Housecall Pro Series F – Home Service Proffessionals

Are you looking for Housecall Pro Series F?…Used by over 17,000 service businesses, in a vast array industries including a/c, pipes, and cleaning. However is it right for you? We are going to cover the most essential things you ought to consider prior to making your purchase, consisting of pros and cons, pricing, and features. Inform us what you believe of this service in the comments below if you’re currently a client. And if you’re brand-new here, struck the like and subscribe button to be informed of our future item evaluations.

So let’s start. is a field service management option ideal for little to medium size organizations. It is competitively priced to options with comparable functionality it Includes tools that help organizations handle a high volume of recurring jobs And it includes several nice-to-have functions: a site contractor and email & postcard marketing tools. Does not provide automatic quote follow-ups, an online customer portal, or an open API.

It is a competitive-priced product that provides a suite of functions that are sufficient for lots of little businesses. If your service business has more than 10 team members, and you are ready to invest in a more advanced option, we recommend ServiceTitan is a subscription based service that costs $49 to $199 per month when billed yearly.

Each strategy restricts the number of users you can include per account, and adding additional users costs a monthly fee of $30 per user. Offers an enterprise level XL plan with customized pricing. include functions that automate typical jobs and optimize field operations. When you initially log into, you will be directed to the control panel. It is organized into modules that display various reports and assist keep important items like, open invoices and upcoming jobs, top of mind. helps you book more tasks by enabling clients to request services online. This solution provides a “book now” button you can put on your business site or social media channels Clicking the button will send the customer to an online booking form.

HousecallPro has helped us take our organization to the next level and makes dispatching, approximating, and accounting much easier. I’ve used other competitive items in the past, but absolutely nothing has come close to the functions of HousecallPro.

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

Cons
The automated e-mails should definitely be tied to job tags, however due to the fact that they’re connected to consumer tags, we have to include and eliminate them vigilantly if we have repeat customers with multiple homes or different service needs.

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

You can include line items for materials & services, and connect pertinent files. You can send out quotes to your clients by text or email. The message consists of a link where your customer can review the quote, and decrease the service or accept.

You can likewise track the status of price quotes and jobs, and see their billing history consists of search and filtering tools to help you sort and find customers effectively. You can include tags to your clients to assist organize your customer list. Housecall Pro includes a map view with GPS tracking, so your workplace personnel constantly knows where your field professionals are located.

If you grow from 5 to 6 staff members beware – its time to relocate to another software application provider in my opinion. The pricing strategy allows approximately 5 staff members for 1 set rate. Bear in mind among those 5 staff members is your workplace staff so you actually only get 4 field techs. If you add the sixth worker your HCP regular monthly cost more than doubles the whole cost of the strategy. There is now no longer a way to add 1 worker to their mid-tier plan – you need to relocate to the high tier plan. You can acquire 2 of the mid tier plans for less than the rate of their high tier plan – this is just so ill-conceived! Last year we had the ability to include 1 extra staff member for just a set charge per worker which was very affordable. WHen that worker quit we were pull back to 5 … so were unaware that in June 2022 they made this modification wiping out the capability to include an incremental worker without having to leap to the next tier. I am gobsmacked by how wrong of relocation this was on their part. The entire point of this software application is helping you to grow your company – however obviously 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 desired. 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 primary way that field service technicians interact with the platform. Field service technicians can use the mobile app to: access consumer and job details, collect payments, create quotes and invoices, obtain signatures helps you send out billings to your clients, 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 introduction of the deal charges associated with: Online payment portal deals by client: 2.99% Transactions manually went into through app or internet browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% permits you to produce reports that examine your company’ performance information. Overall, is a reasonably priced field service management option suitable for SMBs. Housecall Pro Series F.

Housecall Pro Series F

I know there is a window of time as much as 4 hours, but it would be nice to let a customer know they are set up for a day without giving them a time. I likewise don’t see appointment tips for “big jobs” that are set for all day and are potentially scheduled as much as six months ahead. Ought to be Set up, a one week tip and a one day pointer at a minimum

If your service has less than 10 employee, should make your shortlist of software you must assess. If you want to compare to a similar service, check out our jobber videos If your organization has more than 10 team members, you ought to consider examining more robust options, like ServiceTitan