Housecall Pro reviews

I appreciate the customer support team, always ready to improve. The pro vote feature is ingenious, I have seen several of my personal pro-votes come to fruition.

The name. When interacting with clients the name "HouseCall pro" is limiting this amazing product to residential service calls, when in fact it is so much more. I had to modify a few internal processes, but I've managed 2 and 3 month projects from 1 invoice allowing Change Orders to bill out as segments. the name should be revised, considering something more wild. Service Titan had the right idea on the wrong product.

I love the fact that it os super easy to use and its a efficient software

Nothing that i can think of except i wish it was less expensive

Its okay, but definately not great. They spend alot of time upgrading features that have little use, meanwhile leaving important features with critical issues unresolved. (like automatic late fees, and changing customers name in invoice if you accidentally have the wrong one in field).

CUSTOMER SERVICE!!!!!! Absolutely the worst! If you like to hire companies that will treat you like a human being this isnt it. We had to close our bank account after being hacked, and open another one for our protection. (According to the bank). I realized I had no number for housecall pro and could not call them. I could not update my account, resulting in loss of customers since they would not be able to pay by credit card since we couldnt easily manage connecting our new account. The lady who called was unbelieveably rude! when I told her that I lost customers because we couldnt bill them because of their system issues, she said "well thats your perception"....ummmm,,, no, reality. And she was obviously 20 with a righteous attitude who feels that she is above all else. Just disgusting attitude. It made me realize that I could not believe I have paid and supported this company who fails to properly train employees in customer service.

Price list flexibility, automated emails, estimate approvals and invoicing, and dispatching to make sure everyone's on the same page.

The automated emails should absolutely be tied to job tags, but because they're tied to customer tags, we have to add and remove them vigilantly if we have repeat customers with multiple properties or different service needs.

I wish the estimate approval process was more of an eSignature process as opposed to any party just clicking a button.

Invoicing is a breeze. It takes a while to get set up with all your materials and services, but after that it's just a click and a quantity. DONE

One thing I have failed to figure out how to do is change a invoice to another customer without redoing the whole thing.

This program keeps us organized and on track while allowing easy communication and scheduling for our customers. Highly recommend!

It would be convenient to add the option to automatically add a percentage for credit card processing fees.

It is a labor solution to carry out professional procedures without having to assign a human professional to carry out the functions manually, it is the type of tool that digitally is an aid to complete tasks or even to carry out negotiations if necessary thanks to the robotic intelligence

I have no problems with the tool, its functions are easy to implement and understand, primarily for companies that still do not know how to use this type of system

The product is self explanatory, its easy, simple and really intuitive! It makes training others on use very easy! We love that we are able to schedule, handle work orders, bill and collect all from our app!

The invoice look need to be more customizable.

Our technicians are able to clearly see where they need to go and get information about the job before they even arrive. We are also able to convey things from dispatch that empower the technicians before they even get in the homeowner's driveway. The ease of invoicing and creating a price book has increased our profitability. We have found customers are paying much quicker when we send the invoices out immediately upon job completion.

There aren't many cons. I do wish there was a better integration for service agreements. Industry standard agreements are annual and offer a discount on services for the duration of the service year. If there was a way to have that all integrated and automated it would be nice.

-Scheduling
-Customer support
-Price Book (You can set your on prices and description to pop up every time the service needs to be added to an estimate.)
-Reports!

-Customer follow up is hard
-No follow up notes section
-Contractors can see privet notes when you have to leave notes in an order so someone else can follow up.

The aesthetics of the online log in are great, it is not too overwhelming and easy to navigate. Our office admin team loves being able to log in from anywhere and not have to download a software to access it. We also love the ability to generate reports and export them.

We would like to see a feature to track parts ordered and inventory.

This software is very easy to integrate from previous software or even just from an excel sheet. It has the majority of features we are looking for in an HVAC CSM system, including; dispatch, scheduling, gps tracking, time tracking, reoccurring appts, service plans, etc.

There are only a few features we would love to see added to this software to make it 100% for us, however, none are a breaking point for us to use other software. First, we would love to be able to have inventory tracking. If our techs use a part, it would be nice if it would deduct from an inventory so we can just order what has been used. Instead, we have to do inventory once a week which cuts down on production time. Second, we would love a job routing feature. Currently, we have to look at each appt to see where each tech is scheduled to be, to figure out where to schedule potential clients. It becomes too time consuming for a customer waiting for us to determine where to put them while on the phone, so we end up scheduling and sometimes our guys are making zig zags through town or looping because we service multiple cities.

Had almost all the features of much more expensive products I have used in the past.

Wish it showed side by side pricing of discounts to show savings on a line by line basis, rather than just at the bottom.

The ease of use of this software is by far some of the best and I demoed several before deciding on Housecall Pro. This is our first go at a digital software and they have been excellent to work with in getting us a set up specific to our needs as a company. We like that it encompasses a review component as well as real time data for our office staff to see where our technicians are at on their schedule. The online community Facebook page has been a tremendous help in hearing how other companies are working through issues as business information in general.

There have been times where chatting into the blue bubble yields less than timely feedback for important things we need to get sorted out in the office. The Facebook group is helpful in me searching to find a work around or solution while I wait to hear back from the blue bubble. I understand why there is no direct phone contact for immediate issues, but it would be nice in dire times to be able to immediately get a person on the phone.

Very easy to use, the user interface is clear, has mobile app, has desktop app, the company listens to its users and make updates to the software pretty quick. Has open API to a lot of 3rd party software and is open to having more. work orders are great

Still building new features that are very important to have but not there yet, some important features are there but seems like not a lot of time was put into those features where more time might have been put in other less important features. Reporting does not dig deep enough. service agreements need work

Easy integration, new features being added fairly quickly, love that they work with third party applications that help our business grow and features that benefit our customers such as the Consumer Financing, especially since the COVID hit. Their customer service is great, there is always someone willing to help me when I get in a jam and need help quickly. The software is easy to use and learn. There are features that can be added along the way as your business grows to help the company to continue to grow. I am waiting to see what new features they will add next.

Would like to see more consumer financing options for people with lower credit scores though. I would like to see the ability to add a middle name in the customer information section of the app. I have trouble when I have more than one customer with the same first and last name. Also, there is an issue where you only have the option of homeowner and business, but nothing for tenant. Not to mention that sometimes we have to bill the tenant and the the owner and vise versa. There is also and issue when you send the invoice over to QuickBooks and you have an invoice being sent to the owner but the tenant CST info was used to schedule the estimate and the job, it wants to put the tenants name in the Billing information section of the invoice instead of the sending or jobsite section of the invoice. I have to manually change the information before emailing or printing out the invoice in QuickBooks.

HCP is very easy to use and a very intuitive layout. When we tried ProjX360 and D-Tools SI, there was a HUGE initial setup required and a HUGE learning curve to figure out how to use the programs. Not HCP. Easy to use from Day 1 and it's quick and easy for new employees to learn.
One of the best things is the customer service. It's top notch. They always solve the problem, even if they have to go research and get back to me the next day (and they actually DO get back to me). They also make it easy to contact them with a button on the bottom right of the screen. Other softwares I have to scour the internet trying to find out how to contact customer service.

Would like to see more integrations and there are little things I would change here and there, but I know that's hard to do since the software covers so many different industries. A better way to pull reports would be especially good.

1. Automated text within the app.
2. Start and finish times within the app.
3. Seems like there is always something new to learn and include in to your system. Excited to implement the new apps and features in the future.
4. Responses from the customer service chat are excellent and helpful.
5. Review toggle.
6. Pro Talks and take a lot of time to help make our business successful.
7. I like that every step or change that you make to accounts is documented.
8. The app dashboard snap shot of things happening or that has happened is great.

1. The way the notification stays active when a customer sends you a video message.
2. Sometimes the customers address when clicked within the app does not load properly on the maps you have chosen. Seems to work intermittently.
3. When texting a customer using the HCP provided number within the app and you click outside of the message box it does not allow you to come back in and click and move around the message box. Some instances if you wait to long the message disappears. We have gone to texting ourselves and then copying and pasting.
4. It would be helpful to have a reminder on the dashboard to snail mail invoices when a client doesn't have an email.
5. You cannot copy and paste from a text messaging portion within the app. i.e. Follow up to a previous text.
6. In order to search a phone number or customer on the desktop browser, I have to click within the customer tab. Wish there was a search bar within each tab on the dashboard.
7. Wish there was a way to toggle the reviews within the app with administrator access not tech access. Sometimes when turning on and off the reviews on your smart phone it opens the app automatically when safari is clicked unless you delete the cookies.
8. A follow up button with an automated email in a customers account, on the estimate page would be helpful, showing the follow up date and time and maybe does not allow you after so many attempts.

Having the ability to track time, movement, KPI's, reviews, payments, scheduling etc is so powerful!

There are some things that yhe other juggernauts in the industry have that this software doesn't but I am confident they will get there, and I'm happy to have gotten in at basicalky the ground floor.

This software brings our entire company together. It helps us with all the scheduling needs that we have, and definitely helps keep all of your information together in one spot. You can also access this from your mobile devices too which is huge! We wouldn't be where we are today in our company if it wasn't for Housecall Pro.

There are a few features missing, that could make some delegations a little easier, but after while, when they hear from a bunch of people that they want this option added, they will add and integrate it to the software.

The best thing about this program is the simplicity. It takes no time to figure out how to learn something new with this program. The customer support is great to work with and can figure most things out rather quickly. It's is so nice having such a great program with all the essentials built in one.

There isn't much to not like. The program is always updating features. They always takes suggestions, which is nice. If you'd like to see something, it's usually there within a few months.

New employees catch on very quickly! They like how user friendly it is for anyone and everyone who may not be technologically savvy!

Our customers also enjoy the ease of paying their bills, seeing that we are on our way and even our progress along the way.

We have been able to gain steady reviews after every completed job!

I would like to see more selections for pulling data and generating sales, total sales, estimated sales for each month, maybe a comparison graph of where you are now from last year or last month?

The graphs and data I can pull now is good, however, it would be even better to be able to gather more since this is all that I use for the business.

The other part would be, maybe making it less complicating? For example, if I want to compare anything of sales in the business right now (we detail and pressure wash) I was told I would need to gi back and make sure each job had a job tag, and then make sure I could identify it by one other thing that I can’t remember (I apologize).
On the spot entering in all the customers information, there are times job tags are forgotten, however, now I try not to forget them ever.

Overall, having a graph that could pull data without having to tag this and add that would allow me less time spending on that and more time on other business items that I can never seem to get much time for at all.

Obviously, as said by others it allows you to free up time in office. You can easily write up an invoice from anywhere you have cell service.
There is an ease of use factor and when you email invoice there is a pre-written message.

.....So with that massage your customer know knows who housecallpro.com is because they let the customer know it is from HOUSECALLPRO not you.
There is no offline work-ability. so you have to take payment and bill later sometimes.
when you write the invoice later the calendar, check in, and check out button consistently pushes the current time. even after you set it; for, if you need to edit it goes back to default upon doing so.

If you take payment after the job and then require a signature well not on this invoice. only on the estimate and only in a smart device app. I use a desktop with cell service.

Customer support is only through chat message

If you want any additional features you have to pay more.

And now, my accountant is asking for separation of materials and labor on the exported exel file; "oops....no can do," says HCP.

My most favorite part of this software is the people that back it up. Software is software, it's the people who make the difference.
All of the Housecall Pro teams are some of the most amazing people in this world.
The software is very user friendly with many features being created to meet the demands and needs of the trades that use. The continuous upgrades to the platform, features and 3rd party extensions that make the user experience more customizable for the intended users.
Always pushing the boundaries of excellence.

The accounting side of things for the money transmitted to the bank. Sometimes there are glitches that cause problems within the money deposited transmissions and the tax rate causes errors that are not always an easy fix. The work around to fix the errors caused more work for me by having to go into my quickbooks to change a tax rate then reinstate it to the original rate. Oye' vei ?

Scheduling jobs. But there are several problems with scheduling jobs that I mention later in this review please pay attention it could help your business a great deal I know from experience in the past dealing with other marketing companies such as Angie's List what they have done wrong the information provided here is priceless I have a degree in marketing please listen to what I have to say I think you all have great positive attitude and I really appreciate who you are but I really believe there's some issues that you need to fix at a low cost compared to the amount of money that house call Pro will lose in the future please consider everything in this review that I have to say and I promise you will be number one in this industry because already you show that you care by having the pros the people that really take this seriously go to your company meetings that is very intelligent but please read what I have to say here thank you!

I think this app needs some work for example existing customers is almost impossible to locate but you know they're in the Rolodex for one house called does have it right by showing that it's a previous customer but how do you look that person up in the Rolodex it's virtually impossible I get lucky every now and then but I've given up. The other problem is I paid $50 for a credit cards swiping product but it doesn't work and I don't quite get the text messages but if house call Pro had a live person I could figure out a lot more but it doesn't seem to exist I was at one time in contact with an [SENSITIVE CONTENT HIDDEN] and then they drop the ball I have nobody to talk to and another thing is when you do talk to people you should make it to where you are automatically emailed for a customer a representative review so then your representatives do a better job and try their best for example Angie's List represented always had a chip on their shoulders even though they were review company they never reviewed themselves I've watched them go from nine hundred million dollars almost a billion dollars down to five hundred million dollars and sold out with a Icee at 550 million dollars all because nobody would listen to their business partner Scott Watkins. I have a lot of entrepreneurial ideas and place I am soon retiring from carpet cleaning and I will be a multi-millionaire it would be in the best of of interest of house call Pro to listen to my advice I have a degree in marketing.