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

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

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 will organize your business. It can be used as a work order system to keep track of customers, invoices, scheduling, and incorporates into quickbooks!

It is relatively easy to use, even for non tech people. Nice features that help you keep track of when jobs are start, end, and are paid out. It will send automatic reminders to customers about upcoming jobs.

Inconvénients

It cannot be used as an estimating software because it does not make an agreement between the contractor and the customer. This is the current process...the customer hits "accept" on the contractor's estimate but there is no agreement sent to either party. Also as a contractor, you do not know who accepted your estimate because the software does not capture a signature from the person "clicking accept." Basically, as a contractor if anything goes wrong on a job you do not have a signed agreement with to enforce. You must use a supplemental software with signature capture in order to have an agreement.

There are a few features the app currently does provide.
- A customer can sign off on the work that was preformed stating that it was completed.
- There is also an activity feed page that shows the time and date the customer "accepted" the proposal. However, none of this will do you any good if you do not have a contract illustrating the name/date/amount agreed to between the other party.

Our employees always had issues uploading pictures to estimates and jobs.

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.