Housecall Pro Power User – Home Service Proffessionals

Are you looking for Housecall Pro Power User?…Used by over 17,000 service organizations, in a vast array industries consisting of HVAC, plumbing, and cleaning. Is it right for you? We are going to cover the most essential things you need to consider before making your purchase, including cons and pros, prices, and functions. If you’re currently a consumer, inform us what you consider this option in the comments below. And if you’re brand-new here, hit the like and subscribe button to be informed of our future item evaluations.

So let’s start. is a field service management option perfect for small to medium size businesses. It is competitively priced to services with similar functionality it Consists of tools that assist companies handle a high volume of recurring tasks And it consists of numerous nice-to-have functions: a site builder and email & postcard marketing tools. Does not provide automatic quote follow-ups, an online consumer website, or an open API.

It is a competitive-priced product that uses a suite of features that are adequate for lots of small businesses. If your service organization has more than 10 team members, and you are prepared to invest in a more advanced option, we recommend ServiceTitan is a membership based service that costs $49 to $199 per month when billed each year.

Each plan limits the number of users you can include per account, and adding additional users costs a regular monthly cost of $30 per user. It is arranged into modules that showcase different reports and help keep crucial items like, open invoices and upcoming tasks, top of mind. This option provides 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 assisted us take our company to the next level and makes dispatching, approximating, and bookkeeping a lot easier. I’ve utilized other competitive items in the past, however absolutely nothing has come close to the functions of HousecallPro.

Pros
Catalog versatility, automated e-mails, estimate approvals and invoicing, and dispatching to make certain everyone’s on the same page.

Cons
The automated emails should definitely be connected to task tags, however because they’re tied to customer tags, we have to include and remove them vigilantly if we have repeat clients with numerous homes or various service requirements.

I wish the price quote approval procedure was more of an eSignature procedure rather than any celebration simply clicking a button.

Clients will pick a service, pick a favored time, and enter their contact info. When the client completes the form, will instantly inform you of the incoming job request. assists you develop, send, and track job price quotes. You can add line items for products & services, and attach relevant files. You can send quotes to your consumers by text or email. The message includes a link where your client can examine the quote, and decline the service or accept. helps you handle customer relationships. You can produce a profile for each customer, and store details like their telephone number, e-mail address, and place.

You can also track the status of quotes and tasks, and view their billing history includes search and filtering tools to assist you sort and locate customers efficiently. You can include tags to your customers to help organize your customer list. permits workplace personnel to effectively arrange jobs and dispatch staff member. You can utilize its drag and drop calendar to assign staff member to an offered job, and set arrival windows. Likewise, you can easily establish recurring job schedules. Housecall Pro consists of a map view with GPS tracking, so your workplace personnel always understands where your field specialists are located. This enables your office create the most effective routes.

Last year we were able to add 1 additional employee for simply a set cost per employee which was really affordable. WHen that employee stopped we were back down to 5 … so were uninformed that in June 2022 they made this modification cleaning out the ability to include an incremental employee without having to leap to the next tier. The entire point of this software application is assisting you to grow your business – however apparently as quickly as you do grow kid do they punish you for it!

Additionally their search function for the “pricebook” leaves a lot to be preferred. If you type 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.

The mobile app is the primary way that field specialists communicate with the platform. Field specialists can utilize the mobile app to: access consumer and job details, collect payments, create invoices and quotes, acquire signatures assists you send out invoices to your customers, and collect online payments. This is how a billing will appear in your client’s inbox.

Invoices include a link to an online payment portal. Here is a summary of the deal fees associated with: Online payment portal transactions by customer: 2.99% Transactions by hand went into through app or web browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% enables you to create reports that analyze your company’ performance data. Overall, is a fairly priced field service management service ideal for SMBs. Housecall Pro Power User.

Housecall Pro Power User

I know there is a window of time as much as 4 hours, but it would be nice to let a client understand they are set up for a day without providing a time. I likewise do not see appointment tips for “big tasks” that are set for all the time and are potentially scheduled approximately six months ahead. Must be Scheduled, a one week suggestion and a one day reminder at a minimum

Need to make your shortlist of software you should assess if your service has less than 10 team members. If you wish to compare with a similar solution, take a look at our jobber videos If your organization has more than 10 team members, you ought to think about evaluating more robust options, like ServiceTitan