Housecall Pro Pointman – Home Service Proffessionals

Are you looking for Housecall Pro Pointman?…Utilized by over 17,000 service businesses, in a wide range markets consisting of A/c, plumbing, and cleaning. If you’re already a consumer, inform us what you believe of this service in the comments below.

It is competitively priced to services with similar functionality it Includes tools that assist services manage a high volume of recurring jobs And it includes a number of nice-to-have features: a site builder and email & postcard marketing tools. Does not provide automated quote follow-ups, an online customer portal, or an open API.

It is a competitive-priced item that uses a suite of functions that are enough for many little companies. If your service business has more than 10 group members, and you are prepared to invest in a more advanced service, we suggest ServiceTitan is a membership based service that costs $49 to $199 per month when billed each year.

Each strategy limits the variety of users you can include per account, and including extra users costs a monthly charge of $30 per user. likewise offers a business level XL plan with custom pricing. include 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 display various reports and assist keep crucial products like, open billings and upcoming jobs, top of mind. assists you book more tasks by allowing clients to request services online. This option provides a “book now” button you can put on your business site or social media channels Clicking the button will send the client to an online reservation form.

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

Pros
Catalog flexibility, automated e-mails, estimate approvals and invoicing, and dispatching to ensure everyone’s on the exact same page.

Cons
The automated emails should absolutely be connected to job tags, but since they’re tied to customer tags, we have to include and remove them vigilantly if we have repeat consumers with numerous properties or different service needs.

I wish the estimate approval process was more of an eSignature process as opposed to any party simply clicking a button.

Customers will select a service, choose a preferred time, and enter their contact details. When the customer finishes the kind, will immediately notify you of the inbound task request. helps you develop, send out, and track task estimates. You can add line items for services & products, and connect appropriate files. You can send quotes to your clients by text or email. The message consists of a link where your client can examine the quote, and decline the service or accept. helps you handle client relationships. You can create a profile for each customer, and shop details like their telephone number, email address, and area.

You can also track the status of tasks and estimates, and see 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 help organize your client list. Housecall Pro consists of a map view with GPS tracking, so your workplace staff constantly understands where your field service technicians are located.

If you grow from 5 to 6 staff members look out – its time to transfer to another software service provider in my viewpoint. The pricing strategy permits up to 5 employees for 1 set price. Bear in mind one of those 5 employees is your workplace staff so you really just get 4 field techs. If you add the sixth employee your HCP month-to-month cost more than doubles the entire cost of the plan. There is now no longer a way 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 prepare for less than the rate of their high tier plan – this is just so ill-conceived! Last year we had the ability to add 1 extra worker for simply a set charge per worker which was extremely reasonable. WHen that employee quit 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 having to leap to the next tier. I am gobsmacked by how incorrect of move this was on their part. The whole point of this software is assisting you to grow your company – however apparently as soon as you do grow boy 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 several items with that keyword in the description you expect all of the products with that keyword to appear. It does not. Just some do.

The mobile app is the main way that field specialists engage with the platform. Field service technicians can use the mobile app to: access consumer and job details, gather payments, produce billings and quotes, acquire signatures helps you send billings to your customers, and collect online payments. This is how a billing will appear in your customer’s inbox.

Invoices include a link to an online payment portal. Here is an introduction of the deal fees associated with: Online payment portal deals by client: 2.99% Deals manually entered through app or web browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% permits you to develop reports that evaluate your organization’ performance data. Overall, is a fairly priced field service management option perfect for SMBs. Housecall Pro Pointman.

Housecall Pro Pointman

I know there is a window of time up to 4 hours, however it would be nice to let a consumer understand they are arranged for a day without providing a time. I also don’t see appointment reminders for “big jobs” that are set for throughout the day and are potentially scheduled as much as 6 months ahead. Ought to be Set up, a one week pointer and a one day tip at a minimum

Need to make your shortlist of software application you must examine if your organization has less than 10 group members. If you wish to compare to a similar solution, have a look at our jobber videos If your organization has more than 10 staff member, you should consider assessing more robust solutions, like ServiceTitan