Field Service Management App
4.7/5 (2055 avaliações)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.
Vantagens
Seamless integration with Quickbooks is the most important feature. Once we learned to categorize where we wanted charges to show in QB such as "Labor" or "Material & Supplies" then reconciliation became easy. Software is easy to navigate and customize. Scheduling service for our customers is a major feature and increases customer confidence. Our A/R has improved dramatically. More of our customers use the pay online feature and the ability to accept cc payments is a huge plus. Admin settings allow to set cc minimum payments and employee access through mobile app.
Desvantagens
Would love have an attachment icon in customer history window indicating service calls that have attached photos or documents uploaded without having to open each one individually. I would also like to have the ability to record customer equipment Model & Serial #'s and connect services to particular equipment. Example: Customer has (5) individual air con systems. Enter Model & Serial #'s, and name systems. Then all future service at that site can be attached to a particular piece of equipment with the ability to run a report. Options for "Summer" & "Winter" maintenance to run reports for recurring future would also be on my wish list.
MY overall experience has been great, whenever i need customer service they are available and always helpful via chat or phone call
Vantagens
The owners were use too and liked a different dispatching/invoicing system. When I was hired as the Office Manager I was trained to use that system but always felt like it was out dated and not user friendly. I ran across an ad for house call pro on social media. I immediately loved what I saw, the ease of the program and how customers could make payments online and leave reviews for our business and technician experience. I showed the owners and we made the switch to housecall pro and have never regretted it.
Desvantagens
I wish the system could notify me when my technicians went in route, started there job and finished there job. Wish some sort of push notification or a chime when the dash board is open
We enjoy using HCP. There the best we've used by far, and we've used camelot and servicemonster. The Mastermind was helpful and we get the feeling they overall care and are out there to make us better. Our clients rave about the omw's and finishes communication. I love texting through the app (although I wish you could see/use that from the desktop). It simply makes us look more professional and it usually works... which is more than I can say about other services.
Vantagens
I like that a conference call was set up with me to discuss a major issue I had with billing multiple contact/dept clients. They listened to my concerns and within 2 hours made a change to the software they we now utilize on a weekly basis.
Desvantagens
There's still a few buttons that need to be accessible a little easier. For instance, the client search has too many steps to be the single most used button. (that's why we have hcp is to keep track of our clients info etc. (too many un-needed steps). You've made me click the client page, then I have to select the search bar... which happens to be on the opposite end of the screen. Either have the search bar auto fill (start curser there) so we can click client, and then start typing the clients name, or (my preference) add the search bar to the header and have it accessible from every page.
2nd biggest fix requested: I really wish we would get a notification similar to when a invoice doesn't connect with QBO properly for when our text and emails don't go through to the client. We love the software so much that we use the omw, finish tabs as well as sending estimates via email... and it's frustrating hearing the client didn't receive the notification only to then learn we had a missing letter or wrong digit etc. that we could have caught initially. It makes the client feel like we've forgotten them when they are expecting the notification and we do our part, but they don't receive it.... and we don't know that it didn't get completed.
My availability calander being available to customers who visit my website is the number one reason I've doubled my business in the past year.
I'm thrilled with it.
Vantagens
About a year ago I got a call from someone from House Call Pro requesting to schedule a demo on my laptop.
I requested an in person demo.
I went to San Diego and talked with the amazing people there.
I was told I could have a software that would allow my customers to schedule an appointment online from my website. I was floored because I was looking for exactly that. Plus they could set me up so after I was finished with a service call I could send my customer an invoice that they could use to pay me with a credit card and also I could use the software to record that they payed by check or cash as well. I would have a complete CRM and at a very affordable price.
Desvantagens
I realized early on that in order for me to benefit from using this software I'd have to really use it to it's full potential.
Most if the time if I dropped the ball it was because I did not fully utilize the full capacity of the software.
Vantagens
App use experience is phenomenal. I have written estimates In a time crunch in the driveway of the customers house b4 a sales meeting. While not ideal, the ability to have something for my client rather than nothing is all the difference. Only Houscall makes this possible.
Desvantagens
Housecall over all gets 5 stars , no question about it. The only reason I gave 4 stars is some areas is because I am seeing the potential of the product and would like to see house call achieve that potential.
Web based use is definitely not the same experience as the app. Pages bog, cursors lag, and it takes time to write proposals and navigate.
While the organization of the web based platform is truly superior, the navigation is not.
I choose to log on the web based platform because of the clarity and organizational benefits but I often find myself frustrated, losing unsaved pages or saying “ common”.
With that said there is nothing that even comes close to what housecall offers me so take that criticism in perspective to the the truly awesomeness of house call as a whole.
I would like to add that house call software engineers have come up with some great ideas! Ideas I never knew I needed but now can not go with out.
Features such as street view and home value in the customers page is very helpful. Other helpful features SA colab with employees and sales updates, employee tracking and credit card processing on site are In app features I have been introduced to that I can’t live with out. These features may not seem like the back bone of your business head on but i can tell you in hindsight they all add up and contribute to your over all competitive edge.
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 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.
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.
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.
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.
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.
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’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 carries ready-made integrations with QuickBooks Online and Google Calendar.
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 $99.
For Enterprise features, additional information can be obtained by calling the HouseCall Pro sales department.
Abaixo estão algumas perguntas frequentes sobre o Housecall Pro.
O Housecall Pro oferece os seguintes planos de pagamento:
A partir de: US$ 39,00/mês
Modelo de preços: Gratuito, Assinatura
Avaliação gratuita: Disponível
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
O Housecall Pro oferece os seguintes recursos:
Os clientes habituais do Housecall Pro são:
Autônomos, Empresas de médio porte, Pequenas empresas
O Housecall Pro está nos seguintes idiomas:
Inglês
O Housecall Pro tem os seguintes planos de preços:
Gratuito, Assinatura
O Housecall Pro é compatível com os seguintes dispositivos:
Android, iPhone
O Housecall Pro se integra com os seguintes aplicativos:
Facebook, Mailchimp, Mixpanel, NiceJob, QuickBooks, QuickBooks Online, QuickBooks Online, SendGrid, Stripe, Twilio Communications Cloud
O Housecall Pro oferece as seguintes opções de suporte:
Fórum, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo
We are a small HVAC service and install company. Using Housecall Pro has been a positive experience. It has greatly improved scheduling for both customers and employees. A/R has been a very positive aspect. Integration with QB has made the accounting side of the business cleaner with less conflict. We are now beginning to use the service contract feature. HCP support always respond in a timely fashion and are always seeking to improve.