where I need my employee to go.(NOT THE CONTRACTOR OFFICE) I have to always put it in the notes and take an extra step to tell the employee address is in the notes instead of where it should be. This makes it very difficult to work with and dispatch my employee to the correct address.

Avantages

Ok so my partner and I started a new business together and I was using Joist which, for free, is a sweet app but I quickly realized that a serious business needed a serious software to help with logistics. Demo ensued and... Long story short our sales person was really cool and answered all of my difficult questions with ease. And trust me I am an office gorilla. And if you are trying to bamboozle me, well, I have those maternal instincts that can smell bamboozling a mile away. the program was easy to use and easy to learn. It has a real-time app that my tech in the field uses, it is partnered with zillow so the service address shows up with all the juicy details, bed/bathroom, sq ft, price it sold for . my tech uses the map function so he doesn't have to call me for directions. you can search specific date ranges and tag customers with specific tags for ROI data. It keeps a graph display dashboard of all the business vitals. Unlike other programs this one lets you pick the level you want to pay and for more you can get extra services. the lowest level still gives you plenty to run a successful business. I LOVE house call Sparky, the virtual text concierge, that reminds clients when their appointment is, confirms appt, tells them when the tech is en route and when a job is finished. There is a pay online feature, a "bill to separate address" feature, and the customer service is the BEST I've ever dealt with. they even take suggestions.

Inconvénients

when you use the payment box to run a credit card it pops up in the center of the screen and you cant move it to see what the billing zip is on the screen below it.
I don't know if it's me but sometimes it takes a few seconds longer than I like to load between screens. There might be a toggle feature I am missing.
I work hard and I expect my technology to do the same.
I would like to see a little more flexibility in the price list feature. It should operate faster with the line item selection. If I pick something I know is in our saved price list it takes a minute for it to populate the selection box.
When you are inputting the prices of line items by hand the cursor goes to weird places in the price. drives me bonkers