Housecall Pro

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