Housecall Pro Help Center – Home Service Proffessionals

Are you looking for Housecall Pro Help Center?…Used by over 17,000 service companies, in a large range markets including heating and cooling, pipes, and cleaning. Is it right for you? We are going to cover the most essential things you need to think about before making your purchase, including cons and pros, rates, and functions. If you’re already a customer, tell us what you think of this service in the remarks below. And if you’re brand-new here, hit the like and subscribe button to be informed of our future product evaluations.

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

Overall, we advise that most SMBs must think about evaluating. It is a competitive-priced product that uses a suite of functions that suffice for many small companies. We suggest Jobber if you desire to evaluate a service similar to. If your service company has more than 10 staff member, and you want to invest in a more advanced solution, we advise ServiceTitan is a subscription based service that costs $49 to $199 per month when billed each year. And $65 to $229 per month when billed monthly.

Each plan limits the number of users you can add per account, and adding additional users costs a monthly cost of $30 per user. also uses an enterprise level XL plan with custom-made prices. consist of features that automate typical jobs and enhance field operations. When you first log into, you will be directed to the control panel. It is organized into modules that showcase different reports and help keep important products like, open billings and upcoming jobs, top of mind. assists you book more tasks by enabling consumers to request services online. This option offers a “book now” button you can place on your business website or social networks channels Clicking the button will send the customer to an online reservation type.

HousecallPro has helped us take our organization to the next level and makes dispatching, approximating, and bookkeeping a lot easier. I’ve used other competitive items in the past, but absolutely 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 everybody’s on the same page.

Cons
The automated e-mails must absolutely be tied to task tags, however due to the fact that they’re connected to consumer tags, we need to include and eliminate them vigilantly if we have repeat clients with multiple residential or commercial properties or various service needs.

I want the estimate approval process was more of an eSignature process instead of any party just clicking a button.

You can add line products for materials & services, and attach appropriate files. You can send out quotes to your customers by text or email. The message includes a link where your customer can review the quote, and decline the service or accept.

You can also track the status of jobs and quotes, and view their billing history includes search and filtering tools to assist you sort and locate clients effectively. You can include tags to your clients to assist arrange your customer list. Housecall Pro consists of a map view with GPS tracking, so your workplace staff constantly knows where your field service technicians are situated.

Last year we were able to include 1 extra staff member for simply a set cost per worker which was very reasonable. WHen that worker stopped we were back down to 5 … so were uninformed that in June 2022 they made this change wiping out the capability to add an incremental staff member without having to leap to the next tier. The entire point of this software is helping you to grow your company – but obviously as quickly as you do grow kid do they penalize you for it!

In addition their search function for the “pricebook” leaves a lot to be desired. If you key in a keyword like “flange” and you have several products with that keyword in the description you anticipate all of the products with that keyword to appear. It doesn’t. Only some do.

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

Billings consist of a link to an online payment website. Here is an introduction of the transaction fees associated with: Online payment portal deals by client: 2.99% Transactions by hand got in through app or browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% enables you to develop reports that evaluate your company’ efficiency information. In general, is a fairly priced field service management solution perfect for SMBs. Housecall Pro Help Center.

Housecall Pro Help Center

I understand there is a window of time approximately 4 hours, however it would be nice to let a client understand they are scheduled for a day without giving them a time. I likewise don’t see appointment suggestions for “huge jobs” that are set for all the time and are potentially scheduled up to 6 months ahead. Ought to be Set up, a one week pointer and a one day suggestion at a minimum

Ought to make your shortlist of software you must assess if your service has less than 10 team members. If you want to compare with a similar solution, take a look at our jobber videos If your organization has more than 10 staff member, you need to consider assessing more robust options, like ServiceTitan