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.
Housecall Pro changed my life!
My overall experience with Housecall Pro has been fantastic. Even more so since I upgraded to the XL
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.
Marginally useful for scheduling
Extremely disappointing. Huge mistake for us.
HCP is marginally useful for scheduling.
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
Resposta do 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.
Housecall Pro Rocks
The best part about Housecall Pro is the fact that we have all of our information for the entire business in one spot. It is one stop shop. It also integrates with Quickbooks Online, so we do not have to mess with transferring everything every time. It automatically does it for us. The customer service is also great, as they are quick to find an answer if they cannot fix it right away. I would highly recommend this company and software.
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.
Housecall Pro was so easy to setup and has been a breeze to use ever since. I've has a wonderful experience with the program and don't feel the need to seek further programming. Housecall was definitely the right choice for our company.
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.
Housecall Pro in the HVAC field
From customer service, integration and ease of use this product can't be beat
The scheduling feature alone makes our daily operation extremely efficient, couple that with the customer notification system and you have a full office in the palm of your hand!
We haven't found anything yet! The system is very easy to use!
The best team and software out there!
Our team loves the schedule, we love how we are able to stay organized, we love everything about HCP.
Their customer support is the better than any I have ever experienced. You are never dropped throughout the process and you have a dedicated account manager that helps you whenever you need it. Plus they have provided a Facebook page for all of their pros to talk and collaborate. There are members of HCP who also jump on and help troubleshoot. Never seen something like this before. I'll be here for a long time just because of those two things.
And then, take into consideration how they responded to Covid-19. No other company I know of has done this. They have had daily zoom meetings with their pros and quite a few guest speakers since Covid-19 shut things down in the middle of March. Those meeting REALLY helped my team and I get through some tough and scary times. They helped me navigate the PPP Loan, Unemployment, and many other things.
There are quite a few things being worked on so there is a lot in "beta", etc. I look forward to utilizing those features in the near future!
Worth The Money
With Housecall Pro I like the fact that I don;t have to come to my office at the end of the day and do entries into Quick Books. The software does this in the field when you click the finish button.
Furthermore, I like the fact that customers know when i'm on the way after I click the on my way button.
Housecall Pro is definitely worth the money we spend for this software. The software is constantly being improved with new features. If you are looking for a CRM that integrates with Quick Books look no further.
This software has saved me time which is very important to me.
Although the software is amazing to use I must say the only thing I dislike is chatting into a Blue Chat Bubble for assistance versus getting someone on the phone and doing a screen share or just being able to hear a voice
The "ease" of doing business
Good, with the exception of small nuances that wont ever get fixed, no matter how many requests you put in. Look at my requests for more detail. Seem to be an easy add.
This software has streamlined things and afforded me time to focus on other areas of business.
Slow to implement changes. I have submitted many (small) requests and I do not believe any other them have been implemented. "little" things like having to add tags when on the customer page. I would LOVE to be able to make changes to MULTIPLE customers at the same time. Just scroll and make changes ON THE SAME SCREEN!! So frustrating!! THis is software supposed to same time!!
For daily service companies
It did get me thinking about how I do my books now which I use a software and I also log a general ledger by hand.
It keeps track of each project on a daily basis, My business is setup to where we could be on the same job for 1 week or 2 months , this software is best for daily services businesses.
That it did keep daily track of your operations, financial and cost of expenses including materials and labor efficiency.
Great addition to our small business.
1. Able to stay more organized.
2. Able to send out estimates faster.
3. Able to locate customers accounts faster.
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.
Best process/program out there!
Amazing! Anytime, day or night that I have a question I just chat with an agent and someone is always able to direct me where to go or what to do.
This program really is user friendly for your workers and your customers.
I’ve always gone by: Keeping it stupid simple. This program can’t be any simpler.
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.
Invoices and reports is not really what this company whats to do.
My issue with this company is that they actually created an awesome layout. I payed another company in full this year but I'm not using them because there was a convoluted way of entering all of the info you need to generate an invoice and then upon emailing there was no message. So after writing two invoices I went right back to HCP.
However, if you have a suggestions. You'll ask, "hey how to do this?" and they'll reply with an answer or "sorry we don't offer that know but will put it in the suggestion box." Then time goes on, you forget then the need for that particular Item comes up again. You remember and ask again-- same answer. You find on Facebook other people asked months before you but no change.
It seems like: [SENSITIVE CONTENT HIDDEN], payed to have the system created but then fired all the programmers. Having the ability to run a material report is bookkeeping 101. Signatures at the bottom of the invoice was asked by many but is is only available on the phone app and for approving an estimate. Other people have asked for material and labor to be separate. It seems like their not interested in updating their invoicing software as they learn the needs of the users. The users just have to adjust or not use it. The additional services their company has added is website building, credit card processioning, and marketing. when I signed up it was invoicing only. clearly they don't want to do that ant more.
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.
Housecall Pro IS the BEST Platform for Businesses
By utilizing Housecall Pro platform, we are much more organized in our processes from Technicians, Customers and Training. Our revenue increased more than 25% in the first year and nearly 30 in the second.
The hands on support from the very top echelon of upper management is unfounded. Nowhere else have we experienced first hand the level of support from all of Housecall Pro's teams from the top COO to the IT Technicians who continually improve the platform.
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 ?
Before joining house call Pro I had just purchased 500 invoices for over $100 and I've only used since then maybe 12:00 house call Pro makes it easier with invoicing scheduling the pricing when booking job is very difficult because your categories are too long so when you look at the price list on your phone for example it's almost impossible to find what you're looking for I really believe this is your number one problem on your house call Pro at if you could fix this as well as the Rolodex problem for example when a customer calls in it shows house call Pro customer but then you look them up on the Rolodex and hit the search hourglass they do not come up so what's the use even having it I have gotten lucky before was able to do it by scrolling down a little bit but it's just doesn't make sense I would spend a little money and get some programmers and fix both of those problems it's very important that you abbreviate carpet is CPT uppercase C or all uppercase and in clean until there's more room to the right of that to put the title of what the item is in the price list I don't mean to jump around a little bit but I just got off work and I'm trying to wind down.
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.
Love HouseCall Pro
Overall great! I have referred it to many friends and people I talk to. It far surpasses any software I’ve seen or used and the way they communicate and run the company is just icing on the cake.
HCP has made my day to day business adman much easier. It literally replaces a part time employee w all that it does for me.
The digital schedule is great. The text and email reminders that are sent out look so professional-I get comments from customers saying they love all “my” communications (it’s mostly automatic). So cool!
The invoicing is clear, the cc payment link that comes on every invoice sent out has helped to keep a/r low.
Everything is at the click of a button, and very user friendly.
One of the really great things is their customer service. When I get stuck or have any glitches, they reply within minutes (no joke), and it’s always a precise reply. Sometimes they tell me there’s no feature for what I’m asking but they submit my request for the feature to be a future addition.
Overall, it’s been the best software addition I’ve had. This is my 4th software over 20 yrs of doing business and with all their constant updates I don’t expect to ever have to change again.
There are features that don’t exist yet. I have been able to find work arounds for all of them.
For example, you can’t send out a broadcast marketing email to your customer base. However, you can easily export your client list to do it through another platform.
You can easily and send out a custom postcard to your client list through HCP, it can even be automatic.
Since it’s cloud based, if I don’t have cell svc or wifi, I can’t access any info or process any invoices/estimates etc. This is a limitation.
We are a small family business we specialize in full Plumbing & HVAC services. We came across House Call Pro from another vendor who visited our home , at the time we were looking into going automated, prior we were all manual. We called other vendors however their prices were very high. I called House call Pro the monthly price was very reasonable and it was perfect for our needs. We are very happy with the software and its made our life so much easier. Honestly we look back now and cant believe we were manual!!! When I do have a question customer service is quick to respond . We also feel this software made our company look much more professional, our customers receive a confirmation when in route and we are able to take payments and email receipts as well as estimates immediately. We definitely recommend House Call Pro!!
This software is very user friendly, without any training most of our team was able to dive right in and start using the software immediately . I love the fact that we can schedule, take payments view our customers history and overall have the ability to use every function of the software whether your in the office or out if the field. We can send internal messages to our staff as well as our customers. This software shows our overall earnings, tracks invoices that our outstanding and honestly allows our company to run smoothly and efficiently.
In the beginning for some reason if I had to go back and close out a job and back date it, the software would not allow me to choose the appropriate date, however this has been fixed and I haven't had any recent problems with this particular issue.
An important appendage of our growing company
As we are going I find that Housecall pro is growing with our company. Just when I think that we might have outgrown the features poof there they are. It's like they are reading our minds! I enjoy the ease of communicating with the customers and follow up with postcards.
The equipment tracking feature for each customer has simplified life both for the inside staff and the techs. Now that we have the service agreement options, the tech's have an easier time tracking the details of the services. It has helped with our inside sales to be more consistent with customers' maintenance and generating more income.
As we are going and figuring out our growing pains, I have come to realize that it would great to have a system to track inventory as our techs use it with each customer in live time. This type of feature would help with repurchasing and tracking lost inventory.
Great, I am where I am today mainly because of their system, I wouldn't have been able to manage things like I do today without them.
I love how its evolved over the past 2 years, it has grown as I have. Their team is on point and very intuitive to its customer's needs. I started using the software for the simple reason someone had reached out to me to help them build one, and after a few months of using their software I realized how difficult it would be to do along with my business, I even at one point looked at leaving and did so. I thought I found the answer to my problem with Fusion something, I started to pay them and continued using HCP until I felt comfortable with the new system and rolling it out with my team. After about 2 months I realized they were not on the same level or page as HCP. like I said I never stopped using them luckily, it would have costed me more time and more money if I had. They have been amazing for 2 years and plan on sticking with them as long as they plan on taking my money. They have an amazing Facebook group that has helped me in many situations amazing Pros from all over with wonderful insight.
they will make mistakes as we all do, no one is perfect. I've made so many in the short time I've been in business and I'm not dealing with the volume of people as they do. So I try to keep that in mind when one does come up. Their team really is amazing, I can't say anything bad about them.
Very good quality software for extremely reasonable price.
A most pleasant surprise that I never planned on having. Now it's hard to imagine not having it for a tool. Progressive changes and additions evolve the software frequently. But user interaction is fairly simple to learn. The capabilities to help with a companies growth and customer experience are immense and always getting better.
A software service I just stumbled upon through a distributors app. Had no plan to sign up at all. I wanted the free gift for completion of a demo. It has helped in ways that I never thought would be a need for my business. My clients appreciate the messaging/reminder of services plus real time updates to arrival. All paperless invoicing saves on overhead. Highly professional looking invoices that provide my customers an itemized description of their service. Customers open an invoice and click the pay link or can pay by credit card reader with standard rates or lower. Easily links to quickbooks. And then automated thank you emails with requests for reviews.
I find it difficult to link my reviews across all platforms available to my customers. Having nearly 100 reviews with a perfect 5 star rating and well written reviews about my services provided, if new potential customers can't see them across other platforms is somewhat useless.
Invoicing Software Program
Housecall Pro has an excellant team of employees. They are always there for me when I have a quick second to check on an issue or problem I am encountering. They are great at walking you through or demonstrating to you right through the app, what you need to do to solve your issue you may be having.
This software is amazing. On the main page, (we call it our work board). It shows all outstanding jobs, along with a calendar in front of you that can be used to schedule the jobs to all of your service technicians in the field.
Once your service technician completes the job, you can enter the information in the office, or you can have them enter the information from their I-Pads out in the service field.
You can also send a invoice immediately to the customer from the I pad or Office Personnel. They can be sent through emails or texts to the customers. The customers can pay once they receive the bill or you can collect and enter the information from the job site.
This program has everything you need to be efficient with your business.
They have so many different tools you can use. You can increase your work load tremendously if you want to with the different tools they have to offer, if you choose to grow your business, the sky is the limit.
I have to go through too many screens sometimes to complete a task. Such as looking up address information on a particular property. I wish I could learn to tie the addresses together so I can see all of the work completed at one particular address in one place.
CRAZY! how I ever managed without it. My life as a business owner was forever simplified by this on decision.
Great Job Guys! Really, I mean it.
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.
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.
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.
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.
Many things. I like the payment options I can give to clients, the calendar sync, estimates, postcard integration, support systems etc.
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.
Resposta do 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.
Housecall Pro - ALMOST the best home services software on the market
Initially very good upon onboarding. As soon as we were up and running we were asked to join a few other programs they offered which were beneficial to us and due to the initial
low price we were happy to add these on.
As far as functionality, the system is great for home services companies with features like "on my way" texting and emails as well as processing for payments and online booking.
Implementation by the company was our issue. The features were great but many were buggy and did not work well together.
Housecall Pro has a robust amount of features in an affordable package.
The main interface is fairly easy to use
Dedicated online fan base on Facebook that is a ton of help
No official support phone line from the company. They utilize a chat bubble on their website for support and have little to no way of escalating a problem to speak with someone.
The implementation of new features comes fast and furious. The features are not always perfected before implementation and are buggy
Resposta do Housecall Pro
Thanks for your loyalty and the 4-star review, Jason. We are constantly making improvements to the platform and launching new features. Our chat bubble is able to handle many of our customer's questions, but we have recently launched some packages that come with dedicated phone support for those who prefer that. Please take a look and let us know if you would be interested in one!