Are you looking for Capterra Housecall Pro?…Utilized by over 17,000 service companies, in a broad variety industries including HVAC, pipes, and cleansing. If you’re already a customer, tell us what you believe of this option in the comments below.
Let’s get started. is a field service management option perfect for little to medium size companies. It is competitively priced to solutions with comparable functionality it Consists of tools that assist organizations manage a high volume of recurring jobs And it consists of numerous nice-to-have functions: a website home builder and e-mail & postcard marketing tools. However, does not provide automatic quote follow-ups, an online customer portal, or an open API.
In general, we advise that many SMBs ought to think about examining. It is a competitive-priced product that offers a suite of features that suffice for lots of small businesses. If you wish to evaluate a solution similar to, we advise Jobber. If your service company has more than 10 team members, and you are willing to buy a more sophisticated option, we suggest ServiceTitan is a membership based service that costs $49 to $199 each month when billed each year. When billed monthly, and $65 to $229 per month.
Does House Call pro integrate with Quickbooks?
Each strategy limits the number of users you can add per account, and adding additional users costs a month-to-month cost of $30 per user. It is organized into modules that showcase different reports and assist keep essential items like, open invoices and upcoming tasks, top of mind. This service uses a “book now” button you can position on your company website or social media channels Clicking the button will send out the customer to an online booking kind.
HousecallPro has actually helped us take our service to the next level and makes dispatching, estimating, and accounting a lot easier. I have actually used other competitive products in the past, but absolutely nothing has come close to the functions of HousecallPro.
Price list versatility, automated e-mails, quote approvals and invoicing, and dispatching to make sure everyone’s on the very same page.
The automated emails need to absolutely be connected to task tags, but because they’re tied to consumer tags, we have to add and remove them vigilantly if we have repeat customers with multiple residential or commercial properties or different service needs.
I wish the estimate approval procedure was more of an eSignature process instead of any celebration just clicking a button.
Clients will choose a service, choose a preferred time, and enter their contact info. When the customer finishes the form, will automatically signal you of the incoming task request. assists you develop, send out, and track task price quotes. You can add line items for materials & services, and attach appropriate files. You can send quotes to your consumers by text or e-mail. The message includes a link where your consumer can review the quote, and decline the service or accept. helps you manage customer relationships. You can develop a profile for each client, and store information like their contact number, e-mail address, and place.
You can likewise track the status of jobs and price quotes, and view their invoice history includes search and filtering tools to help you sort and locate customers effectively. You can add tags to your consumers to assist organize your client list. enables office personnel to effectively set up tasks and dispatch staff member. You can use its drag and drop calendar to designate team members to a provided task, and set arrival windows. You can quickly set up repeating job schedules. Housecall Pro includes a map view with GPS tracking, so your office personnel constantly understands where your field service technicians lie. This allows your office develop the most efficient paths.
If you grow from 5 to 6 employees beware – its time to transfer to another software provider in my opinion. The prices strategy permits approximately 5 employees for 1 set cost. Bear in mind among those 5 workers is your workplace staff so you really only get 4 field techs. , if you add the Sixth worker your HCP monthly rate more than doubles the whole cost of the strategy.. There is now no longer a method to include 1 staff member to their mid-tier strategy – you have to move to the high tier strategy. You can purchase 2 of the mid tier prepare for less than the price of their high tier strategy – this is just so ill-conceived! In 2015 we had the ability to add 1 additional staff member for just a set fee per staff member which was very sensible. WHen that worker stopped we were pull back to 5 … so were uninformed that in June 2022 they made this change wiping out the capability to include an incremental staff member without needing to leap to the next tier. I am gobsmacked by how wrong of move this was on their part. The entire point of this software is assisting you to grow your company – however apparently as soon as you do grow boy do they penalize you for it!
In addition their search function for the “pricebook” leaves a lot to be wanted. If you type in a keyword like “flange” and you have multiple products with that keyword in the description you expect all of the products with that keyword to appear. It does not. Only some do.
The mobile app is the main way that field technicians engage with the platform. Field specialists can utilize the mobile app to: access consumer and job information, collect payments, develop quotes and billings, get signatures helps you send invoices to your customers, and collect online payments. This is how an invoice will appear in your customer’s inbox.
Billings include a link to an online payment website. Here is an overview of the transaction fees associated with: Online payment portal deals by client: 2.99% Transactions manually entered through app or internet browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% permits you to develop reports that analyze your business’ performance information. In general, is a reasonably priced field service management option perfect for SMBs. Capterra Housecall Pro.
I understand there is a window of time as much as 4 hours, but it would be nice to let a customer understand they are scheduled for a day without providing a time. I also don’t see consultation pointers for “huge jobs” that are set for all the time and are potentially scheduled up to six months ahead. Need to be Set up, a one week pointer and a one day tip at a minimum
If your organization has less than 10 staff member, need to make your shortlist of software application you need to examine. If you wish to compare with a comparable option, take a look at our jobber videos If your organization has more than 10 team members, you ought to consider examining more robust options, like ServiceTitan