Housecall Pro Consultant – Home Service Proffessionals

Are you looking for Housecall Pro Consultant?…Utilized by over 17,000 service companies, in a vast array industries including heating and cooling, pipes, and cleaning. Is it right for you? We are going to cover the most important things you should think about before making your purchase, including benefits and drawbacks, rates, and features. Tell us what you believe of this solution in the comments listed below if you’re already a customer. And if you’re brand-new here, struck the like and subscribe button to be notified of our future item reviews.

It is competitively priced to services with comparable functionality it Includes tools that help services manage a high volume of recurring jobs And it includes a number of nice-to-have functions: a site builder and e-mail & postcard marketing tools. Does not offer automatic quote follow-ups, an online customer portal, or an open API.

It is a competitive-priced item that uses a suite of features that are adequate for many small organizations. If your service organization has more than 10 group members, and you are willing to invest in a more sophisticated service, we advise ServiceTitan is a subscription based service that costs $49 to $199 per month when billed every year.

Each strategy limits the number of users you can include per account, and adding extra users costs a month-to-month fee of $30 per user. It is organized into modules that display different reports and assist keep essential items like, open billings and upcoming jobs, top of mind. This service provides a “book now” button you can put on your business website or social media channels Clicking the button will send the client to an online booking type.

HousecallPro has helped us take our company to the next level and makes dispatching, estimating, and bookkeeping a lot easier. I have actually utilized other competitive products in the past, but nothing has come close to the features of HousecallPro.

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

Cons
The automated e-mails should absolutely be connected to job tags, however since they’re connected to consumer tags, we have to add and eliminate them vigilantly if we have repeat clients with several homes or various service needs.

I wish the quote approval process was more of an eSignature procedure instead of any party just clicking a button.

Customers will pick a service, pick a favored time, and enter their contact information. When the customer finishes the form, will immediately inform you of the incoming job request. assists you create, send, and track task quotes. You can include line items for products & services, and attach pertinent files. You can send quotes to your consumers by text or email. The message consists of a link where your consumer can review the quote, and accept or decrease the service. assists you manage client relationships. You can create a profile for each client, and store info like their contact number, e-mail address, and location.

You can also track the status of tasks and quotes, and view their invoice history consists of search and filtering tools to help you sort and locate customers efficiently. You can add tags to your clients to assist arrange your customer list. Housecall Pro includes a map view with GPS tracking, so your office staff always knows where your field technicians are situated.

If you grow from 5 to 6 workers look out – its time to move to another software company in my opinion. The prices plan allows approximately 5 workers for 1 set cost. Bear in mind among those 5 workers is your office personnel so you actually only get 4 field techs. If you include the 6th staff member your HCP regular monthly cost more than doubles the whole expense of the plan. There is now no longer a method to add 1 worker to their mid-tier strategy – you have to move to the high tier strategy. You can acquire 2 of the mid tier plans for less than the price of their high tier strategy – this is just so ill-conceived! Last year we were able to add 1 extra employee for just a set cost per worker which was really affordable. WHen that employee quit we were back down to 5 … so were uninformed that in June 2022 they made this modification eliminating the ability to add an incremental worker without having to jump to the next tier. I am gobsmacked by how wrong of relocation this was on their part. The entire point of this software is helping you to grow your business – however apparently as soon as you do grow kid do they punish you for it!

Additionally their search function for the “pricebook” leaves a lot to be wanted. If you key in a keyword like “flange” and you have numerous items with that keyword in the description you expect all of the items with that keyword to appear. It does not. Only some do.

The mobile app is the main manner in which field technicians interact with the platform. Field specialists can use the mobile app to: gain access to client and task info, collect payments, develop quotes and invoices, acquire signatures assists you send out billings to your customers, and collect online payments. This is how a billing will appear in your customer’s inbox.

Billings include a link to an online payment portal. Here is an overview 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 transactions: 2.59% Bank transfer (ACH): 1% enables you to develop reports that examine your organization’ efficiency information. In general, is a reasonably priced field service management solution perfect for SMBs. Housecall Pro Consultant.

Housecall Pro Consultant

I know there is a window of time approximately 4 hours, but it would be nice to let a customer understand they are set up for a day without providing a time. I also do not see appointment suggestions for “big tasks” that are set for throughout the day and are potentially arranged approximately 6 months ahead. Ought to be Arranged, a one week suggestion and a one day pointer at a minimum

Must make your shortlist of software application you ought to evaluate if your service has less than 10 group members. If you wish to compare with a comparable service, have a look at our jobber videos If your business has more than 10 employee, you should consider evaluating more robust solutions, like ServiceTitan