Housecall Pro Series G – Home Service Proffessionals

Are you looking for Housecall Pro Series G?…Utilized by over 17,000 service businesses, in a large range industries including HVAC, plumbing, and cleaning. If you’re currently a client, tell us what you think of this solution in the comments listed below.

It is competitively priced to solutions with similar performance it Consists of tools that help businesses handle a high volume of recurring tasks And it consists of a number of nice-to-have features: a site home builder and e-mail & postcard marketing tools. Does not offer automated quote follow-ups, an online client portal, or an open API.

Overall, we advise that many SMBs should think about assessing. It is a competitive-priced item that uses a suite of functions that are sufficient for many small businesses. We advise Jobber if you desire to test a solution similar to. If your service organization has more than 10 employee, and you are willing to invest in a more advanced option, we suggest ServiceTitan is a subscription based service that costs $49 to $199 monthly when billed every year. When billed monthly, and $65 to $229 per month.

Each plan restricts the number of users you can include per account, and including additional users costs a month-to-month charge of $30 per user. It is arranged into modules that showcase various reports and help keep important products like, open billings and upcoming jobs, top of mind. This option offers 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 actually assisted us take our service to the next level and makes dispatching, approximating, and bookkeeping much easier. I’ve utilized other competitive products in the past, however absolutely nothing has actually come close to the functions of HousecallPro.

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

Cons
The automated e-mails should absolutely be connected to job tags, but because they’re connected to client tags, we need to add and remove them vigilantly if we have repeat customers with several homes or various service requirements.

I wish the price quote approval procedure was more of an eSignature process rather than any party just clicking a button.

Clients will select a service, pick a preferred time, and enter their contact information. When the client finishes the form, will immediately notify you of the inbound job request. assists you develop, send, and track task price quotes. You can add line products for services & materials, and attach appropriate files. You can send out quotes to your clients by text or e-mail. The message consists of a link where your consumer can evaluate the quote, and accept or decline the service. helps you manage customer relationships. You can develop a profile for each customer, and shop info like their phone number, email address, and area.

You can likewise track the status of estimates and tasks, and view their invoice history includes search and filtering tools to help you sort and locate customers effectively. You can include tags to your clients to help organize your customer list. Housecall Pro consists of a map view with GPS tracking, so your office staff always understands where your field technicians are situated.

Last year we were able to add 1 additional staff member for simply a set cost per employee which was very affordable. WHen that staff member stopped we were back down to 5 … so were unaware that in June 2022 they made this change cleaning out the capability to include an incremental staff member without having to leap to the next tier. The whole point of this software is helping you to grow your organization – however obviously as soon 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 enter a keyword like “flange” and you have numerous products with that keyword in the description you anticipate all of the products with that keyword to appear. It does not. Only some do.

The mobile app is the main manner in which field specialists engage with the platform. Field technicians can use the mobile app to: gain access to client and job details, gather payments, produce invoices and quotes, obtain signatures assists you send out invoices to your customers, and collect online payments. This is how an invoice will appear in your client’s inbox.

Billings consist of a link to an online payment portal. Here is a summary of the transaction charges associated with: Online payment portal deals by client: 2.99% Deals by hand got in through app or internet browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% enables you to create reports that examine your business’ performance data. Overall, is a reasonably priced field service management solution ideal for SMBs. Housecall Pro Series G.

Housecall Pro Series G

I know there is a window of time approximately 4 hours, however it would be nice to let a consumer understand they are scheduled for a day without giving them a time. I also do not see appointment reminders for “big jobs” that are set for all day and are potentially scheduled as much as 6 months ahead. Need to be Arranged, a one week tip and a one day reminder at a minimum

If your service has less than 10 employee, must make your shortlist of software you ought to examine. If you want to compare to a similar option, have a look at our jobber videos If your organization has more than 10 team members, you ought to think about assessing more robust services, like ServiceTitan