Housecall Pro

Housecall Pro

Field Service Management App

4.7/5 (1918 review)

Housecall Pro - Overzicht

Housecall Pro supports professionals with all aspects of their daily workflow, including: job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. It is also fully integrated with access to the Housecall consumer booking app.

Housecall Pro is a full-service tool that enables service professionals to run their entire business on their smartphone and complimentary web portal. The app is offered at a competitive low cost and supports service professionals with all aspects of their workflow, including: job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. It is also fully integrated with access to the Housecall consumer booking app.

Housecall Pro levels the playing field by arming small businesses with high-tech tools at the most competitive low cost to better compete in the marketplace and is ideal for businesses with 1 to 30 employees. It saves time, money and provides a customer remarketing tool that has strong potential to, on average, double the number of jobs for the service professional. With over 30+ vertical offerings for home service needs, Housecall Pro is the easiest way to take control and organize a business.

This all-in-one tool allows professionals to offer their customers something their competitors are not able to. Housecall Pro allows businesses to move away from pen & paper to digital, streamlining their workflow and operations. Best of all, it's affordable and it even assists in helping small businesses transfer and import their existing client database with ease.

Prijzen

Vanaf
US$ 39,00/maand
Prijsopties
Gratis proefversie
Gratis
Abonnement
Prijs-kwaliteitverhouding

Apparaten

Bedrijfsgrootte

K
M
L

Markten

Canada, Verenigde Staten van Amerika

Ondersteunde talen

Engels

Housecall Pro reviews

Totaalscore
4.7/5
96% positieve reviews
1522
Uitstekend
329
Zeer goed
42
Gemiddeld
17
Slecht
12
Erg slecht
Boo T.
Vertalen met Google

Clients LOVE it!

Dagelijks 1+ jaar lang gebruikt
Beoordeeld op 13-9-2019
Bron van de reviewer: Capterra

I love that it talks to quick books, but sometimes there are glitches that my book keeper can't figure out without an HCP rep. I love how easy it is to use on my phone.

Pluspunten

The feedback I get from clients is that they love the professionalism of the software, the easy ways to communicate, the online booking option, the automated 'on my way' text and paying online. What I like is how easy it is to look at. I know other software have more options, but sometimes less is more. You can get lost in all the functions and it makes it harder to use. I don't need a lot of the other features that other software offers. I need software that is quick and easy to use (and hard to screw up). The way everything is set up makes each page easy to look at, therefore, easy to navigate and use.

Minpunten

I don't like that I can't call someone to help me figure something out. I don't like that the invoice number is not the same as the estimate number and sometimes it can be tricky to keep them the same. I wish there was an automated function to send an invoice for the deposit once someone approves an estimate. Another thing that would be helpful is if people can schedule an estimate online, not just a job. I know I can convert jobs to estimate, but numbering can get tricky. One more thing. It would be helpful if on the app, you can see the invoice number right on the calendar or when you open up the job. I'm in metal warehouses a lot buying material and I have to select the invoice button just to see the invoice number and reception is bad. My way around it has been putting the invoice number in the notes, but that's obnoxious.

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling

10.0/10
Roger T.
Vertalen met Google

Gets easier to use and better everyday. Support from the company is amazing, they are alway evolving

Dagelijks 1+ jaar lang gebruikt
Beoordeeld op 30-8-2019
Bron van de reviewer: Capterra

HCP is giving me time to market and feels like a partner or mentor to our continued growth and success.

Pluspunten

Ease of setup. Kind and patient support team. Did I say patient? After our office manager retired, we were able to implement HCP and within weeks realized that we no longer needed an office manager! It was tough to change my ways after doing “what worked” for the first 28 years, but these last two years with HCP have really helped us grow and I spend about 15 hours/week less sitting at a desk. Our crews like having the power to create estimates and quote work and extras. The payment portal speeds up collections. The software is constantly improving. We are a completely paperless company now, save for permit applications and such. It is so easy to schedule out days, weeks, a month. Drag and drop to move appointments. Creating/changing unit prices is so easy.

Minpunten

Making changes to estimates or invoices to a customer puts you back to the dashboard, which is distracting if you are handling multiple invoices for a property management company for instance. A work around is to open each one in a new window on the desktop. We use the desktop site in the field since the mobile site will not rotate on our iPads and we have keyboard cases. The dashboard shows outstanding invoices when you log on, but you cannot click on them individually to review. No integration with QB desktop, though I may be the only person who has that problem.

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling

9.0/10
Kathryn S.
Vertalen met Google

Makes my job so much easier!

Dagelijks 6-12 maanden lang gebruikt
Beoordeeld op 28-8-2019
Bron van de reviewer: Capterra

Before Housecall Pro, my previous employer had stacks of paper invoices she was trying to collect on and manually texting out service calls to each of her in-field technicians EVERY DAY.
I was hired specifically to help implement an easier way to operate her small but growing HVAC company.

I started research on the different software available and even trialed two before I came across Housecall Pro. One week after implementing and training our technicians we saw a significant improvement in communication between staff and customers as well as collecting on invoices.

I was so pleased with Housecall Pro I recommended it to a family member who also has an HVAC company out of Phoenix. I now work remotely for him and cannot be more thrilled that I am again working with Housecall Pro.

Thank you for such awesome customer service and a great overall product. This software was perfect for the small service-based business's I have had the pleasure to work with.

Pluspunten

With my main responsibility being dispatching service calls and administrative work, Housecall Pro makes it so easy to have all of the information in one place. You are able to see the status of service calls and invoice homeowners directly from the app. Another great feature of Housecall Pro is offering direct communication with customers and employees via text from the app. The convenience of an online dispatching system is that information can be accessed and updated in real-time so that everyone has accurate information at all times.

Customer service agents are available via chat during business hours and provide solutions to problems that you have within minutes which is also very helpful and reassuring when you have questions.

Minpunten

There is nothing in particular that I don't like about Housecall Pro. Housecall Pro will continue to offer an excellent product, while actively improving their site and adding new features on a regular basis.

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling

10.0/10
Mike M.
Vertalen met Google

A review of Housecall Pro CRM

Dagelijks 2+ jaar lang gebruikt
Beoordeeld op 28-8-2019
Bron van de reviewer: Capterra

It is much easier to look up phone numbers, addresses, and prior work orders within Housecall Pro vs. our former manual paper system. Also a good feature HC Pro provides is the ability to collect payments in the field which is probably more accurate and faster than other methods.

Pluspunten

Housecall Pro is a great CRM product. We are a plumbing company and we use this software every day and it helps us keep track of our customers in the cloud. We have not started using Housecall Pro in the field as of yet, but we will soon. Once a person learns the software it is fairly easy to upload a list of inventory items such as plumbing parts and then add these parts to a customer's invoice. We are experimenting with locating parts through voice recognition from the tablet and then adding these parts to the invoice rather than keying them in by hand. We use a time and material vs. flat rate customer invoicing system. Many companies are hard to reach or place you on long holds when you call them. Housecall Pro utilizes a chat feature which provides a timely response to our questions. Housecall Pro is an affordable and good quality software program that is web based. Some of the features of the program include job scheduling, dispatch, customer invoicing, the ability to accept credit cards in the field, and more. Overall we are very satisfied with Housecall Pro and recommend them as a Field Service Software solution.

Minpunten

It would be nice to have sub categories or some type of drop down menu for our parts so they would be easier to find. For example it would make sense to have a category called copper fittings and then a sub category called elbows, and then a sub category to that for different types of elbows such as 22, 45, and 90 degree.

Since we are time and material plumbers it would also be nice to have an automated way to calculate our labor costs based on time spent on the job, but this still requires a manual calculation from what I understand.

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling

9.0/10
Christina S.
Vertalen met Google

Common Sense Approach to Managing your Clients and Employees!

Dagelijks 1+ jaar lang gebruikt
Beoordeeld op 20-8-2019
Bron van de reviewer: Capterra

Sometimes, using multiple software applications, to try and get one job done can be frustrating. Not so with HouseCall Pro. The customer service over chat is so quick and easy, as well as the "tips and troubleshooting" search -- any problems I am having are usually "self-generated." LOL!

Pluspunten

This has got to be the easiest "learning curve" I have ever experienced. Coming from a completely different industry, to manage the office here was a bit daunting. BUT - HouseCall Pro made it much easier.
a) Customers: Easy to set up customers in system, note their special preferences, create "tags" to track for where they heard about us, and contact them via emails or texts. Each account has the Zillow pic and profile of each of our customers - providing a wealth of information to us before we even arrive to service their home.
b) Employees: Love the "personal touch" of adding the photos of our team - Our customers can see who is arriving - and - with the notification system, they know when they will be there. TimeTracker makes payroll a snap, and allows employees the flexibility to check in and out while out in the field thru the app - not tied to a punch clock or computer in the office.
c) Scheduling: Easy to use, nice 'color-coding' features for each employee, with options to notify your customer of changes or not. Quickly able to schedule on the fly, thru the phone app. Can look day, week or month with a quick tab change.
d) Invoicing: LOVE it --- the team can enter in all their details, which would normally have to be transcribed from paper notes, on the Work Orders thru the phone app. Nice presentation to the customers, with immediate email invoice available, the minute the job is done and paid for. AND it flows to QuickBooks!

Minpunten

Creating "work arounds" for creating multiple sub-accounts for a main client. Sometimes, there needs to be a three layer deep ability to categorize a customer. Example: Parent Company (Main Customer), which has multiple condominium complexes (Sub Accounts of Main Customer)- each one having its own name/ billing account, and then, the need to create sub accounts for each Condo Complex (a Sub Sub Account) - for each individual Unit (for service address)

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling

10.0/10

Prijzen van Housecall Pro

Vanaf
US$ 39,00/maand
Prijsopties
Gratis proefversie
Gratis
Abonnement
Prijs-kwaliteitverhouding

SIMPLE PLAN: $39/month billed annually - 1 User - Baseline Features: Email Support + Scheduling, Invoicing, Estimates + Google Calendar Integration +2.90% CC Processing + HouseCall Customer Booking App

MODERN PLAN: $109/month billed annually - 1-6 Users - Baseline Features + Live Chat Support + Unlimited Email Reminders + $0.86 Postcard Marketing + Online Booking (Yelp, Facebook, Website) + Company In-App Chat + QuickBooks Online Integration + Time Tracking

ADVANCED PLAN: $199/month billed annually - Unlimited Users - Everything in Modern Plan + Live Chat Support + Customizable Reports + Employee GPS Map Tracking

Housecall Pro - Functies

  • Activiteiten volgen
  • Activiteitendashboard
  • Auditing
  • Audittrail
  • Automatische meldingen
  • Factuurbeheer
  • Integratie van derden
  • Realtime gegevens
  • Realtime rapportage
  • Workflowbeheer

  • API
  • Aangepaste velden
  • Aanpasbare rapportage
  • Bewaking
  • Compliancebeheer
  • Documenten opslaan
  • Gegevens importeren en exporteren
  • Rapportage en statistieken
  • Voorraad bijhouden
  • Voorraadbeheer

Aanvullende informatie voor Housecall Pro

Voornaamste functies van Housecall Pro

  • Access control
  • Accounting integration
  • Activity dashboard
  • Activity management
  • Activity tracking
  • Alerts / escalation
  • Appointment reminders
  • Assignment management
  • Audit trail
  • Auditing
  • Auto-responders
  • Automatic backup
  • Automatic notifications
  • Automatic reminders
  • Availability indicator
  • Bank reconciliation
  • Billing & invoicing
  • Business analysis
  • Calendar management
  • Calendar sync with Google
  • Charting
  • Chat
  • Client portal
  • Communication management
  • Contact database
  • Contact history
  • Content filtering
  • Credit card integration
  • Credit card processing
  • Custom SMS notifications
  • Custom forms
  • Customer accounts
  • Customer database
  • Customer history
  • Customer history
  • Customer postcard marketing
  • Customer tagging
  • Customizable templates
  • Dashboard with business stats
  • Data extraction
  • Data filtering
  • Data import
  • Data visualization
  • Dispatch management
  • Drag & drop interface
  • Drip email marketing
  • Electronic payments
  • Electronic signature capture
  • Email integration
  • Email marketing automation
  • Email notifications
  • Email receipts
  • Email tracking
  • Employee database
  • Employee management
  • Employee portal
  • Estimating
  • Event calendar
  • GPS
  • GPS & time tracking
  • Geographic maps
  • Google calendar integration
  • History tracking
  • Instapay
  • Invoice management
  • Job costing
  • Job management
  • Job scheduling
  • Job tracking
  • Mobile alerts
  • Mobile integration
  • Mobile signature capture
  • Multi-location
  • Online booking
  • Partial payments
  • Payment processing
  • Progress tracking
  • Project notes
  • QuickBooks integration
  • Quote management
  • Real time data
  • Real time monitoring
  • Real time notifications
  • Real time reporting
  • Real time updates
  • Receiving
  • Recurring jobs
  • Referral tracking
  • SLA management
  • SMS integration
  • SSL security
  • Sales tax management
  • Search functionality
  • Secure data storage
  • Status tracking
  • Subcontractor management
  • Summary reports
  • Technician management
  • Third party integration
  • Time & expense tracking
  • Tracking features
  • User activity monitoring
  • Work Order management
  • Work history
  • Workflow management

Pluspunten

  • Housecall Pro delivers premium features packaged in an extremely easy to use interface on mobile and web.
  • What separates Housecall Pro from the rest is its seamless user experience-driven look and feel.
  • Even for the most technologically adverse individuals, Housecall Pro makes it easy to digitize and mobilize a business.
  • Supports apps for iOS, Android, and web, giving users the flexibility to work on the go.
  • Provides users with a dashboard complete with business stats, enabling users to gain actionable insight into business performance.

  • GetApp-analyse

    HouseCall Pro is a cloud-based field service management software that allows service professionals to run their business from anywhere – a web portal in their home office or on their smartphone while out in the field. It’s an all-in-one solution that covers job management, quotes/estimates, scheduling, dispatching, billing and invoicing, payment processing, customer management, electronic signature capture, and service history tracking.

    Built for service contractors and professionals, HouseCall Pro’s notable features include contractor profiles, Google Calendar integration, customer database, messaging, GPS tracking, live maps, mobile payment, automated invoicing, postcard marketing, and email remarketing.

    HouseCall Pro seamlessly integrates with HouseCall, the free customer booking app that can be downloaded to phones to make it easy for them to book a service with your company.

    HouseCall Pro integrates with the HouseCall booking app. When a customer books a job with your company via the app, you automatically get notified.

    Wat is Housecall Pro?

    Managing a field service operation can be tricky, considering lost or misplaced job orders, quotes or estimates not equivalent to the actual job scope, and field technicians trapped in traffic or stalled by a vehicle mishap, among others. There’s also the paperwork to contend with at the end of the day so clients send their payments on time.

    HouseCall Pro is a business management solution for companies engaged in home and field services. It’s an end-to-end automation platform that takes care of your entire workflow – from job scheduling to dispatch, from customer management to quotes and payment processing. It keeps paperwork to a minimum and helps you focus on growing your business instead of chasing non-paying customers.

    HouseCall Pro lets you manage every aspect of your service business using your smartphone or a web portal.

    Voornaamste functies van Housecall Pro

    Scheduling and Dispatch

    When a customer books a job order with your company via the HouseCall app, you’re immediately notified. The booking app allows them to send you photos of the job site to illustrate the service they need done. This, in turn, lets you accurately estimate the job’s cost. All booked jobs are stored in Google Calendar, which you can check anytime via HouseCall Pro for daily, weekly, or monthly schedules.

    If you work with other fieldworkers, the dispatch and scheduling feature allows you to assign jobs to available technicians in a just few clicks. Job details are sent to them, and last-minute updates can be pushed to their devices in real time. No more texting, emailing, or calling just so everyone’s on the same page.

    HouseCall Pro also has a GPS functionality that lets you schedule urgent work orders based on a technician’s proximity to a customer’s location. Live maps enable fieldworkers to save on travel time and fuel costs.

    Jobs assigned to field personnel show up in your schedule calendar.

    Customer Management

    Contacting a customer while not tracking the jobs you’ve completed for them can easily turn into an embarrassing situation for you and a frustrating experience for them.

    With HouseCall Pro, customer records, jobs, invoices, and communications are stored in your private cloud, making it easy to manage your customer database and keep track of job histories. Tags can be used to organize the database and make searches faster.

    HouseCall Pro conveniently stores customer records and job details in one location for easy reference.

    Invoicing and Payment Processing

    When a job is marked as complete, HouseCall Pro lets you send automated email invoices straight from your phone. Customers can then pay by credit card online or send payment via other methods your business supports such as cash, through a collection facility, bank transfers, and so on.

    It also allows you to process payments at a flat rate of 2.69% + $0.30 while on site. Simply key in or scan the customer’s debit/credit card and capture their e-signature. HouseCall Pro integrates with QuickBooks Online to simplify your accounting processes.

    Payments can be processed on site by scanning or keying in the customer's debit/credit card.

    Postcard Marketing and Email Remarketing

    To keep you top of mind with your customers, HouseCall Pro’s postcard marketing feature enables you to send custom postcards at $0.65 apiece, while “thank you” and reminder emails come at no cost.

    You can also attract new customers by getting your business featured on a HouseCall consumer marketplace in your chosen service area. The review system can work to your advantage because people who post reviews are real customers.

    HouseCall Pro allows you to send customers personalized postcards.

    Messaging and Communication

    HouseCall Pro’s built-in messaging system allows you to communicate with customers and with staff on site. A customer can ask for a quote and attach photos of the job. They get notified for each job order that’s booked and confirmed. OMW alerts are sent to them the moment their technician pushes the On My Way button on his/her phone. They also automatically receive invoices via email for completed jobs, as well as reminders and “thank you” emails.

    Dispatch admins can send updates to technicians any time, and fieldworkers can message the home office if any problems arise on the job site or while on their way to the site.

    The in-app messaging system lets you communicate with customers and your staff on site.

    Integraties met Housecall Pro

    HouseCall Pro carries ready-made integrations with QuickBooks Online and Google Calendar.

    Prijzen van Housecall Pro

    HouseCall Pro offers three subscription plans: Free, Grow, and Manage. Free includes baseline features and if for user. Grow costs $69 per month on a bi-annual subscription basis and accommodates up to ten users. Manage costs $175 per month and is for an unlimited number of users.

    All plans include features such as apps for iOS and Android devices, and the web, real-time dispatching, QuickBooks Online and Google Calendar integration, GPS vehicle tracking, and a customer booking app. Grow and Manage plans have an additional one-time setup fee of $99.

    For Enterprise features, additional information can be obtained by calling the HouseCall Pro sales department.

    Housecall Pro - Verkoopcijfers

    • All-in-one field service management tool that covers tasks such as scheduling and dispatching, GPS tracking, invoicing, payment processing, and more
    • Mobile app that technicians can take to job sites for up-to-date job details
    • Marketing feature that lets you send customized cards and keep you top of mind with customers
    • E-signature functionality to easily capture customer signatures
    • Includes apps for the web, Androids, and iOS devices

    Housecall Pro - Veelgestelde vragen

    Hieronder zie je enkele veelgestelde vragen over Housecall Pro.

    V. Welke prijsmodellen heeft Housecall Pro te bieden?

    Housecall Pro kent de volgende prijsmodellen:

    Vanaf: US$ 39,00/maand

    Prijsmodel: Gratis, Abonnement

    Gratis proefversie: Beschikbaar

    SIMPLE PLAN: $39/month billed annually - 1 User - Baseline Features: Email Support + Scheduling, Invoicing, Estimates + Google Calendar Integration +2.90% CC Processing + HouseCall Customer Booking App

    MODERN PLAN: $109/month billed annually - 1-6 Users - Baseline Features + Live Chat Support + Unlimited Email Reminders + $0.86 Postcard Marketing + Online Booking (Yelp, Facebook, Website) + Company In-App Chat + QuickBooks Online Integration + Time Tracking

    ADVANCED PLAN: $199/month billed annually - Unlimited Users - Everything in Modern Plan + Live Chat Support + Customizable Reports + Employee GPS Map Tracking

    V. Wat zijn de voornaamste functies van Housecall Pro?

    Housecall Pro biedt de volgende functies:

    • Access control
    • Accounting integration
    • Activity dashboard
    • Activity management
    • Activity tracking
    • Alerts / escalation
    • Appointment reminders
    • Assignment management
    • Audit trail
    • Auditing
    • Auto-responders
    • Automatic backup
    • Automatic notifications
    • Automatic reminders
    • Availability indicator
    • Bank reconciliation
    • Billing & invoicing
    • Business analysis
    • Calendar management
    • Calendar sync with Google
    • Charting
    • Chat
    • Client portal
    • Communication management
    • Contact database
    • Contact history
    • Content filtering
    • Credit card integration
    • Credit card processing
    • Custom SMS notifications
    • Custom forms
    • Customer accounts
    • Customer database
    • Customer history
    • Customer history
    • Customer postcard marketing
    • Customer tagging
    • Customizable templates
    • Dashboard with business stats
    • Data extraction
    • Data filtering
    • Data import
    • Data visualization
    • Dispatch management
    • Drag & drop interface
    • Drip email marketing
    • Electronic payments
    • Electronic signature capture
    • Email integration
    • Email marketing automation
    • Email notifications
    • Email receipts
    • Email tracking
    • Employee database
    • Employee management
    • Employee portal
    • Estimating
    • Event calendar
    • GPS
    • GPS & time tracking
    • Geographic maps
    • Google calendar integration
    • History tracking
    • Instapay
    • Invoice management
    • Job costing
    • Job management
    • Job scheduling
    • Job tracking
    • Mobile alerts
    • Mobile integration
    • Mobile signature capture
    • Multi-location
    • Online booking
    • Partial payments
    • Payment processing
    • Progress tracking
    • Project notes
    • QuickBooks integration
    • Quote management
    • Real time data
    • Real time monitoring
    • Real time notifications
    • Real time reporting
    • Real time updates
    • Receiving
    • Recurring jobs
    • Referral tracking
    • SLA management
    • SMS integration
    • SSL security
    • Sales tax management
    • Search functionality
    • Secure data storage
    • Status tracking
    • Subcontractor management
    • Summary reports
    • Technician management
    • Third party integration
    • Time & expense tracking
    • Tracking features
    • User activity monitoring
    • Work Order management
    • Work history
    • Workflow management

    V. Wat zijn de typische gebruikers van Housecall Pro?

    Housecall Pro heeft de volgende typische klanten:

    Freelancers, Middelgroot bedrijf, Klein bedrijf

    V. Welke talen worden door Housecall Pro ondersteund?

    Housecall Pro ondersteunt de volgende talen:

    Engels

    V. Welke prijsmodellen heeft Housecall Pro te bieden?

    Housecall Pro kent de volgende prijsmodellen:

    Gratis, Abonnement

    V. Biedt Housecall Pro ondersteuning voor mobiele apparaten?

    Housecall Pro ondersteunt de volgende apparaten:

    Android, iPhone

    V. Met welke andere apps kan Housecall Pro worden geïntegreerd?

    Housecall Pro kan worden geïntegreerd met de volgende toepassingen:

    Facebook, Mailchimp, Mixpanel, NiceJob, QuickBooks, QuickBooks Online, QuickBooks Online, SendGrid, Stripe, Twilio Communications Cloud

    V. Welke mate van ondersteuning heeft Housecall Pro te bieden?

    Housecall Pro biedt de volgende ondersteuningsopties:

    Forum, Kennisbank, Online ondersteuning, Telefonische ondersteuning, Video-instructies