Housecall Pro - Reviews page 3

Pros

Features that are supposed to work with the software would be great if they actually worked.

Cons

Customer service with this company is awful. Employees have a "take it or leave it" attitude and they could care less about how their service is a poor reflection on them. Stay clear of this company!

Pros

Price list flexibility, automated emails, estimate approvals and invoicing, and dispatching to make sure everyone's on the same page.

Cons

The automated emails should absolutely be tied to job tags, but because they're tied to customer tags, we have to add and remove them vigilantly if we have repeat customers with multiple properties or different service needs.

I wish the estimate approval process was more of an eSignature process as opposed to any party just clicking a button.

Pros

Good product- does what it is supposed to do. You can schedule jobs, invoice customers, and develop a nice database of what you did with each customer. It has limitations and its share of glitches Support is mediocre but it is available. I've been a fan for a long time and have brought a number of businesses over to use their software. No more though.

Cons

If you grow from 5 to 6 employees watch out - its time to move to another software provider in my opinion. The pricing plan allows up to 5 employees for 1 set price. Keep in mind one of those 5 employees is your office staff so you really only get 4 field techs. If you add the 6th employee your HCP monthly price more than doubles the entire cost of the plan. There is now no longer a way to add 1 employee to their mid-tier plan - you have to move to the high tier plan. You can purchase 2 of the mid tier plans for less than the price of their high tier plan - this is just so ill-conceived! Last year we were able to add 1 additional employee for just a set fee per employee which was very reasonable. WHen that employee quit we were back down to 5...so were unaware that in June 2022 they made this change wiping out the ability to add an incremental employee without having to jump to the next tier. I am gobsmacked by how wrong of move this was on their part. The whole point of this software is helping you to grow your business - but apparently as soon as you do grow boy do they punish you for it!

Additionally their search function for the "pricebook" leaves a lot to be desired. If you type in a keyword like "flange" and you have multiple items with that keyword in the description you expect all of the items with that keyword to appear. It doesn't. Only some do. No rhyme or reason to it.

Uploading photos from field is dodgy and slow. Reports availble are not reliable or accurate

Pros

The dispatch capability is great. As a company using House Call Pro and as customer of another trade that used House Call Pro, I definitely found the text notifications an asset.

Cons

For overall job management, we needed a CRM that had a budget for job costs, commissions as well as communicate with some of our other software. This is a good software and we were excited about it but it ultimately didn't fit all that we needed and let us having to duplicate information between two programs.

Pros

Housecall Pro has made it much easier to manage my junk removal company. I can track the crew's progress throughout the day, make changes to customer bookings from my computer which my crew then sees on their phones, and the crew can communicate directly with customers through the app. It also handles professional invoicing and payments. It's made everything much easier, and the number of Google reviews we've gathered has skyrocketed due to their automatic customer close-out messages.

Cons

I don't like their direct online booking interface, if the customer were to use it, I find it confusing and not intuitive. We use a simpler very clear booking interface, then manually migrate those appointments into housecall pro.

Alternatives Considered

Jobber and Workiz

Reasons for Switching to Housecall Pro

Price to value

Pros

Before we found this software, we had to have everyone handwriting information, it was outdated and hard to access, and unorganized. This system has made our entire functionality change. We could never do what we do with a growing influx of customers without this phenomenal software. It has changed business and customer service for the better in every way.

Cons

The only issue we have is making sure that if we have a last minute change we have to ask our technician to refresh their app so that they can see changes. This is a minor inconvenience with the surplus of exemplary use we get from this software.

Pros

Review generation
Invoice easy to generate
Estimates easy to generate

Cons

I'm sorry, I'm running out of time to complete this. I could type for an hour at least in this space, PLEASE feel free to call me directly and we can discuss my recommendations [Sensitive Content ]

Pros

We are a plumbing service business.
We love the fact we can see all of our open jobs in one place, which can make us more efficient as a company in scheduling our jobs in certain areas of the city by zip codes.
We love using the online payment portal offered through use of this software, so our customers can go in and make payments at their convenience online, or we can process payment over the phone, as well as at the job site.
Housecall Pro offers so many integrated programs to run your business professionaly, and seamlessly.
If you are in the service industry, you really need to check this program out. You will be amazed and
very happy with everything about this software.

Cons

I cannot say anything negative about this software.
The software constantly expands and grows with your business.

Pros

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!

Cons

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.

Pros

The best thing about Housecall Pro is the invoice that the customers see. It is clean, easy to read, and makes online payment easy. Payment can be made directly from the invoice and there is no need for the customer to open a web portal or log in to view and pay invoices. The mobile app dashboard is great for getting to the job... one tap to send an "on my way" message and another tap to open up google maps. easy.

Cons

The invoicing features (or lack thereof) are infuriating!

1. When you are creating invoices, you can't edit the default email message to have it save your preferences. You have to type out or copy and paste your custom text EVERY INVOICE YOU SEND. I would like to send a nice "thank you for using my services", "refer us", "call with questions" message with all my invoices, but it is a huge pain in the butt and takes too long to do it EVERY TIME!

2. If most of your customers are net 30, there are no automatic payment reminders or Payment Past Due notices. you have to do all of that manually. Since the software doesn't allow for custom email templates, each reminder you send has to be typed out manually or copied and pasted from a Word Doc.

3. The invoices are lacking different areas to add important information and instead rely on a general "Notes" text box at the bottom for Purchase Order numbers, billing disclaimers, and job notes. It gets busy fast.

4. The software and app are generally "clunky" to use. The interface requires a lot of full page loads vs drop down or pop-up fields in order to create a new customer and invoice so it takes twice the time it should, especially with a spotty data connection.

5. There is not a true CRM (customer relationship management) functionality. You can create email marketing campaigns, but it won't remind you customer's birthdays, or when someone has hit a loyalty program milestone, or let you auto-schedule calls or texts.

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

Pros

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.

Cons

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.

Pros

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!

Cons

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)

Pros

QBO synchronization, ease of use, ability to do estimates and invoices in the field. Tags allow tracking of specific items (similar to classes) like lead type and services provided. GPS to track employees and picture of house from Google maps shows on customer page. Auto responder feature, postcard program that is cost efficient. Great customer service, responsive. Online booking of jobs for customers. Ability to take credit cards. Mobile program lets customers know when you are on the way to their home. You can set up employees/techs and have their picture sent to the customer before they arrive at a job.

Cons

I have found issues with duplication of invoicing; there seems to be no recognition of multiple invoicing for a single estimate. No hyperlink option for the auto responder email program. Credit card option cannot be turned off on a mobile device, must be done on desktop version when invoicing. There is no job costing function. At $199.00 per month, I feel that this program can do so much more.

Pros

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.

Cons

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.

Pros

We loved the GPS that showed the property location and street view. This helped our techs locate the property without questioning. Also when entering the job, it prevented the office from a typo when entering the property street address.

Cons

At first sign up we were given our "own" personal trainer. However, she was on a time limit and did not help with our concerns. Would cut me off and say she had to take other calls, would need to set up another appointment... a few days later. Got my 30 minutes again, then she said set up 5 jobs and see how they go. The problem is that our business did not stop, it had to keep running and we didn't know how to set up our system. By the time it was set up we had a huge backlog of entering, late invoices, etc.

After our 2 or 3 visits with our "personal trainers", they converted us to customer service online chat only. It took a long time to get someone to respond, most times would lead into another question, wait again, and so on. Wasted so much time in the office! At the beginning of set up, it took days and hours to get results, very, very frustrating. Kept asking if we could just speak to someone and they said they were set up for online chat and could make an appointment if the concern was something a chat could not resolve. I would need help at that moment, would not want to wait several days to speak to someone.

( After a few weeks we ended up going to Service Fusion which gave us 60 full days with our personal trainer. Would spend up to an hour on the phone guiding us through the set up. And if our rep was not available, you could speak to anyone on the customer service team. Absolutely wonderful!)

Pros

Very easy to use, the user interface is clear, has mobile app, has desktop app, the company listens to its users and make updates to the software pretty quick. Has open API to a lot of 3rd party software and is open to having more. work orders are great

Cons

Still building new features that are very important to have but not there yet, some important features are there but seems like not a lot of time was put into those features where more time might have been put in other less important features. Reporting does not dig deep enough. service agreements need work

Alternatives Considered

ServiceTitan, ThermoGrid and Service Fusion

Reasons for Choosing Housecall Pro

They were not updating the remote ability to the software. The actual desktop version of this software was GREAT but it stayed behind and let everyone else take over. It was very unfortunate. Than fieldedge took over and they basically are converting all their wintac users to fieldedge users. so basically wintac seems like its going under while being absorbed by fieldedge.

Reasons for Switching to Housecall Pro

Service Fusion - the set up was horrible, the support from the team didnt know any answers to my questions so i just assume it was going to be hell in the future. Service Titan - too expensive for a company my size. ThermoGrid - Price was high and the software had way too many steps to create a job from a call (correctly) to have proper reporting later on in the future. Also, the line items looks like an excel spreadsheet, wasnt too crazy about that.

Pros

I liked all the features which I had experienced in this software and it makes my work fun.

Cons

I feel personally that there are no cons in this software.

Pros

Ease of use and easy to learn. The notifications are a game changer.

Cons

Ability to query the customer database for factors such as date of last service, within the app, and manage reminders/estimate follow-ups for true CRM/Sales platform capabilities. The platform also has some inflexibility for industries other than HVAC.

Pros

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.

Cons

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.

Pros

-Scheduling
-Customer support
-Price Book (You can set your on prices and description to pop up every time the service needs to be added to an estimate.)
-Reports!

Cons

-Customer follow up is hard
-No follow up notes section
-Contractors can see privet notes when you have to leave notes in an order so someone else can follow up.

Pros

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.

Cons

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.

Alternatives Considered

D-Tools System Integrator (SI)

Reasons for Choosing Housecall Pro

We started on HCP and then switched to try both ProjX360 and System Integrator by D-Tools. BIG mistake both times so we're back with HCP. We

Pros

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.

Cons

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.

Pros

Convenience, combines most of your business programs into one easy to use program
Customer Service, with offices on both coasts I am able to get in contact with customer service within 10 minutes.
Accessibility, I can access the program from any computer with internet connection or use my phone via the app.
Faster Reporting, employees out on the job can add details, services, or new jobs on sight.
Cuts out bridges between programs and communication, I can enter in a job on the program, assign my employee and it's sent to whomever I need it to be sent to (employee or client) saves me from having to enter it onto either a paper calendar, or a shared calendar, and then notifying the employee of the job and then waiting on a report that they have completed the work.
No contract - you can do monthly, half year or annual commitments

Cons

Limited customization, I have to incorporate my own item code to personalize my clients services. The invoices are also limited on what can be changed/added
Only completed jobs can be searched. There's no search or sort option for each client. So I have to scroll through jobs. Once a client accumulates work it can be a hassle to scroll though pages of information.
Confirmation emails, because the invoices are sent though the program. I don't receive confirmation emails. It only show what has been sent.

Pros

Service and materials lists make creating invoices a breeze. Easy to convert estimates to jobs. Easy to tag the appropriate employees to jobs. Custom reports and dashboard allow you to see KPIS in one spot. Connects to Quickbooks very easily and syncs in real time. Tech support is super responsive and helpful. Adding employees is very easy. It sends them a link to download the app and onboards them in no time. Checklists for techs and project managers are great and you can customize them and also make them required before a job can be marked as complete. You can accept payments and ever offer financing all through the app.

Cons

The app is great in the field, but the browser version is much more robust. So techs can use the app, but for back office purposes, browser is better. It does only sync with Quickbooks one way. And some dates are hinky when they carry over if you collect a deposit or do progressive invoicing. I always have to fix a handful each month. You also cannot retro date things- so if a payment is received and not marked same day, later you can only date it the day you are marking the invoice paid.

Pros

I love that I can do almost everything with this software. It has helped our company grow and I love that we are able to grow with HouseCall Pro.

Cons

I would really like to have inventory management available and I do not like working with Stripe for the payment processing. I am however, glad that they are starting to allow payroll though.

Alternatives Considered

FieldEdge

Reasons for Choosing Housecall Pro

Because HouseCall Pro has more features available that I needed to be able to utilize such as maintenance plans and GPS tracking.

Switched From

Square Point of Sale

Reasons for Switching to Housecall Pro

The Price, the ease of use, and features.

Pros

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.

Cons

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.

Pros

I'm a new user but I love the dashboard where everything is very visible, scheduling is easy and Invoicing is a breeze... I LOVE IT !!

Cons

Just being a new user and getting used to the system

Alternatives Considered

ServiceTitan and Service Fusion

Reasons for Choosing Housecall Pro

Too expensive per user and quite frankly, Housecall Pro does the exact same things and even better.

Switched From

FieldEdge Flat Rate Mobile

Reasons for Switching to Housecall Pro

Because you came highly recommended from a friend that is also in the industry and she's super happy with your services. I talked to my boss about it for a year and we finally did an online tutorial and we both loved it. We called you the very next day and signed up !!

Pros

Houscall Pro offers the power and packaging of a large CRM/FSM at a fraction of the price point. No crazy per user rates, no wild addon costs, just packages that are flat rate, affordable, and well within the budget of even the smallest home services business.

Cons

Some features when released are generally half finished or in beta when they really need more time to cook, but they are desperate to try and satiate the cravings of their thousands of users

Pros

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.

Cons

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.

Pros

This software will organize your business. It can be used as a work order system to keep track of customers, invoices, scheduling, and incorporates into quickbooks!

It is relatively easy to use, even for non tech people. Nice features that help you keep track of when jobs are start, end, and are paid out. It will send automatic reminders to customers about upcoming jobs.

Cons

It cannot be used as an estimating software because it does not make an agreement between the contractor and the customer. This is the current process...the customer hits "accept" on the contractor's estimate but there is no agreement sent to either party. Also as a contractor, you do not know who accepted your estimate because the software does not capture a signature from the person "clicking accept." Basically, as a contractor if anything goes wrong on a job you do not have a signed agreement with to enforce. You must use a supplemental software with signature capture in order to have an agreement.

There are a few features the app currently does provide.
- A customer can sign off on the work that was preformed stating that it was completed.
- There is also an activity feed page that shows the time and date the customer "accepted" the proposal. However, none of this will do you any good if you do not have a contract illustrating the name/date/amount agreed to between the other party.

Our employees always had issues uploading pictures to estimates and jobs.

Pros

The product is self explanatory, its easy, simple and really intuitive! It makes training others on use very easy! We love that we are able to schedule, handle work orders, bill and collect all from our app!

Cons

The invoice look need to be more customizable.

Pros

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.

Cons

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.

Alternatives Considered

Service Fusion

Reasons for Choosing Housecall Pro

Testing for the best product to fit the company's needs and size.

Reasons for Switching to Housecall Pro

It was easier, affordable, and offers the most for your money.

Pros

Easy integration, new features being added fairly quickly, love that they work with third party applications that help our business grow and features that benefit our customers such as the Consumer Financing, especially since the COVID hit. Their customer service is great, there is always someone willing to help me when I get in a jam and need help quickly. The software is easy to use and learn. There are features that can be added along the way as your business grows to help the company to continue to grow. I am waiting to see what new features they will add next.

Cons

Would like to see more consumer financing options for people with lower credit scores though. I would like to see the ability to add a middle name in the customer information section of the app. I have trouble when I have more than one customer with the same first and last name. Also, there is an issue where you only have the option of homeowner and business, but nothing for tenant. Not to mention that sometimes we have to bill the tenant and the the owner and vise versa. There is also and issue when you send the invoice over to QuickBooks and you have an invoice being sent to the owner but the tenant CST info was used to schedule the estimate and the job, it wants to put the tenants name in the Billing information section of the invoice instead of the sending or jobsite section of the invoice. I have to manually change the information before emailing or printing out the invoice in QuickBooks.

Pros

For 18 months we were looking for a software that could do three things:

1. Manage our customer database (CRM)
2. Schedule appointments and send automatic reminders to customers
3. Assign and dispatch employees to jobs (Field Service Management)

It seemed every software was designed to do one, MAYBE TWO, of these things, but no software could do all three. Then we found HouseCall Pro. It seemed almost too good to be true, but HouseCall does it all for us. We haven't looked back.

1. App for field technicians is awesome! Best I've seen.

2. Strong and powerful integration with Google -- autofills addresses and integrates with Maps.

3. Automatic e-mail reminders sent to customers.

4. Postcard marketing campaigns.

5. Quickbooks compatible.

6. Incomparable customer service. They have a friendly, helpful and intelligent group of people working for them. They are always there to listen to requests and solve problems. The messaging app within the desktop software lets you communicate with them directly anytime. They always seem to respond within mere minutes.

7. They are constantly releasing updates and improvements to the software. It gets better with every release and it shows they really listen to customer suggestions!

Cons

1. The schedule view is hard to read and use. When you are trying to get an overview of your resources and availability, you have to scroll left/right as well as up/down. It's made it hard for us, so we still have to rely on Google Calendar to view employee availability when trying to schedule jobs.

2. No automatic reminders sent to employees. There is a push notification one hour before a job starts, but this is not enough time for us. We want an email or test least a day, even a week, in advance.

3. Few customization options. (eg - You cannot rename "professional" to "stylist" or "technician" to suit your industry.) You can't include hyperlinks in follow-up emails to link customers to a satisfaction survey. (They have to copy/paste the address into the browser.)

4. No way to "black out" dates on scheduler for employee time off. Again, we still have to use Google Calendar. Although they just released "Non-Job Events" and this could serve as a possible workaround for us. We are looking into it!

5. The CRM is weak. (No multiple contacts for a business, no way to name different service addresses, no pipeline for making sales, etc.)

Pros

Makes our day to day operations much easier.
From dispatching a technician to a job
-the customer getting the text that we're on the way
-detailed invoicing with pictures on the estimates
-multiple payment options and financing
Customers really say that it's a breeze working with our company likely due to HCP.

Cons

I think the tracking employees could be done easier as I'm sure you guys have a plan already for that.
Not that this is a bad thing, but I would like to see a local HCP seminar/workshop where pro's would get together and share some ideas to help other businesses like theirs.

Pros

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!

Cons

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.

Pros

This makes tracking and planning soooo easy. Any reporting you can think of is generated for you in seconds. Reports, Timecards, Online Booking, Monthly Calander.

Cons

When you select that someone wishes to receive notifications, they either get them all or none at all so it makes my reoccurring clients frustrated that they have to get a review reminder every single cleaning or so
many messages about job updates that aren't necessary.

Alternatives Considered

Thryv, Jobber and ZenMaid

Reasons for Choosing Housecall Pro

Recommendation

Switched From

Thryv

Reasons for Switching to Housecall Pro

most bang for your buck.

Pros

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.

Cons

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.

Alternatives Considered

QuickBooks Enterprise

Reasons for Switching to Housecall Pro

A friend of mine who opened an HVAC company the same time I opened my company sold me on the idea of sharing leads through the software. I went for a test drive the first month and was sold after interacting with the customer support team. OMG everyone is awesome! If Chick-Fila and Home Depot had a baby. Stellar Customer Service Model...

Pros

Ease of use and accurate information exchanges.

Cons

1.) EACH TECH should be able to see their route for the day on a map to make better adjustment to drive time
2.) Search function for completed jobs for client with many address has no search magnifying glass to search by typing, have to search by looking at every address
4.) Six hour window option would be nice
5.) No inventory management for truck stock built in.
6.) Pause feature for jobs waiting on parts, separate from only unscheduled

Pros

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.

Cons

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.

Alternatives Considered

ServiceTitan

Reasons for Choosing Housecall Pro

Housecall Pro had a lot more options for us, and it was very centered around our line of work. The previous software was very generic, and did not offer everything that we were wanting.

Switched From

Verizon Connect

Reasons for Switching to Housecall Pro

The pricing for ServiceTitan was unreasonably high. Some of the products were great, and could be very useful, but after seeing other reviews, and looking at the actual price we would be paying per year, was incredibly high, and we would not be able to comfortably afford that!

Pros

Online invoicing is very impressive part for me as well as the management dashboard has bunch of features that really time savings.

Cons

Mobile application is not so impressive, and customer service should have been done more efficient way

Alternatives Considered

ServiceTitan

Reasons for Choosing Housecall Pro

Housecall Pro has user friendly feature that is very convenient to use and much more reliable.

Switched From

Service Fusion

Reasons for Switching to Housecall Pro

serviceTitan was the second choice for me but i think this one was over priced than the Houscall Pro

Pros

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.

Cons

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.

Pros

It was easy to understand and integrate with quickbooks.

Cons

This is a good system for someone that sits at their computer and someone that has alot of time to message back and forth with support for a couple of days to get an issue resolved, if you can get a resolution. They would rather give you options that take more time from you running your company so they don't have to change and or evolve the system to make things more efficient and give all the information that you need to see in the system. For the last year and a half I have been dealing with this company and I would rather call my cable company or cell phone company then to have to deal with the messaging back and forth with the support team. They do not have a number to call and get quick answers or responses. They also don't offer email to use with your domain which is something that most other software companies do when they offer a web domain. They are not going to change anything that you suggest even though they say the listen to what you suggest. Listening and doing are two different things. This company has set my company back do to their unwillingness to evolve the system. Truly check around, other companies might charge more but I wish I would have saw this review before I signed up, because the extra money it would cost with other companies would have saved alot of time wasted and time is money. They don't care about your time.

Alternatives Considered

Service Fusion

Reasons for Switching to Housecall Pro

Cheeper

Pros

As Housecall software, we use for our patient's for data collection, in 52 districts, the household data is collected through Housecall software is easy. Mobile access, as the field workers are in different places, scheduling the field excutives to respective districts is snug. Calender syncarnilization, service history, work order management, and client database are undecorated, retrievable, and understandable by Housecall software.

Cons

I do not faced any issues in Housecall software while working for field data collection.

Pros

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.

Cons

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.

Pros

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.

Cons

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 ?

Pros

I really enjoy not having to bounce around from one app to another in trying to keep work and work orders together. With Housecall Pro, every detail I need is in one place! From receiving the work order, to invoicing the customer! Keeps every detail consolidated and professional in one place!

Cons

I haven't come across anything that I'd deem as a weak spot for the Housecall Pro App. Though, not a big deal, perhaps for fun have a customization option such as background design, color, etc.

Pros

I like the ease of use for employees and users in the field. It is simple, yet allows our company to be in contact with our customers. From the office perspective, we have reduced how many invoices we are sending the mail significantly. Our customers like receiving e-mails from us, including the invoices. The portal for payment is easy to use. There has been a significant increase in online payments through the portal.

Our employees find the app easy to use and the location services make it easy for them to find our customers homes.

Cons

The times on the schedule page, need to somehow be highlighted or the top of the hour bolded. It is really difficult to schedule an appointment on the week view for Friday, because the time is in the far left margin.

I would love to have the ability to make comments on the time card section. That way when I need to make a change to an employee's time card, I can also note why the change was made.

The way that the credit card payments integrate with quickbooks is frustrating, as I have to go to each transaction and manually change where it posts the payment. I would like to have the ability to designate where the payment goes. In addition, it would be nice to change the QB display name on HCP ourselves, instead of talking with customer support. One more thing, can payments affecting more than one invoice be posted as one payment, versus each individual invoice. This would make processing deposits so much easier.

Pros

Ok so my partner and I started a new business together and I was using Joist which, for free, is a sweet app but I quickly realized that a serious business needed a serious software to help with logistics. Demo ensued and... Long story short our sales person was really cool and answered all of my difficult questions with ease. And trust me I am an office gorilla. And if you are trying to bamboozle me, well, I have those maternal instincts that can smell bamboozling a mile away. the program was easy to use and easy to learn. It has a real-time app that my tech in the field uses, it is partnered with zillow so the service address shows up with all the juicy details, bed/bathroom, sq ft, price it sold for . my tech uses the map function so he doesn't have to call me for directions. you can search specific date ranges and tag customers with specific tags for ROI data. It keeps a graph display dashboard of all the business vitals. Unlike other programs this one lets you pick the level you want to pay and for more you can get extra services. the lowest level still gives you plenty to run a successful business. I LOVE house call Sparky, the virtual text concierge, that reminds clients when their appointment is, confirms appt, tells them when the tech is en route and when a job is finished. There is a pay online feature, a "bill to separate address" feature, and the customer service is the BEST I've ever dealt with. they even take suggestions.

Cons

when you use the payment box to run a credit card it pops up in the center of the screen and you cant move it to see what the billing zip is on the screen below it.
I don't know if it's me but sometimes it takes a few seconds longer than I like to load between screens. There might be a toggle feature I am missing.
I work hard and I expect my technology to do the same.
I would like to see a little more flexibility in the price list feature. It should operate faster with the line item selection. If I pick something I know is in our saved price list it takes a minute for it to populate the selection box.
When you are inputting the prices of line items by hand the cursor goes to weird places in the price. drives me bonkers