Housecall Pro Pricebook Pro – Home Service Proffessionals

Are you looking for Housecall Pro Pricebook Pro?…Used by over 17,000 service organizations, in a wide variety markets including HVAC, pipes, and cleansing. If you’re already a client, tell us what you believe of this option in the comments listed below.

So let’s start. is a field service management solution ideal for small to medium size organizations. It is competitively priced to solutions with comparable performance it Consists of tools that assist organizations manage a high volume of recurring tasks And it includes a number of nice-to-have functions: a site contractor and email & postcard marketing tools. Does not provide automatic quote follow-ups, an online client website, or an open API.

It is a competitive-priced item that uses a suite of features that are sufficient for numerous little businesses. If your service organization has more than 10 group members, and you are prepared to invest in a more sophisticated option, we advise ServiceTitan is a subscription based service that costs $49 to $199 per month when billed each year.

Each plan restricts the number of users you can add per account, and including additional users costs a month-to-month fee of $30 per user. Offers a business level XL strategy with custom prices. include functions that automate common jobs and optimize field operations. When you initially log into, you will be directed to the dashboard. It is organized into modules that showcase different reports and assist keep crucial items like, open invoices and upcoming jobs, top of mind. helps you book more jobs by enabling clients to request services online. This service offers a “book now” button you can put on your company website or social media channels Clicking the button will send out the client to an online booking type.

HousecallPro has actually assisted us take our business to the next level and makes dispatching, approximating, and bookkeeping much easier. I have actually utilized other competitive items in the past, however nothing has actually come close to the functions of HousecallPro.

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

Cons
The automated e-mails must absolutely be connected to task tags, but since they’re tied to client tags, we have to add and eliminate them vigilantly if we have repeat clients with several homes or different service requirements.

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

Customers will pick a service, pick a favored time, and enter their contact details. When the customer finishes the form, will automatically alert you of the inbound job request. assists you develop, send, and track job estimates. You can add line items for products & services, and attach pertinent files. You can send quotes to your clients by text or email. The message includes a link where your consumer can examine the quote, and accept or decline the service. helps you manage client relationships. You can produce a profile for each customer, and shop info like their contact number, email address, and place.

You can also track the status of jobs and quotes, and view their billing history includes search and filtering tools to help you sort and find clients efficiently. You can add tags to your customers to help arrange your client list. permits office personnel to efficiently schedule jobs and dispatch employee. You can use its drag and drop calendar to appoint staff member to a provided job, and set arrival windows. You can quickly set up recurring task schedules. Housecall Pro includes a map view with GPS tracking, so your workplace staff always knows where your field professionals lie. This allows your workplace produce the most effective routes.

If you grow from 5 to 6 staff members look out – its time to relocate to another software service provider in my opinion. The pricing strategy allows approximately 5 workers for 1 set rate. Remember among those 5 employees is your office staff so you truly only get 4 field techs. , if you include the 6th employee your HCP monthly 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 plan – you need to move 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 were able to include 1 additional staff member for simply a set cost per worker which was extremely affordable. WHen that worker quit we were back down to 5 … so were unaware that in June 2022 they made this modification erasing the ability to include an incremental employee without having to leap to the next tier. I am gobsmacked by how wrong of relocation this was on their part. The whole point of this software is helping you to grow your organization – however apparently as soon as you do grow young boy do they penalize you for it!

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

The mobile app is the main way that field technicians connect with the platform. Field service technicians can use the mobile app to: gain access to consumer and job info, gather payments, produce quotes and billings, acquire signatures assists you send billings to your customers, and gather 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 an introduction of the deal fees associated with: Online payment portal deals by client: 2.99% Deals by hand got in through app or web browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% allows you to develop reports that examine your business’ efficiency information. In general, is a reasonably priced field service management option ideal for SMBs. Housecall Pro Pricebook Pro.

Housecall Pro Pricebook Pro

I know there is a window of time approximately 4 hours, however it would be nice to let a customer understand they are scheduled for a day without providing a time. I also do not see visit suggestions for “huge jobs” that are set for throughout the day and are possibly scheduled approximately six months ahead. Should be Arranged, a one week reminder and a one day suggestion at a minimum

Must make your shortlist of software application you need to assess if your service has less than 10 group members. If you want to compare to a similar option, have a look at our jobber videos If your company has more than 10 team members, you must think about assessing more robust options, like ServiceTitan