Housecall Pro Thoma Bravo – Home Service Proffessionals

Are you looking for Housecall Pro Thoma Bravo?…Used by over 17,000 service organizations, in a vast array industries including HVAC, plumbing, and cleansing. Is it right for you? We are going to cover the most crucial things you ought to think about prior to making your purchase, including pros and cons, pricing, and functions. Tell us what you think of this solution in the comments listed 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 reviews.

Let’s get started. is a field service management service suitable for small to medium size organizations. It is competitively priced to services with comparable performance it Includes tools that help companies manage a high volume of recurring tasks And it includes numerous nice-to-have functions: a website home builder and email & postcard marketing tools. However, does not offer automatic quote follow-ups, an online customer portal, or an open API.

Overall, we advise that a lot of SMBs need to think about examining. It is a competitive-priced item that provides a suite of features that are sufficient for lots of small businesses. We recommend Jobber if you want to evaluate a service similar to. If your service business has more than 10 team members, and you want to invest in a more advanced service, we recommend ServiceTitan is a subscription based service that costs $49 to $199 each month when billed every year. And $65 to $229 monthly when billed monthly.

Each plan restricts the number of users you can include per account, and including extra users costs a regular monthly charge of $30 per user. It is organized into modules that display various reports and assist keep crucial items like, open billings and upcoming tasks, top of mind. This solution uses a “book now” button you can put on your business website or social media channels Clicking the button will send out the customer to an online reservation type.

HousecallPro has actually helped us take our organization to the next level and makes dispatching, approximating, and bookkeeping a lot easier. I have actually used other competitive products in the past, however absolutely nothing has come close to the features of HousecallPro.

Pros
Catalog versatility, automated emails, quote approvals and invoicing, and dispatching to make certain everyone’s on the exact same page.

Cons
The automated emails should absolutely be tied to task tags, but since they’re connected to customer tags, we need to include and remove them vigilantly if we have repeat customers with multiple homes or different service needs.

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

Clients will select a service, pick a preferred time, and enter their contact information. When the client finishes the type, will automatically signal you of the inbound task demand. helps you develop, send, and track job price quotes. You can include line items for services & materials, and connect relevant files. You can send out quotes to your customers by text or email. The message includes a link where your customer can review the quote, and decline the service or accept. helps you handle customer relationships. You can develop a profile for each customer, and store details like their telephone number, e-mail address, and area.

You can likewise track the status of price quotes and tasks, and see their invoice history includes search and filtering tools to help you sort and find customers effectively. You can add tags to your clients to assist arrange your client list. Housecall Pro includes a map view with GPS tracking, so your workplace personnel always knows where your field technicians are located.

If you grow from 5 to 6 workers look out – its time to transfer to another software company in my viewpoint. The rates strategy permits approximately 5 employees for 1 set rate. Bear in mind one of those 5 workers is your office personnel so you truly just get 4 field techs. If you include the sixth worker your HCP month-to-month price 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 price of their high tier plan – this is so ill-conceived! Last year we had the ability to add 1 additional employee for simply a set cost per employee which was really reasonable. WHen that employee quit we were back down to 5 … so were unaware that in June 2022 they made this modification eliminating the capability to add an incremental worker without needing to jump to the next tier. I am gobsmacked by how wrong of move this was on their part. The whole point of this software application is assisting you to grow your service – however apparently as soon as you do grow young boy do they punish you for it!

In addition their search function for the “pricebook” leaves a lot to be desired. 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 technicians connect with the platform. Field service technicians can utilize the mobile app to: gain access to client and task details, gather payments, create quotes and invoices, acquire signatures helps you send out invoices to your clients, 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 transaction costs associated with: Online payment portal transactions by customer: 2.99% Deals manually entered through app or browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% allows you to create reports that examine your business’ performance information. In general, is a reasonably priced field service management option perfect for SMBs. Housecall Pro Thoma Bravo.

Housecall Pro Thoma Bravo

I know there is a window of time approximately 4 hours, however it would be nice to let a client understand they are arranged for a day without giving them a time. I also do not see appointment reminders for “big tasks” that are set for all day and are possibly arranged approximately six months ahead. Must be Scheduled, a one week reminder and a one day pointer at a minimum

If your business has less than 10 employee, need to make your shortlist of software application you must assess. If you want to compare to a similar solution, check out our jobber videos If your business has more than 10 team members, you need to think about assessing more robust solutions, like ServiceTitan