Housecall Pro Toolbox – Home Service Proffessionals

Are you looking for Housecall Pro Toolbox?…Utilized by over 17,000 service businesses, in a vast array markets including HVAC, pipes, and cleaning. Is it right for you? We are going to cover the most essential things you should consider before making your purchase, consisting of benefits and drawbacks, pricing, and features. If you’re currently a customer, tell us what you consider this solution in the comments listed below. And if you’re new here, struck the like and subscribe button to be informed of our future product reviews.

Let’s get started. is a field service management service perfect for little to medium size services. It is competitively priced to services with similar performance it Consists of tools that help companies manage a high volume of repeating tasks And it includes numerous nice-to-have functions: a site contractor and email & postcard marketing tools. Does not provide automatic quote follow-ups, an online customer website, or an open API.

In general, we advise that the majority of SMBs need to consider evaluating. It is a competitive-priced item that provides a suite of functions that suffice for numerous small companies. If you wish to test a solution similar to, we recommend Jobber. If your service company has more than 10 team members, and you are willing to buy a more advanced solution, we recommend ServiceTitan is a membership based service that costs $49 to $199 each month when billed annually. And $65 to $229 monthly when billed monthly.

Each plan restricts the number of users you can add per account, and adding additional users costs a regular monthly fee of $30 per user. Uses a business level XL plan with custom-made prices. consist of features that automate typical jobs and optimize field operations. When you initially log into, you will be directed to the control panel. It is arranged into modules that display different reports and help keep important items like, open invoices and upcoming jobs, top of mind. helps you book more jobs by allowing clients to request services online. This service offers a “book now” button you can place on your company website or social media channels Clicking the button will send the client to an online reservation kind.

HousecallPro has assisted us take our service to the next level and makes dispatching, estimating, and accounting much easier. I have actually used other competitive products in the past, but nothing has actually come close to the functions of HousecallPro.

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

Cons
The automated emails need to definitely be connected to task tags, but due to the fact that they’re connected to consumer tags, we need to add and eliminate them vigilantly if we have repeat customers with numerous homes or different service needs.

I want the estimate approval procedure was more of an eSignature procedure as opposed to any party simply clicking a button.

Customers will choose a service, choose a favored time, and enter their contact info. When the client finishes the form, will immediately inform you of the incoming task request. helps you create, send out, and track job quotes. You can include line products for services & materials, and connect appropriate files. You can send quotes to your consumers by text or e-mail. The message includes a link where your consumer can review the quote, and accept or decline the service. helps you manage customer relationships. You can develop a profile for each customer, and shop information like their contact number, email address, and location.

You can also track the status of jobs and price quotes, and view their invoice history consists of search and filtering tools to help you sort and find clients efficiently. Likewise, you can include tags to your customers to assist organize your client list. allows workplace personnel to effectively dispatch and arrange tasks team members. You can use its drag and drop calendar to designate staff member to an offered task, and set arrival windows. You can easily set up repeating job schedules. Housecall Pro consists of a map view with GPS tracking, so your office staff constantly knows where your field service technicians are located. This permits your office create the most efficient routes.

If you grow from 5 to 6 workers look out – its time to transfer to another software application company in my viewpoint. The rates strategy permits as much as 5 staff members for 1 set price. Keep in mind among those 5 employees is your office staff so you actually just get 4 field techs. If you add the sixth worker your HCP regular monthly price more than doubles the entire cost of the plan. There is now no longer a method to add 1 staff member to their mid-tier plan – you need to move to the high tier plan. You can purchase 2 of the mid tier prepare for less than the price of their high tier plan – this is so ill-conceived! In 2015 we were able to add 1 extra staff member for simply a set charge per employee which was very reasonable. WHen that staff member quit we were pull back to 5 … so were uninformed that in June 2022 they made this change wiping out the capability to include an incremental employee without having to jump to the next tier. I am gobsmacked by how incorrect 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 kid do they penalize you for it!

Additionally their search function for the “pricebook” leaves a lot to be preferred. If you enter a keyword like “flange” and you have several products with that keyword in the description you expect all of the items with that keyword to appear. It doesn’t. Just some do.

The mobile app is the main way that field professionals interact with the platform. Field specialists can utilize the mobile app to: access client and job details, gather payments, develop billings and quotes, obtain signatures helps you send invoices to your customers, and gather online payments. This is how a billing will appear in your client’s inbox.

Invoices include a link to an online payment website. Here is an overview of the deal charges associated with: Online payment portal transactions by client: 2.99% Deals manually went into through app or internet browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% permits you to create reports that analyze your business’ performance data. Overall, is a reasonably priced field service management solution suitable for SMBs. Housecall Pro Toolbox.

Housecall Pro Toolbox

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 likewise don’t see appointment tips for “big jobs” that are set for all the time and are potentially scheduled up to 6 months ahead. Need to be Set up, a one week tip and a one day suggestion at a minimum

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