Cfo Housecall Pro – Home Service Proffessionals

Are you looking for Cfo Housecall Pro?…Used by over 17,000 service organizations, in a large variety markets including A/c, pipes, and cleaning. If you’re currently a customer, inform us what you think of this service in the comments listed below.

Let’s get started. is a field service management solution perfect for small to medium size services. It is competitively priced to services with similar functionality it Includes tools that help organizations handle a high volume of repeating tasks And it consists of numerous nice-to-have functions: a website contractor and email & postcard marketing tools. Does not use automatic quote follow-ups, an online customer website, or an open API.

It is a competitive-priced product that uses a suite of functions that are adequate for many little businesses. If your service organization has more than 10 team members, and you are prepared to invest in a more advanced option, we suggest ServiceTitan is a subscription based service that costs $49 to $199 per month when billed yearly.

Each plan limits the number of users you can add per account, and including extra users costs a month-to-month charge of $30 per user. It is organized into modules that display various reports and assist keep essential items like, open billings and upcoming jobs, top of mind. This service uses a “book now” button you can place on your company site or social media channels Clicking the button will send out the customer to an online reservation kind.

HousecallPro has actually helped us take our company to the next level and makes dispatching, approximating, and bookkeeping a lot easier. I’ve used other competitive items in the past, but nothing has actually come close to the functions of HousecallPro.

Pros
Price list flexibility, automated emails, price quote approvals and invoicing, and dispatching to make sure everybody’s on the same page.

Cons
The automated emails need to definitely be tied to task tags, but due to the fact that they’re connected to client tags, we need to add and eliminate them vigilantly if we have repeat consumers with several properties or different service needs.

I want the estimate approval procedure was more of an eSignature process instead of any celebration simply clicking a button.

Customers will choose a service, pick a favored time, and enter their contact information. When the client finishes the kind, will instantly inform you of the incoming task request. helps you create, send out, and track task price quotes. You can add line products for services & materials, and connect relevant files. You can send quotes to your clients by text or e-mail. The message consists of a link where your client can evaluate the quote, and accept or decrease the service. helps you manage customer relationships. You can produce a profile for each customer, and shop information like their phone number, email address, and place.

You can also track the status of estimates and tasks, and see their billing history consists of search and filtering tools to help you sort and locate clients efficiently. You can add tags to your clients to assist organize your client list. enables workplace staff to efficiently dispatch and arrange tasks employee. You can use its drag and drop calendar to designate staff member 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 staff constantly knows where your field technicians are located. This allows your workplace create the most efficient paths.

If you grow from 5 to 6 employees look out – its time to transfer to another software company in my viewpoint. The rates strategy allows up to 5 employees for 1 set rate. Keep in mind one of those 5 staff members is your office staff so you actually just get 4 field techs. If you add the sixth worker your HCP month-to-month rate more than doubles the entire cost of the plan. There is now no longer a way to include 1 worker to their mid-tier strategy – you need to transfer to the high tier strategy. You can purchase 2 of the mid tier plans for less than the cost of their high tier strategy – this is just so ill-conceived! In 2015 we had the ability to add 1 extra staff member for simply a set charge per employee which was extremely reasonable. WHen that worker stopped we were pull back to 5 … so were unaware that in June 2022 they made this modification eliminating the capability to include an incremental staff member without having to jump to the next tier. I am gobsmacked by how wrong of move this was on their part. The entire point of this software application is helping you to grow your company – however obviously as quickly as you do grow young boy do they penalize you for it!

Furthermore their search function for the “pricebook” leaves a lot to be wanted. If you type in a keyword like “flange” and you have multiple items with that keyword in the description you anticipate all of the products with that keyword to appear.

The mobile app is the primary manner in which field professionals communicate with the platform. Field service technicians can use the mobile app to: access consumer and task information, gather payments, create quotes and billings, get signatures assists you send invoices to your clients, and collect online payments. This is how an invoice will appear in your customer’s inbox.

Invoices include a link to an online payment website. Here is a summary of the transaction charges associated with: Online payment portal transactions by client: 2.99% Deals manually got in through app or browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% enables you to create reports that evaluate your service’ efficiency information. In general, is a fairly priced field service management option perfect for SMBs. Cfo Housecall Pro.

Cfo Housecall Pro

I understand there is a window of time as much as 4 hours, but it would be nice to let a client know they are arranged for a day without giving them a time. I also don’t see consultation pointers for “big jobs” that are set for all day and are potentially scheduled up to six months ahead. Must be Scheduled, a one week reminder and a one day pointer at a minimum

Need to make your shortlist of software application you need to assess if your business has less than 10 group members. If you wish to compare with a comparable solution, take a look at our jobber videos If your business has more than 10 team members, you ought to consider evaluating more robust options, like ServiceTitan