Housecall Pro supports professionals with all aspects of their daily workflow, including: job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. It is also fully integrated with access to the Housecall consumer booking app.
Housecall Pro is a full-service tool that enables service professionals to run their entire business on their smartphone and complimentary web portal. The app is offered at a competitive low cost and supports service professionals with all aspects of their workflow, including: job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. It is also fully integrated with access to the Housecall consumer booking app.
Housecall Pro levels the playing field by arming small businesses with high-tech tools at the most competitive low cost to better compete in the marketplace and is ideal for businesses with 1 to 30 employees. It saves time, money and provides a customer remarketing tool that has strong potential to, on average, double the number of jobs for the service professional. With over 30+ vertical offerings for home service needs, Housecall Pro is the easiest way to take control and organize a business.
This all-in-one tool allows professionals to offer their customers something their competitors are not able to. Housecall Pro allows businesses to move away from pen & paper to digital, streamlining their workflow and operations. Best of all, it's affordable and it even assists in helping small businesses transfer and import their existing client database with ease.
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.
I like HouseCall Pro very much on the desk top version and would definitely recommend the program to others. I would not recommend the mobile version at this point only because of the issues I have stated. I hope that in time the mobile version will catch up to the desk top version for the ADMIN to be able to conduct business whether in the field or in the office.
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.
it makes my job way easier AND we were able to have a paperless office.
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
We are a commercial cleaning business and have been in business for almost 20 years. For the last few years we have been transitioning from paper to digital. We have multiple employees, that are private contractors. They work at several locations. Each location has it's own pricing. Most times any additional services or charges added to a job are reported back with in a day or two.
We were using a paper calendar for on the go access, that was then copied to a shared online calendar. That information was entered into an invoicing program and invoices were emailed via a private email account. The process from work ordered to invoice sent could take up to a week depending on when our employees got back with information about the job.
Going into this next year we decided to try an "all in one" program. Housecall Pro so far has been great! It has most of the features we need. I love the app feature that comes with this program. It pings the employee when a job is assigned. Reminds them of upcoming work, gives directions to the location and lets them add details, pictures, or services to that job on site.
My workload has been cut significantly, allowing me to get to other administrative demands finished that usually get pushed into my weekend. Having the calendar, employee assignment, clients, services, and invoicing all in one place is amazing.
I've had to make some adjustments and "tricks", since it is a basic program. But nothing enough that's made it difficult to use.
Overall it has taken a good amount of stress and transition from our plate.
For single users to a company with multiple employees, this program can do a lot for you.
Avantages
Convenience, combines most of your business programs into one easy to use program
Customer Service, with offices on both coasts I am able to get in contact with customer service within 10 minutes.
Accessibility, I can access the program from any computer with internet connection or use my phone via the app.
Faster Reporting, employees out on the job can add details, services, or new jobs on sight.
Cuts out bridges between programs and communication, I can enter in a job on the program, assign my employee and it's sent to whomever I need it to be sent to (employee or client) saves me from having to enter it onto either a paper calendar, or a shared calendar, and then notifying the employee of the job and then waiting on a report that they have completed the work.
No contract - you can do monthly, half year or annual commitments
Inconvénients
Limited customization, I have to incorporate my own item code to personalize my clients services. The invoices are also limited on what can be changed/added
Only completed jobs can be searched. There's no search or sort option for each client. So I have to scroll through jobs. Once a client accumulates work it can be a hassle to scroll though pages of information.
Confirmation emails, because the invoices are sent though the program. I don't receive confirmation emails. It only show what has been sent.
Avantages
I have been a user since House Call Pro went national with their service. I don't have anything but good things about the company itself and the app/software!
First, the app is for the phone works flawlessly and has improved so much since I first started. (aka awesome development and customer service team behind the app).
The latest feature that I love is the employee time tracking feature! They can clock in and out right in the app! and the report for that is simple and user-friendly! I have 1 employee and looking to add another and this solves that huge time tracking issue I was having because they listen to their pros.
Now that doesn't cover what my customers have said to me about how they like all the notifications and email reminders and text alerts and so on and so on. This adds so much value to my company. Communication with customers is I think #1 in service based business' and House Call Pro knocks it out of the park!
Also great customer service. Great development speed. They are always getting feedback from their pros and using that to put the more requested features to the top of their development roadmap. I love that and have seen it over and over again the past 1.5 years or so I have been using the app.
Inconvénients
Cons? I would have to say no Ipad native app. However, they have made changes to the web portal so it is touch screen friendly and you can still use the mobile app as well just zoomed in. But the web portal through the browser on my iPad works well, I just know it would be snappier as a dedicated app. BUT I also know adding another version of the app would slow overall development of new features as a whole so I am understanding.
SIMPLE PLAN: $39/month billed annually - 1 User - Baseline Features: Email Support + Scheduling, Invoicing, Estimates + Google Calendar Integration +2.90% CC Processing + HouseCall Customer Booking App
MODERN PLAN: $109/month billed annually - 1-6 Users - Baseline Features + Live Chat Support + Unlimited Email Reminders + $0.86 Postcard Marketing + Online Booking (Yelp, Facebook, Website) + Company In-App Chat + QuickBooks Online Integration + Time Tracking
ADVANCED PLAN: $199/month billed annually - Unlimited Users - Everything in Modern Plan + Live Chat Support + Customizable Reports + Employee GPS Map Tracking
HouseCall Pro is a cloud-based field service management software that allows service professionals to run their business from anywhere – a web portal in their home office or on their smartphone while out in the field. It’s an all-in-one solution that covers job management, quotes/estimates, scheduling, dispatching, billing and invoicing, payment processing, customer management, electronic signature capture, and service history tracking.
Built for service contractors and professionals, HouseCall Pro’s notable features include contractor profiles, Google Calendar integration, customer database, messaging, GPS tracking, live maps, mobile payment, automated invoicing, postcard marketing, and email remarketing.
HouseCall Pro seamlessly integrates with HouseCall, the free customer booking app that can be downloaded to phones to make it easy for them to book a service with your company.
Managing a field service operation can be tricky, considering lost or misplaced job orders, quotes or estimates not equivalent to the actual job scope, and field technicians trapped in traffic or stalled by a vehicle mishap, among others. There’s also the paperwork to contend with at the end of the day so clients send their payments on time.
HouseCall Pro is a business management solution for companies engaged in home and field services. It’s an end-to-end automation platform that takes care of your entire workflow – from job scheduling to dispatch, from customer management to quotes and payment processing. It keeps paperwork to a minimum and helps you focus on growing your business instead of chasing non-paying customers.
When a customer books a job order with your company via the HouseCall app, you’re immediately notified. The booking app allows them to send you photos of the job site to illustrate the service they need done. This, in turn, lets you accurately estimate the job’s cost. All booked jobs are stored in Google Calendar, which you can check anytime via HouseCall Pro for daily, weekly, or monthly schedules.
If you work with other fieldworkers, the dispatch and scheduling feature allows you to assign jobs to available technicians in a just few clicks. Job details are sent to them, and last-minute updates can be pushed to their devices in real time. No more texting, emailing, or calling just so everyone’s on the same page.
HouseCall Pro also has a GPS functionality that lets you schedule urgent work orders based on a technician’s proximity to a customer’s location. Live maps enable fieldworkers to save on travel time and fuel costs.
Contacting a customer while not tracking the jobs you’ve completed for them can easily turn into an embarrassing situation for you and a frustrating experience for them.
With HouseCall Pro, customer records, jobs, invoices, and communications are stored in your private cloud, making it easy to manage your customer database and keep track of job histories. Tags can be used to organize the database and make searches faster.
When a job is marked as complete, HouseCall Pro lets you send automated email invoices straight from your phone. Customers can then pay by credit card online or send payment via other methods your business supports such as cash, through a collection facility, bank transfers, and so on.
It also allows you to process payments at a flat rate of 2.69% + $0.30 while on site. Simply key in or scan the customer’s debit/credit card and capture their e-signature. HouseCall Pro integrates with QuickBooks Online to simplify your accounting processes.
To keep you top of mind with your customers, HouseCall Pro’s postcard marketing feature enables you to send custom postcards at $0.65 apiece, while “thank you” and reminder emails come at no cost.
You can also attract new customers by getting your business featured on a HouseCall consumer marketplace in your chosen service area. The review system can work to your advantage because people who post reviews are real customers.
HouseCall Pro’s built-in messaging system allows you to communicate with customers and with staff on site. A customer can ask for a quote and attach photos of the job. They get notified for each job order that’s booked and confirmed. OMW alerts are sent to them the moment their technician pushes the On My Way button on his/her phone. They also automatically receive invoices via email for completed jobs, as well as reminders and “thank you” emails.
Dispatch admins can send updates to technicians any time, and fieldworkers can message the home office if any problems arise on the job site or while on their way to the site.
HouseCall Pro carries ready-made integrations with QuickBooks Online and Google Calendar.
HouseCall Pro offers three subscription plans: Free, Grow, and Manage. Free includes baseline features and if for user. Grow costs $69 per month on a bi-annual subscription basis and accommodates up to ten users. Manage costs $175 per month and is for an unlimited number of users.
All plans include features such as apps for iOS and Android devices, and the web, real-time dispatching, QuickBooks Online and Google Calendar integration, GPS vehicle tracking, and a customer booking app. Grow and Manage plans have an additional one-time setup fee of $99.
For Enterprise features, additional information can be obtained by calling the HouseCall Pro sales department.
Voici quelques-unes des questions fréquentes sur Housecall Pro.
Types de licences disponibles pour Housecall Pro :
À partir de: $39/mois
Type de licence: Free, Abonnement
version d'essai gratuite: Disponible
SIMPLE PLAN: $39/month billed annually - 1 User - Baseline Features: Email Support + Scheduling, Invoicing, Estimates + Google Calendar Integration +2.90% CC Processing + HouseCall Customer Booking App
MODERN PLAN: $109/month billed annually - 1-6 Users - Baseline Features + Live Chat Support + Unlimited Email Reminders + $0.86 Postcard Marketing + Online Booking (Yelp, Facebook, Website) + Company In-App Chat + QuickBooks Online Integration + Time Tracking
ADVANCED PLAN: $199/month billed annually - Unlimited Users - Everything in Modern Plan + Live Chat Support + Customizable Reports + Employee GPS Map Tracking
Fonctionnalités du logiciel Housecall Pro :
Utilisateurs habituels du logiciel Housecall Pro :
Auto-entrepreneurs, Entreprises de taille moyenne, PME
Langues dans lesquelles Housecall Pro est disponible :
anglais
Types de licences disponibles pour Housecall Pro:
Free, Abonnement
Appareils pris en charge par Housecall Pro :
Android, iPhone
Applications s'intégrant à Housecall Pro :
Facebook, Mailchimp, Mixpanel, NiceJob, QuickBooks, QuickBooks Online, QuickBooks Online, SendGrid, Stripe, Twilio Communications Cloud
Ressources d'aide disponibles pour Housecall Pro :
Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo
HCP has brought our business to the next level. We have been using the software for two years and have a very basic plan. Before HCP, we were keeping our appointments in a spiral calendar and customer information was difficult to maintain. With HCP, we have been able to better track our customer activity and history. One of the newer features that I find interesting is the lifetime value of the customer. This is giving us some insight into how much revenue our customers generate. I am considering upgrading to the next level of HCP to begin accessing some of the marketing tools that HCP promotes.