Housecall Pro

Housecall Pro

Field Service Management App

4.7/5 (1784 opiniones)

Información general sobre Housecall Pro

Housecall Pro supports professionals with all aspects of their daily workflow, including: job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. It is also fully integrated with access to the Housecall consumer booking app.

Housecall Pro is a full-service tool that enables service professionals to run their entire business on their smartphone and complimentary web portal. The app is offered at a competitive low cost and supports service professionals with all aspects of their workflow, including: job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. It is also fully integrated with access to the Housecall consumer booking app.

Housecall Pro levels the playing field by arming small businesses with high-tech tools at the most competitive low cost to better compete in the marketplace and is ideal for businesses with 1 to 30 employees. It saves time, money and provides a customer remarketing tool that has strong potential to, on average, double the number of jobs for the service professional. With over 30+ vertical offerings for home service needs, Housecall Pro is the easiest way to take control and organize a business.

This all-in-one tool allows professionals to offer their customers something their competitors are not able to. Housecall Pro allows businesses to move away from pen & paper to digital, streamlining their workflow and operations. Best of all, it's affordable and it even assists in helping small businesses transfer and import their existing client database with ease.

Precio

A partir de
39,00 US$/mes
Opciones de precios
Prueba gratis
Gratis
Suscripción
Relación calidad-precio

Dispositivos

Tamaño de la empresa

P
M
G

Disponible en los países siguientes

Canadá, Estados Unidos

Idiomas admitidos

Inglés

Reseñas de Housecall Pro

Calificación general
4.7/5
96% reseñas positivas
1410
Excelente
306
Muy bien
41
Media
16
Mediocre
11
Horrible
Christina S.
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Common Sense Approach to Managing your Clients and Employees!

Software usado A diario durante Más de un año
Revisado el 20/8/2019
Fuente de la reseña: Capterra

Sometimes, using multiple software applications, to try and get one job done can be frustrating. Not so with HouseCall Pro. The customer service over chat is so quick and easy, as well as the "tips and troubleshooting" search -- any problems I am having are usually "self-generated." LOL!

Puntos a favor

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!

Puntos en contra

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)

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

10.0/10
Jaime L.
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Plumbing Dispatch Friendly

Software usado A diario durante 1-5 meses
Revisado el 20/8/2019
Fuente de la reseña: Capterra

Puntos a favor

I no longer have to fill out work orders or contantly update customers with arrival times and scheduling. The app does it for us! It's saved me a lot of time so I can focus on other aspects of our business and has pleased our customers greatly! It's showing from the increase of reviews! The ability to link to Google and QBO are two of the best features as well as the time I save on the phone with customers playing call tag, etc. In plumbing, we are able to edit the blocks of time for unexpected repairs that come up and prevent overbooking and add segments for ongoing WIP jobs. HCP has made my work streamlined from the start!

Puntos en contra

There are a few features I wish that are available but that doesn't mean they won't be in the near future with their hard working support team. A subtotal line is desperately needed. I wish I got emails when my customers do so I can quickly reference what and when I sent it. Segment options for estimates would be nice since at this point you can only select one of multiple estimates. A drop down list of customers when searching for one would save me some time. Some customers have difficult spelling of names so to be able to type the first and second letter and have it bring up the customer list would be a huge help without having to press enter.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

10.0/10
Wayne W.
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The best service management software for small to medium service companies.

Software usado A diario durante Más de dos años
Revisado el 1/5/2019
Fuente de la reseña: Capterra

Puntos a favor

Housecall pro was designed with the most important things to be successful in business in mind. They are constantly improving the software, and have estabilshed a community that you can tap into to become a better business. They listen to their users and are proactive. And the mobile version works great!
I have Housecall pro fully integrated with Quickbooks Online, offer integrated online booking, offer service agreements, and impress customers with the automated texts and emails. I originally spent I don't know how many hours looking for the right software, trying to figure out what they all actually did, and tried several different programs. I even switched to another software after using Housecall for a year because I thought they were not going to develop their service agreement capabilities, but that

Puntos en contra

Over the past two years, there have been several issues for which I have needed to use a work around, but most of those issues have been, or are being addressed. Currently the most inconvenient issue is a somewhat clunky estimate process, and the inability to create multi-option estimates from the mobile app, but they are working to solve that issue.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

10.0/10
Julie S.
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My HCP experience

Software usado A diario durante Más de un año
Revisado el 11/10/2018
Fuente de la reseña: Capterra

HCP has brought our business to the next level. We have been using the software for two years and have a very basic plan. Before HCP, we were keeping our appointments in a spiral calendar and customer information was difficult to maintain. With HCP, we have been able to better track our customer activity and history. One of the newer features that I find interesting is the lifetime value of the customer. This is giving us some insight into how much revenue our customers generate. I am considering upgrading to the next level of HCP to begin accessing some of the marketing tools that HCP promotes.

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

9.0/10
Denise H.
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HOUSE CALL PRO

Software usado A diario durante Más de dos años
Revisado el 16/8/2018
Fuente de la reseña: Capterra

I like HouseCall Pro very much on the desk top version and would definitely recommend the program to others. I would not recommend the mobile version at this point only because of the issues I have stated. I hope that in time the mobile version will catch up to the desk top version for the ADMIN to be able to conduct business whether in the field or in the office.

Puntos a favor

I like the way house call works on the desk top. It is quick and easy for me to do all my daily tasks as it pertains to each individual project I have going on. It is pretty easy to navigate through. The system allows me to keep all projects organize even if we have to go back out on more then one occasion.

Puntos en contra

I don't like how difficult it is to search on the desk top version for a particle project. It would make it quicker and simpler to have a "1" step process to look up any project by address or contractor name. Too many steps and difficult right now to find what I am looking for.

The mobile version needs to be simpler for the ADMIN to be able to use. If I am away from the office I can only see my projects, not ALL. I need to be able to see all as the ADMIN in order to conduct business when I am away from my desk and office. Our business requires putting in the home owner address which is not the contractor's address on file. When I try to schedule a job in the field on the mobile version I can never put in the address of the home owner which is where I need my employee to go.(NOT THE CONTRACTOR OFFICE) I have to always put it in the notes and take an extra step to tell the employee address is in the notes instead of where it should be. This makes it very difficult to work with and dispatch my employee to the correct address.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

8.0/10

Precios de Housecall Pro

A partir de
39,00 US$/mes
Opciones de precios
Prueba gratis
Gratis
Suscripción
Relación calidad-precio

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

Funciones de Housecall Pro

  • Auditoría
  • Creación de informes en tiempo real
  • Datos en tiempo real
  • Gestión de facturas
  • Gestión de flujos de trabajo
  • Integración de terceros
  • Notificaciones automáticas
  • Panel de actividades
  • Registro de auditoría
  • Seguimiento de actividades

  • API
  • Almacenamiento de documentos
  • Campos personalizables
  • Creación de informes personalizables
  • Creación de informes y estadísticas
  • Gestión de inventarios
  • Gestión de la conformidad
  • Importación y exportación de datos
  • Seguimiento de inventario
  • Supervisión

Más información sobre Housecall Pro

Funciones principales de Housecall Pro

  • Access control
  • Accounting integration
  • Activity dashboard
  • Activity management
  • Activity tracking
  • Alerts / escalation
  • Appointment reminders
  • Assignment management
  • Audit trail
  • Auditing
  • Auto-responders
  • Automatic backup
  • Automatic notifications
  • Automatic reminders
  • Availability indicator
  • Bank reconciliation
  • Billing & invoicing
  • Business analysis
  • Calendar management
  • Calendar sync with Google
  • Charting
  • Chat
  • Client portal
  • Communication management
  • Contact database
  • Contact history
  • Content filtering
  • Credit card integration
  • Credit card processing
  • Custom SMS notifications
  • Custom forms
  • Customer accounts
  • Customer database
  • Customer history
  • Customer history
  • Customer postcard marketing
  • Customer tagging
  • Customizable templates
  • Dashboard with business stats
  • Data extraction
  • Data filtering
  • Data import
  • Data visualization
  • Dispatch management
  • Drag & drop interface
  • Drip email marketing
  • Electronic payments
  • Electronic signature capture
  • Email integration
  • Email marketing automation
  • Email notifications
  • Email receipts
  • Email tracking
  • Employee database
  • Employee management
  • Employee portal
  • Estimating
  • Event calendar
  • GPS
  • GPS & time tracking
  • Geographic maps
  • Google calendar integration
  • History tracking
  • Instapay
  • Invoice management
  • Job costing
  • Job management
  • Job scheduling
  • Job tracking
  • Mobile alerts
  • Mobile integration
  • Mobile signature capture
  • Multi-location
  • Online booking
  • Partial payments
  • Payment processing
  • Progress tracking
  • Project notes
  • QuickBooks integration
  • Quote management
  • Real time data
  • Real time monitoring
  • Real time notifications
  • Real time reporting
  • Real time updates
  • Receiving
  • Recurring jobs
  • Referral tracking
  • SLA management
  • SMS integration
  • SSL security
  • Sales tax management
  • Search functionality
  • Secure data storage
  • Status tracking
  • Subcontractor management
  • Summary reports
  • Technician management
  • Third party integration
  • Time & expense tracking
  • Tracking features
  • User activity monitoring
  • Work Order management
  • Work history
  • Workflow management

Beneficios

  • Housecall Pro delivers premium features packaged in an extremely easy to use interface on mobile and web.
  • What separates Housecall Pro from the rest is its seamless user experience-driven look and feel.
  • Even for the most technologically adverse individuals, Housecall Pro makes it easy to digitize and mobilize a business.
  • Supports apps for iOS, Android, and web, giving users the flexibility to work on the go.
  • Provides users with a dashboard complete with business stats, enabling users to gain actionable insight into business performance.

  • Análisis de GetApp

    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.

    HouseCall Pro integrates with the HouseCall booking app. When a customer books a job with your company via the app, you automatically get notified.

    ¿Qué es Housecall Pro?

    Managing a field service operation can be tricky, considering lost or misplaced job orders, quotes or estimates not equivalent to the actual job scope, and field technicians trapped in traffic or stalled by a vehicle mishap, among others. There’s also the paperwork to contend with at the end of the day so clients send their payments on time.

    HouseCall Pro is a business management solution for companies engaged in home and field services. It’s an end-to-end automation platform that takes care of your entire workflow – from job scheduling to dispatch, from customer management to quotes and payment processing. It keeps paperwork to a minimum and helps you focus on growing your business instead of chasing non-paying customers.

    HouseCall Pro lets you manage every aspect of your service business using your smartphone or a web portal.

    Características principales de Housecall Pro

    Scheduling and Dispatch

    When a customer books a job order with your company via the HouseCall app, you’re immediately notified. The booking app allows them to send you photos of the job site to illustrate the service they need done. This, in turn, lets you accurately estimate the job’s cost. All booked jobs are stored in Google Calendar, which you can check anytime via HouseCall Pro for daily, weekly, or monthly schedules.

    If you work with other fieldworkers, the dispatch and scheduling feature allows you to assign jobs to available technicians in a just few clicks. Job details are sent to them, and last-minute updates can be pushed to their devices in real time. No more texting, emailing, or calling just so everyone’s on the same page.

    HouseCall Pro also has a GPS functionality that lets you schedule urgent work orders based on a technician’s proximity to a customer’s location. Live maps enable fieldworkers to save on travel time and fuel costs.

    Jobs assigned to field personnel show up in your schedule calendar.

    Customer Management

    Contacting a customer while not tracking the jobs you’ve completed for them can easily turn into an embarrassing situation for you and a frustrating experience for them.

    With HouseCall Pro, customer records, jobs, invoices, and communications are stored in your private cloud, making it easy to manage your customer database and keep track of job histories. Tags can be used to organize the database and make searches faster.

    HouseCall Pro conveniently stores customer records and job details in one location for easy reference.

    Invoicing and Payment Processing

    When a job is marked as complete, HouseCall Pro lets you send automated email invoices straight from your phone. Customers can then pay by credit card online or send payment via other methods your business supports such as cash, through a collection facility, bank transfers, and so on.

    It also allows you to process payments at a flat rate of 2.69% + $0.30 while on site. Simply key in or scan the customer’s debit/credit card and capture their e-signature. HouseCall Pro integrates with QuickBooks Online to simplify your accounting processes.

    Payments can be processed on site by scanning or keying in the customer's debit/credit card.

    Postcard Marketing and Email Remarketing

    To keep you top of mind with your customers, HouseCall Pro’s postcard marketing feature enables you to send custom postcards at $0.65 apiece, while “thank you” and reminder emails come at no cost.

    You can also attract new customers by getting your business featured on a HouseCall consumer marketplace in your chosen service area. The review system can work to your advantage because people who post reviews are real customers.

    HouseCall Pro allows you to send customers personalized postcards.

    Messaging and Communication

    HouseCall Pro’s built-in messaging system allows you to communicate with customers and with staff on site. A customer can ask for a quote and attach photos of the job. They get notified for each job order that’s booked and confirmed. OMW alerts are sent to them the moment their technician pushes the On My Way button on his/her phone. They also automatically receive invoices via email for completed jobs, as well as reminders and “thank you” emails.

    Dispatch admins can send updates to technicians any time, and fieldworkers can message the home office if any problems arise on the job site or while on their way to the site.

    The in-app messaging system lets you communicate with customers and your staff on site.

    Integraciones con Housecall Pro

    HouseCall Pro carries ready-made integrations with QuickBooks Online and Google Calendar.

    Precios de Housecall Pro

    HouseCall Pro offers three subscription plans: Free, Grow, and Manage. Free includes baseline features and if for user. Grow costs $69 per month on a bi-annual subscription basis and accommodates up to ten users. Manage costs $175 per month and is for an unlimited number of users.

    All plans include features such as apps for iOS and Android devices, and the web, real-time dispatching, QuickBooks Online and Google Calendar integration, GPS vehicle tracking, and a customer booking app. Grow and Manage plans have an additional one-time setup fee of $99.

    For Enterprise features, additional information can be obtained by calling the HouseCall Pro sales department.

    Housecall Pro - Resumen

    • All-in-one field service management tool that covers tasks such as scheduling and dispatching, GPS tracking, invoicing, payment processing, and more
    • Mobile app that technicians can take to job sites for up-to-date job details
    • Marketing feature that lets you send customized cards and keep you top of mind with customers
    • E-signature functionality to easily capture customer signatures
    • Includes apps for the web, Androids, and iOS devices

    Preguntas frecuentes sobre Housecall Pro

    He aquí algunas preguntas frecuentes sobre Housecall Pro.

    P. ¿Qué tipo de planes de precios ofrece Housecall Pro?

    Housecall Pro ofrece los siguientes planes de precios:

    A partir de: 39,00 US$/mes

    Modelo de precios: Gratis, Suscripción

    Prueba gratis: Disponible

    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

    P. ¿Cuáles son las características principales de Housecall Pro?

    Housecall Pro ofrece las siguientes características:

    • Access control
    • Accounting integration
    • Activity dashboard
    • Activity management
    • Activity tracking
    • Alerts / escalation
    • Appointment reminders
    • Assignment management
    • Audit trail
    • Auditing
    • Auto-responders
    • Automatic backup
    • Automatic notifications
    • Automatic reminders
    • Availability indicator
    • Bank reconciliation
    • Billing & invoicing
    • Business analysis
    • Calendar management
    • Calendar sync with Google
    • Charting
    • Chat
    • Client portal
    • Communication management
    • Contact database
    • Contact history
    • Content filtering
    • Credit card integration
    • Credit card processing
    • Custom SMS notifications
    • Custom forms
    • Customer accounts
    • Customer database
    • Customer history
    • Customer history
    • Customer postcard marketing
    • Customer tagging
    • Customizable templates
    • Dashboard with business stats
    • Data extraction
    • Data filtering
    • Data import
    • Data visualization
    • Dispatch management
    • Drag & drop interface
    • Drip email marketing
    • Electronic payments
    • Electronic signature capture
    • Email integration
    • Email marketing automation
    • Email notifications
    • Email receipts
    • Email tracking
    • Employee database
    • Employee management
    • Employee portal
    • Estimating
    • Event calendar
    • GPS
    • GPS & time tracking
    • Geographic maps
    • Google calendar integration
    • History tracking
    • Instapay
    • Invoice management
    • Job costing
    • Job management
    • Job scheduling
    • Job tracking
    • Mobile alerts
    • Mobile integration
    • Mobile signature capture
    • Multi-location
    • Online booking
    • Partial payments
    • Payment processing
    • Progress tracking
    • Project notes
    • QuickBooks integration
    • Quote management
    • Real time data
    • Real time monitoring
    • Real time notifications
    • Real time reporting
    • Real time updates
    • Receiving
    • Recurring jobs
    • Referral tracking
    • SLA management
    • SMS integration
    • SSL security
    • Sales tax management
    • Search functionality
    • Secure data storage
    • Status tracking
    • Subcontractor management
    • Summary reports
    • Technician management
    • Third party integration
    • Time & expense tracking
    • Tracking features
    • User activity monitoring
    • Work Order management
    • Work history
    • Workflow management

    P. ¿Quiénes son los usuarios habituales de Housecall Pro?

    Los clientes habituales de Housecall Pro son:

    Trabajadores autónomos, Empresas medianas, Empresas pequeñas

    P. ¿Qué idiomas admite Housecall Pro?

    Housecall Pro admite los siguientes idiomas:

    Inglés

    P. ¿Qué tipo de planes de precios ofrece Housecall Pro?

    Housecall Pro cuenta con los siguientes planes de precios:

    Gratis, Suscripción

    P. ¿Housecall Pro es compatible con dispositivos móviles?

    Housecall Pro admite los siguientes dispositivos:

    Android, iPhone

    P. ¿Con qué otras aplicaciones se integra Housecall Pro?

    Housecall Pro se integra con las siguientes aplicaciones:

    Facebook, Mailchimp, Mixpanel, NiceJob, QuickBooks, QuickBooks Online, QuickBooks Online, SendGrid, Stripe, Twilio Communications Cloud

    P. ¿Qué tipo de asistencia ofrece Housecall Pro?

    Housecall Pro ofrece las siguientes opciones de asistencia:

    Foro, Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo