Housecall Pro

Avis clients sur Housecall Pro

par Housecall Pro

Couldn't survive without Housecall Pro

Publié le 25/05/2019
Sean T.
Owner
Eau/gaz/électricité, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Housecall Pro streamlines my entire customer interaction. The software maintains my customer database, and my customer history. Housecall Pro handles all my scheduling. Housecall Pro sends reminder emails to my customers and makes it easy to notify my customers as to my location on the day of service. Housecall Pro handles my invoices and makes it easy to collect payment. After the work is complete, Housecall Pro sends follow-up emails to my customers to help maintain customer loyalty. Housecall Pro also integrates with Quickbooks making my bookkeeping a breeze. Housecall Pro makes owning a business so easy!

Avantages: I LOVE this software! It does absolutely everything for me and makes it so easy for me to run the behind the scenes part of my business. Housecall Pro is super easy to use, the app interface is very clean, and it totally streamlines my interaction with the customer from their first phone call, through to the completion of the job, and beyond. Housecall Pro makes every part of my carpet cleaning business so much more efficient.

Inconvénients: I wish that the user had greater control in customizing messages that are sent to their customers. For instance, Housecall Pro sends a text and an email asking for a Google review and a review on Housecall Pro when the work is complete, but I have little control over the content/message of that communication. Another example is that I have little control over the content of the "On My Way", or the "Job Finished" texts that get sent to my customers on the day of their appointments. I would love to be able to send more personalized messages to my customers, so that they seem less generic and bland.

Great Software for Residential Service

Publié le 06/12/2019
Chase C.
Owner
Eau/gaz/électricité, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: HCP handles a lot of my business for me. It even has online booking features.

Avantages: Many things. I like the payment options I can give to clients, the calendar sync, estimates, postcard integration, support systems etc.

Inconvénients: Sometimes it takes a while to load on the customer's end so they think it’s not working. I think it’s just because it’s encrypted though.

Réponse de l'éditeur

envoyé par Housecall Pro le 26/12/2019

Thanks for the loyalty and 5-star review, Chase! And glad to hear you are taking advantage of online booking. Did you know that more than 1/3 of homeowners want to book service appointments online? Great that you are not missing these important folks.

Great Software

Publié le 14/02/2020
Douglas D.
Owner
Services aux consommateurs, 2-10 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: It took me through my first year in business by allowing me to spend more of my time finding customers and talking with my customers before and after a repair rather than fighting the software. HCP made it a smooth experience for me.

Avantages: I like the fact that i can schedule my customers, take payment and share its information with quickbooks

Inconvénients: I would like it cover my parts better in a way i can get a complete breakdown of the cost of parts and profit. There is no way to inventory your parts.

Housecall Pro - ALMOST the best home services software on the market

Publié le 15/11/2019
Jason E.
owner
Construction, 2-10 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
3/5
Facilité d'utilisation
4/5
Fonctionnalités
2/5
Support client
3/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Initially very good upon onboarding. As soon as we were up and running we were asked to join a few other programs they offered which were beneficial to us and due to the initial
low price we were happy to add these on.
As far as functionality, the system is great for home services companies with features like "on my way" texting and emails as well as processing for payments and online booking. Implementation by the company was our issue. The features were great but many were buggy and did not work well together.

Avantages: Housecall Pro has a robust amount of features in an affordable package.
The main interface is fairly easy to use
Dedicated online fan base on Facebook that is a ton of help

Inconvénients: No official support phone line from the company. They utilize a chat bubble on their website for support and have little to no way of escalating a problem to speak with someone. The implementation of new features comes fast and furious. The features are not always perfected before implementation and are buggy

Réponse de l'éditeur

envoyé par Housecall Pro le 26/12/2019

Thanks for your loyalty and the 4-star review, Jason. We are constantly making improvements to the platform and launching new features. Our chat bubble is able to handle many of our customer's questions, but we have recently launched some packages that come with dedicated phone support for those who prefer that. Please take a look and let us know if you would be interested in one!

Missing Key Features. Look Elsewhere.

Publié le 28/01/2020
Chris M.
Owner
Services aux consommateurs, Auto-entrepreneur
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
2/5
Note globale
1/5
Facilité d'utilisation
2/5
Fonctionnalités
3/5
Support client
2/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Don't pull the trigger yet. It doesn't do what you will need and want it to. Keep searching for better options. This does the job that quickbooks doesn't... scheduling, but this software could be so much better if the software developers actually ran a service business and used this in front of customers. I'm sure that by the 5th time they had to type their contact info into the body of an email before they sent an invoice, they would add the functionality to be able to customize the default. If they had to go through every day and send out their payment reminders, they would add automatic functionality (like Quickbooks did). My overall impression and experience is that they made their software, now they are going to sell it. Now that they've sold it, they are gonna raise the price (253% if I want to continue be able to send "on my way" messages). Sure, they have done some bug fixes, but they have pretty much stopped adding features and functionality to the software.

Avantages: 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.

Inconvénients: 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.

Best Office Software

Publié le 28/10/2019
Elizabeth B.
owner
Génie mécanique ou industriel, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Scheduling, payments being received at the time of the sale.

Avantages: Ease of use. Easy to setup. Loved that my techs could see the customers home so as they wouldn't install ac in the wrong house.

Inconvénients: Loved it all. The only thing on an estimate being sent to the customer from the office. I forget to un check notify customer. They think i am on my way to their home and I am only sending a estimate.

Réponse de l'éditeur

envoyé par Housecall Pro le 26/12/2019

Thanks for your loyalty and the great 5-star review, Elizabeth! Glad you are enjoying the ease of use and value of our payments product! We are constantly making improvements to the platform and launching new features. Looking forward to providing you with even more value in 2020!

Housecall Pro is a lifesaver

Publié le 03/12/2019
Jon S.
Office Manager
Construction, 13-50 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
5/5
Facilité d'utilisation
4/5
Fonctionnalités
5/5
Support client
4/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Communication is key when selling jobs after an estimate., Housecall sends our customers updates on when the estimator will arrive, when the proposal of price has been submitted, and even allows constant communication between customer and business

Avantages: Housecall Pro makes the communication between company and customer seamless and easy. The best part of Housecall Pro is the ability to speak with your customer within the app. No phone number needed.

Inconvénients: Housecall Pro has many great features. One of the only negatives regarding this application is the GPS/Map feature. We have noticed a few times that the maps are not updated an can lead to confusion when traveling to the customers location.

Réponse de l'éditeur

envoyé par Housecall Pro le 26/12/2019

Thanks for the great review Jon! We are glad you are enjoying how easy we make it to communicate with customers and provide them with amazing service. We are continuing to make improvements to our GPS/Mapping features so hopefully we will exceed your expectations there as well in the near future.

Housecall Pro - CRM but more than that

Publié le 11/12/2019
Utilisateur vérifié
Project Manager
Construction, 2-10 employés
Temps d'utilisation du produit: Essai gratuit
Provenance de l'utilisateur 
5/5
Note globale
4/5
Facilité d'utilisation
4/5
Fonctionnalités
Support client
4/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: My overall experience with Housecall Pro was good. I used it for the 14day trial and used some of the features but not enough of them to warrant the purchase of the software.

Avantages: What I liked the most about Housecall Pro was the fact that it was a very robust program. By that, what I mean is it is an all in 1 program. It has features to send out emails to clients to advise when your team has arrived on-site and work has started, you can even send a picture of the tech that will be there. Great features and pretty simple to use.

Inconvénients: What I liked the lease about Housecall Pro are the fees. While my team was able to take advantage of some of the features, there were many that we did not utilize. If there were an option for a lite version with reduced fees and features I would look into it.

Réponse de l'éditeur

envoyé par Housecall Pro le 26/12/2019

Thanks for the 5-star review. We are continuously adding new features and functionality to provide exceptional value to our customers for the price. In the last year we have introduced a ton of new features. We hope you will consider trialing us again in the future.

Housecall pro is making my job easily

Publié le 13/11/2019
Mati U.
Student
Fabrication électrique/électronique, Auto-entrepreneur
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: My overall experiences about housecall pro is very much better because i am still using this software since 2017.i am suggesting to my colleagues about this software everyday and they are very happy to use it.

Avantages: The mostly i like about this software is that it connect us with our company owner/partner very easily directly instead of manually.

Inconvénients: There is nothing that i like least like about this software because it is working very perfectly.I don’t think that there will be something.

Réponse de l'éditeur

envoyé par Housecall Pro le 26/12/2019

Thanks for your loyalty and great 5-star review Mati! We are constantly making improvements to the platform and launching new features. Looking forward to providing you with even more value in 2020!

Make life easier

Publié le 17/11/2019
Robert M.
Service technician
Construction, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: Ease of use, able to view previous invoices and pictures

Inconvénients: The app itself is slow, maybe a better menu

Réponse de l'éditeur

envoyé par Housecall Pro le 26/12/2019

Thanks for your loyalty and the great 5-star review, Robert. We are constantly making improvements to the platform and launching new features. Looking forward to providing you with even more value in 2020!

Housecall Pro Getting Better With Age.

Publié le 24/09/2019
Brian E.
President
Construction, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Great Product

Publié le 23/09/2019
Jennifer D.
Office Manager
Génie mécanique ou industriel, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: MY overall experience has been great, whenever i need customer service they are available and always helpful via chat or phone call

Avantages: 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.

Inconvénients: 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

HCP listens

Publié le 20/09/2019
Ben H.
Founder
Eau/gaz/électricité, 13-50 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
4/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Why House Call Pro

Publié le 21/09/2019
William K.
Owner/Piano Technician
Musique, Auto-entrepreneur
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

House call review

Publié le 20/09/2019
Barry C.
Owner
Urbanisme et architecture, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
4/5
Facilité d'utilisation
4/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: 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.

Inconvénients: 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.

Clients LOVE it!

Publié le 13/09/2019
Boo T.
Owner
Fabrication électrique/électronique, 2-10 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
5/5
Facilité d'utilisation
4/5
Fonctionnalités
3/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: I love that it talks to quick books, but sometimes there are glitches that my book keeper can't figure out without an HCP rep. I love how easy it is to use on my phone.

Avantages: The feedback I get from clients is that they love the professionalism of the software, the easy ways to communicate, the online booking option, the automated 'on my way' text and paying online. What I like is how easy it is to look at. I know other software have more options, but sometimes less is more. You can get lost in all the functions and it makes it harder to use. I don't need a lot of the other features that other software offers. I need software that is quick and easy to use (and hard to screw up). The way everything is set up makes each page easy to look at, therefore, easy to navigate and use.

Inconvénients: I don't like that I can't call someone to help me figure something out. I don't like that the invoice number is not the same as the estimate number and sometimes it can be tricky to keep them the same. I wish there was an automated function to send an invoice for the deposit once someone approves an estimate. Another thing that would be helpful is if people can schedule an estimate online, not just a job. I know I can convert jobs to estimate, but numbering can get tricky. One more thing. It would be helpful if on the app, you can see the invoice number right on the calendar or when you open up the job. I'm in metal warehouses a lot buying material and I have to select the invoice button just to see the invoice number and reception is bad. My way around it has been putting the invoice number in the notes, but that's obnoxious.

Gets easier to use and better everyday. Support from the company is amazing, they are alway evolving

Publié le 30/08/2019
Roger T.
President
Fabrication électrique/électronique, 2-10 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
5/5
Facilité d'utilisation
4/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: HCP is giving me time to market and feels like a partner or mentor to our continued growth and success.

Avantages: 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.

Inconvénients: 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.

Makes my job so much easier!

Publié le 28/08/2019
Kathryn S.
HVAC Dispatcher
Services aux consommateurs, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
4/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Before Housecall Pro, my previous employer had stacks of paper invoices she was trying to collect on and manually texting out service calls to each of her in-field technicians EVERY DAY.
I was hired specifically to help implement an easier way to operate her small but growing HVAC company.
I started research on the different software available and even trialed two before I came across Housecall Pro. One week after implementing and training our technicians we saw a significant improvement in communication between staff and customers as well as collecting on invoices. I was so pleased with Housecall Pro I recommended it to a family member who also has an HVAC company out of Phoenix. I now work remotely for him and cannot be more thrilled that I am again working with Housecall Pro. Thank you for such awesome customer service and a great overall product. This software was perfect for the small service-based business's I have had the pleasure to work with.

Avantages: 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.

Inconvénients: 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.

A review of Housecall Pro CRM

Publié le 28/08/2019
Mike M.
Office Manager
Construction, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
5/5
Facilité d'utilisation
4/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: It is much easier to look up phone numbers, addresses, and prior work orders within Housecall Pro vs. our former manual paper system. Also a good feature HC Pro provides is the ability to collect payments in the field which is probably more accurate and faster than other methods.

Avantages: 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.

Inconvénients: 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.

Common Sense Approach to Managing your Clients and Employees!

Publié le 20/08/2019
Christina S.
Office Manager/ Accounting
Construction, 2-10 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
4/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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!

Avantages: 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!

Inconvénients: 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)

Plumbing Dispatch Friendly

Publié le 20/08/2019
Jaime L.
VP, Sec, Office Manager, owner
Construction, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
5/5
Note globale
4/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
4/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: 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!

Inconvénients: 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.

The best service management software for small to medium service companies.

Publié le 01/05/2019
Wayne W.
Owner
Services aux consommateurs, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: 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

Inconvénients: 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.

My HCP experience

Publié le 11/10/2018
Julie S.
Business Manager/Owner
Services aux consommateurs, 2-10 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
4/5
Facilité d'utilisation
4/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

HOUSE CALL PRO

Publié le 16/08/2018
Denise H.
Office Manager
Construction, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
4/5
Facilité d'utilisation
4/5
Fonctionnalités
5/5
Support client
4/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

This software changed my life and kept my relationship together!

Publié le 04/05/2018
Julie H.
owner/admin
Construction, Auto-entrepreneur
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
5/5
Note globale
3/5
Facilité d'utilisation
3/5
Fonctionnalités
Support client
4/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: it makes my job way easier AND we were able to have a paperless office.

Avantages: 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.

Inconvénients: 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