Housecall Pro Overview
What is Housecall Pro?
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.
Housecall Pro Overview
Pricing
Pricing options
START PLAN: $39/month billed annually - 1 User
Features: Scheduling, Invoicing, Estimates + Reviews + Real-Time Dispatching + Mobile Payment Processing + Reporting + Google Calendar Integration + Customer Financing + HouseCall Customer Booking App + Email Support
GROW PLAN: $109/month billed annually - 1-6 Users
Features: All features from START PLAN + Online Booking + Employee Time Tracking + Unlimited Email Reminders + $0.86 Postcard Marketing + Company In-App Chat + QuickBooks Online Integration + Live Chat Customer Support
MANAGE PLAN: $199/month billed annually - 1-10 Users
Features: All features from GROW PLAN + Customizable Reports + Employee GPS Map Tracking
XL PLAN: Contact for pricing - 6 - 50 Users
Features: All features from MANAGE PLAN + Advanced Reporting + Strategic Account Manager
Housecall Pro Features
Screenshots
Housecall Pro Reviews
Housecall Pro Reviews
Couldn't survive without Housecall Pro
Housecall Pro streamlines my entire customer interaction. The software maintains my customer database, and my customer history. Housecall Pro handles all my scheduling. Housecall Pro sends reminder emails to my customers and makes it easy to notify my customers as to my location on the day of service. Housecall Pro handles my invoices and makes it easy to collect payment. After the work is complete, Housecall Pro sends follow-up emails to my customers to help maintain customer loyalty. Housecall Pro also integrates with Quickbooks making my bookkeeping a breeze. Housecall Pro makes owning a business so easy!
Amazing!
With HCP we are able to streamline invoicing & dispatching. We are also able to provide valuable information to our clients that we could not do before. We increased efficiency by 45% within the first 30 days of using HCP.
Great Software for Residential Service
HCP handles a lot of my business for me. It even has online booking features.
Marginally useful for scheduling
Extremely disappointing. Huge mistake for us.
Recommendation
I can only ditto what I have said above about this software and the company.
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Couldn't survive without Housecall Pro
Pros
I LOVE this software! It does absolutely everything for me and makes it so easy for me to run the behind the scenes part of my business. Housecall Pro is super easy to use, the app interface is very clean, and it totally streamlines my interaction with the customer from their first phone call, through to the completion of the job, and beyond. Housecall Pro makes every part of my carpet cleaning business so much more efficient.
Cons
I wish that the user had greater control in customizing messages that are sent to their customers. For instance, Housecall Pro sends a text and an email asking for a Google review and a review on Housecall Pro when the work is complete, but I have little control over the content/message of that communication. Another example is that I have little control over the content of the "On My Way", or the "Job Finished" texts that get sent to my customers on the day of their appointments. I would love to be able to send more personalized messages to my customers, so that they seem less generic and bland.
Amazing!
With HCP we are able to streamline invoicing & dispatching. We are also able to provide valuable information to our clients that we could not do before. We increased efficiency by 45% within the first 30 days of using HCP.
Pros
Setting up our company was very easy and quick. Invoicing and dispatching jobs is detailed and easy to do. Creating price lists is the best feature, it eliminates questions often asked by staff on how to price something. We were able to create several price lists to accommodate contracted clients, residential and sub contractor pricing as well. Purchasing HCP software was the best decision we have made for business solutions. We are able to track labor, costs, payroll, invoicing, dispatching, we can see the location of technicians in the field also. You have the ability to track them in live time. The best feature the technicians like is the ability to take pictures within the app and add directly to specific work orders.
Customer service is exceptional and responds quickly(depending on the time of day). In most cases you can find the answer you're looking for via the FAQ section. This feature is available on the desktop and mobile formats making it easy for technicians in the field to find an answer themselves without having to call into the office for information. Running reports are simple as well.
Cons
Our least favorite items within the app is not being able to select which permissions you want employees to be able to see. Meaning the tech can see revenue on jobs etc.
There is a 2day lag on deposits. The processing fees for a CC is inline with other merchants currently available.
Great Software for Residential Service
HCP handles a lot of my business for me. It even has online booking features.
Pros
Many things. I like the payment options I can give to clients, the calendar sync, estimates, postcard integration, support systems etc.
Cons
Sometimes it takes a while to load on the customer's end so they think it’s not working. I think it’s just because it’s encrypted though.
Response from Housecall Pro
Thanks for the loyalty and 5-star review, Chase! And glad to hear you are taking advantage of online booking. Did you know that more than 1/3 of homeowners want to book service appointments online? Great that you are not missing these important folks.
Marginally useful for scheduling
Extremely disappointing. Huge mistake for us.
Pros
HCP is marginally useful for scheduling.
Cons
1) No way to document when a client accepts your proposal, which means No CONTRACT. Even if your customer accepts your estimate, you have no documentation of such. This, of course, means that you do not have a contract with the customer, and you have no hope of being paid for the work you did. Kind of a huge problem.
2) Inability to control alerts and messages to customers. It's either ON or OFF -Customers receive annoying alerts every single day you're on the job -at least a half-hour before you begin work...so like 6:30 every morning...Or, no alerts at all. That's your only choice
3) Every interaction with Customer Support ends with "No you're not able to do that, but we'll forward this to our engineering team." Every single interaction. All of them end like this. Nothing is ever resolved -at least in our experience.
4) The product development team keeps churning out more and more features to charge for -when the infrastructure of what they've already built is woefully lacking in usability.
5) When a job takes more than one day to complete, there's an option to add what they call a Segment. You can add as many segments as you like for multiple-day jobs, but each successive segment is blank. So if you want your crews to know what their scope of work is -or if you want them to have access to the attachments you added -you have to re-attach and resubmit your scope of work for every single segment you add.
6) I could go on and on -but I think my time would be better spent
Response from Housecall Pro
We would love it if you would reach out to the chat team and ask for a call to go over the features. It looks like we just need to go over them in better detail so you can get the most from them. We'd be happy to help you better utilize our software!
Every time a customer approves or declines an estimate it shows up on the estimate details page.
Customers can only receive 5 types of automated notifications:
1. When a job or estimate is scheduled.
2. When you press the "on my way" button
3. When you press the "finish" button
4. When payment is made (they receive a receipt via email)
5. Any re-marketing emails or postcards that you (manually) set up
You control the daily "on my way" and "finish" messages (you do not have to press them).
When you create a new segment try "Copy to new segment" and all attachments will carry over.
Lastly, our chat team forwards feature requests to development so they can be considered for work. It's the best path to being worked on.
Recommendation
I can only ditto what I have said above about this software and the company.
Pros
All R's Pest was looking for an updated and ease of use database system. We found this with Housecall Pro. The support and ease of use over the past year and a half have been outstanding. They are constantly looking for ways to improve their product which assists us in improving our service to our customers. The credit card service they provide is easy and convenient for our customers and our company. I highly recommend this company to any service company looking to update their software program. Additionally, posting our services when completed and our customers able to pay immediately at their convenience is an added aspect to this software.
Cons
No complaints. We are looking, but they keep answering.
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Housecall Pro Pricing
Housecall Pro Pricing
START PLAN: $39/month billed annually - 1 User
Features: Scheduling, Invoicing, Estimates + Reviews + Real-Time Dispatching + Mobile Payment Processing + Reporting + Google Calendar Integration + Customer Financing + HouseCall Customer Booking App + Email Support
GROW PLAN: $109/month billed annually - 1-6 Users
Features: All features from START PLAN + Online Booking + Employee Time Tracking + Unlimited Email Reminders + $0.86 Postcard Marketing + Company In-App Chat + QuickBooks Online Integration + Live Chat Customer Support
MANAGE PLAN: $199/month billed annually - 1-10 Users
Features: All features from GROW PLAN + Customizable Reports + Employee GPS Map Tracking
XL PLAN: Contact for pricing - 6 - 50 Users
Features: All features from MANAGE PLAN + Advanced Reporting + Strategic Account Manager
START PLAN: $39/month billed annually - 1 User
Features: Scheduling, Invoicing, Estimates + Reviews + Real-Time Dispatching + Mobile Payment Processing + Reporting + Google Calendar Integration + Customer Financing + HouseCall Customer Booking App + Email Support
GROW PLAN: $109/month billed annually - 1-6 Users
Features: All features from START PLAN + Online Booking + Employee Time Tracking + Unlimited Email Reminders + $0.86 Postcard Marketing + Company In-App Chat + QuickBooks Online Integration + Live Chat Customer Support
MANAGE PLAN: $199/month billed annually - 1-10 Users
Features: All features from GROW PLAN + Customizable Reports + Employee GPS Map Tracking
XL PLAN: Contact for pricing - 6 - 50 Users
Features: All features from MANAGE PLAN + Advanced Reporting + Strategic Account Manager
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Housecall Pro Features
Housecall Pro Features
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Categories
Categories
Videos and Tutorials
Videos and Tutorials
Additional information for Housecall Pro
Additional information for Housecall Pro
Key features of 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
Benefits
GetApp Analysis
GetApp Analysis
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.
What 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 Main Features
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.
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.
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.
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.
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.
Housecall Pro Integrations
HouseCall Pro carries ready-made integrations with QuickBooks Online and Google Calendar.
Housecall Pro Pricing
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 Bottom Line
- 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 FAQs
Housecall Pro FAQs
Below are some frequently asked questions for Housecall Pro.
Q. What type of pricing plans does Housecall Pro offer?
Housecall Pro offers the following pricing plans:
Starting from: US$39.00/month
Pricing model: Free, Subscription
Free Trial: Available
START PLAN: $39/month billed annually - 1 User Features: Scheduling, Invoicing, Estimates + Reviews + Real-Time Dispatching + Mobile Payment Processing + Reporting + Google Calendar Integration + Customer Financing + HouseCall Customer Booking App + Email Support GROW PLAN: $109/month billed annually - 1-6 Users Features: All features from START PLAN + Online Booking + Employee Time Tracking + Unlimited Email Reminders + $0.86 Postcard Marketing + Company In-App Chat + QuickBooks Online Integration + Live Chat Customer Support MANAGE PLAN: $199/month billed annually - 1-10 Users Features: All features from GROW PLAN + Customizable Reports + Employee GPS Map Tracking XL PLAN: Contact for pricing - 6 - 50 Users Features: All features from MANAGE PLAN + Advanced Reporting + Strategic Account Manager
Q. What are the main features of Housecall Pro?
Housecall Pro offers the following features:
- 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
Q. Who are the typical users of Housecall Pro?
Housecall Pro has the following typical customers:
Freelancers, Mid Size Business, Small Business
Q. What languages does Housecall Pro support?
Housecall Pro supports the following languages:
English
Q. What type of pricing plans does Housecall Pro offer?
Housecall Pro has the following pricing plans:
Free, Subscription
Q. Does Housecall Pro support mobile devices?
Housecall Pro supports the following devices:
Android, iPhone, iPad
Q. What other apps does Housecall Pro integrate with?
Housecall Pro integrates with the following applications:
Facebook, Mailchimp, Mixpanel, NiceJob, QuickBooks, QuickBooks Online, QuickBooks Online, SendGrid, Stripe, Twilio Communications Cloud
Q. What level of support does Housecall Pro offer?
Housecall Pro offers the following support options:
Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials
Housecall Pro streamlines my entire customer interaction. The software maintains my customer database, and my customer history. Housecall Pro handles all my scheduling. Housecall Pro sends reminder emails to my customers and makes it easy to notify my customers as to my location on the day of service. Housecall Pro handles my invoices and makes it easy to collect payment. After the work is complete, Housecall Pro sends follow-up emails to my customers to help maintain customer loyalty. Housecall Pro also integrates with Quickbooks making my bookkeeping a breeze. Housecall Pro makes owning a business so easy!