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Housecall Pro vs Visual Planning Comparison
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Overview
Housecall Pro is a full-suite tool that enables service professionals to run their entire business from their smartphone...
Visual Planning is a resource planning and scheduling software that empowers users to create, manage and update their schedules...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
Starting from
59
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
55
/user
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
Pros
Hien N.
Marketing Project Manager
Cons
Cons
ana n.
Sales associate
Key features
- Total features144
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Agile Methodologies
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Attendance Management
- Attendance Tracking
- Audit Trail
- Automated Scheduling
- Automatic Backup
- Availability Management
- Bank Reconciliation
- Bid Management
- Billing & Invoicing
- Booking Management
- Budget Management
- Budget Tracking
- CRM
- Calendar Management
- Calendar Sync
- Capacity Management
- Capacity Planning
- Change Management
- Change Order Management
- Charting
- Chat/Messaging
- Class Scheduling
- Client Database
- Client Management
- Client Portal
- Clinical Study Management
- Collaboration Tools
- Commenting/Notes
- Commercial
- Commercial/Industrial
- Communication Management
- Communications Management
- Compliance Management
- Confirmations/Reminders
- Contact Database
- Contact Management
- Content Management
- Contract/License Management
- Contractor Management
- Cost Estimating
- Cost Tracking
- Credit Card Processing
- Customer Accounts
- Customer Database
- Customer History
- Customer Management
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deadline Management
- Discount Management
- Discussions/Forums
- Dispatch Management
- Document Management
- Document Storage
- Double Data Entry
- Drag & Drop
- Due Date Tracking
- EMR/EHR
- Electronic Data Capture
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Reminders
- Employee Activity Monitoring
- Employee Database
- Employee Management
- Employee Scheduling
- Equipment Maintenance
- Equipment Tracking
- Estimating
- Event Scheduling
- Facility Scheduling
- File Management
- File Sharing
- File Storage
- Financial Management
- Fleet Management
- For AEC Industry
- For Carpet Cleaners
- For Commercial and/or Industrial Electrical Contractors
- For Field Service
- For HVAC Companies
- For Handyman Industry
- For Lawn Care
- For Locksmiths
- For Pest Control Companies
- For Plumbing Industry
- For Residential
- For Small Businesses
- Forecasting
- Fuel Management
- GPS
- Gantt/Timeline View
- Geographic Maps
- Group Scheduling
- Historical Reporting
- Idea Management
- Incident Reporting
- Inspection Management
- Interaction Tracking
- International Moves
- Inventory Management
- Inventory Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Issue Management
- Job Costing
- Job Management
- Job Scheduling
- Job Tracking
- Kanban Board
- Labor Rates
- Lead Management
- Live Chat
- Local Moves
- Location Tracking
- Maintenance Management
- Maintenance Scheduling
- Marketing Automation
- Material Requirements Planning
- Meeting Management
- Messaging
- Mileage Tracking
- Milestone Tracking
- Military/GSA Moves
- Mobile Access
- Mobile Alerts
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Monitoring
- Multi-Location
- Multiple Projects
- Offline Access
- Online Booking
- Online Invoicing
- Online Payments
- Online Time Clock
- Order Management
- Overtime Calculation
- Patient Management
- Patient Monitoring
- Payment Collection in the Field
- Payment Processing
- Percent-Complete Tracking
- Permit Management
- Planning Tools
- Portfolio Management
- Preventive Maintenance
- Price and Cost Calculations
- Prioritization
- Production Management
- Production Tracking
- Progress Tracking
- Project Billing
- Project Estimating
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Property Layouts
- Pull Planning
- Purchase Order Management
- Purchasing & Receiving
- QuickBooks Integration
- Quotes/Estimates
- RFI & Submittals
- Real Time Editing
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Real-time Scheduling
- Recurring Appointments
- Recurring Invoicing
- Recurring/Subscription Billing
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Rescheduling
- Resource Allocation & Planning
- Resource Management
- Resource Request
- Resource Scheduling
- Risk Management
- Room Booking
- Route History
- Route Optimization
- Routing
- SMS Messaging
- Sales Tax Management
- Schedule Distribution
- Scheduling
- Search/Filter
- Self Service Portal
- Service History
- Shift Swapping
- Sick Leave Tracking
- Single Sign On
- Skills Tracking
- Staff Calendar
- Status Tracking
- Subcontractor Management
- Supplier Management
- Tagging
- Takeoff
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Technician Management
- Template Management
- Testing/QA Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Off Requests
- Time Tracking
- Time Zone Tracking
- Timesheet Management
- To-Do List
- Traditional Methodologies
- Transportation Management
- Trial Design
- Utilization Reporting
- VIN Lookup
- Vacation/Leave Tracking
- Visualization
- What-if Analysis
- Work History
- Work Order Creation
- Work Order Management
- Workflow Management
- Total features202
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Agile Methodologies
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Attendance Management
- Attendance Tracking
- Audit Trail
- Automated Scheduling
- Automatic Backup
- Availability Management
- Bank Reconciliation
- Bid Management
- Billing & Invoicing
- Booking Management
- Budget Management
- Budget Tracking
- CRM
- Calendar Management
- Calendar Sync
- Capacity Management
- Capacity Planning
- Change Management
- Change Order Management
- Charting
- Chat/Messaging
- Class Scheduling
- Client Database
- Client Management
- Client Portal
- Clinical Study Management
- Collaboration Tools
- Commenting/Notes
- Commercial
- Commercial/Industrial
- Communication Management
- Communications Management
- Compliance Management
- Confirmations/Reminders
- Contact Database
- Contact Management
- Content Management
- Contract/License Management
- Contractor Management
- Cost Estimating
- Cost Tracking
- Credit Card Processing
- Customer Accounts
- Customer Database
- Customer History
- Customer Management
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deadline Management
- Discount Management
- Discussions/Forums
- Dispatch Management
- Document Management
- Document Storage
- Double Data Entry
- Drag & Drop
- Due Date Tracking
- EMR/EHR
- Electronic Data Capture
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Reminders
- Employee Activity Monitoring
- Employee Database
- Employee Management
- Employee Scheduling
- Equipment Maintenance
- Equipment Tracking
- Estimating
- Event Scheduling
- Facility Scheduling
- File Management
- File Sharing
- File Storage
- Financial Management
- Fleet Management
- For AEC Industry
- For Carpet Cleaners
- For Commercial and/or Industrial Electrical Contractors
- For Field Service
- For HVAC Companies
- For Handyman Industry
- For Lawn Care
- For Locksmiths
- For Pest Control Companies
- For Plumbing Industry
- For Residential
- For Small Businesses
- Forecasting
- Fuel Management
- GPS
- Gantt/Timeline View
- Geographic Maps
- Group Scheduling
- Historical Reporting
- Idea Management
- Incident Reporting
- Inspection Management
- Interaction Tracking
- International Moves
- Inventory Management
- Inventory Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Issue Management
- Job Costing
- Job Management
- Job Scheduling
- Job Tracking
- Kanban Board
- Labor Rates
- Lead Management
- Live Chat
- Local Moves
- Location Tracking
- Maintenance Management
- Maintenance Scheduling
- Marketing Automation
- Material Requirements Planning
- Meeting Management
- Messaging
- Mileage Tracking
- Milestone Tracking
- Military/GSA Moves
- Mobile Access
- Mobile Alerts
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Monitoring
- Multi-Location
- Multiple Projects
- Offline Access
- Online Booking
- Online Invoicing
- Online Payments
- Online Time Clock
- Order Management
- Overtime Calculation
- Patient Management
- Patient Monitoring
- Payment Collection in the Field
- Payment Processing
- Percent-Complete Tracking
- Permit Management
- Planning Tools
- Portfolio Management
- Preventive Maintenance
- Price and Cost Calculations
- Prioritization
- Production Management
- Production Tracking
- Progress Tracking
- Project Billing
- Project Estimating
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Property Layouts
- Pull Planning
- Purchase Order Management
- Purchasing & Receiving
- QuickBooks Integration
- Quotes/Estimates
- RFI & Submittals
- Real Time Editing
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Real-time Scheduling
- Recurring Appointments
- Recurring Invoicing
- Recurring/Subscription Billing
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Rescheduling
- Resource Allocation & Planning
- Resource Management
- Resource Request
- Resource Scheduling
- Risk Management
- Room Booking
- Route History
- Route Optimization
- Routing
- SMS Messaging
- Sales Tax Management
- Schedule Distribution
- Scheduling
- Search/Filter
- Self Service Portal
- Service History
- Shift Swapping
- Sick Leave Tracking
- Single Sign On
- Skills Tracking
- Staff Calendar
- Status Tracking
- Subcontractor Management
- Supplier Management
- Tagging
- Takeoff
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Technician Management
- Template Management
- Testing/QA Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Off Requests
- Time Tracking
- Time Zone Tracking
- Timesheet Management
- To-Do List
- Traditional Methodologies
- Transportation Management
- Trial Design
- Utilization Reporting
- VIN Lookup
- Vacation/Leave Tracking
- Visualization
- What-if Analysis
- Work History
- Work Order Creation
- Work Order Management
- Workflow Management
Integrations
- Total integrations31
- Dropbox Business
- Gmail
- Google Calendar
- Google Drive
- Mailchimp
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
- Total integrations11
- Dropbox Business
- Gmail
- Google Calendar
- Google Drive
- Mailchimp
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
Alternatives
Explore similar apps
User reviews that mention these apps
Cherie T.
Glass, Ceramics & Concrete, 1-10 employees
Used daily for less than 6 months
Review source
Share this review:
Ease to navigate, simple to understand and good visual layout
No search function to find a specific invoice. No function to disable the graph. Requires me to hide when program is opened each day
Jeff D.
Construction, 1-10 employees
Used daily for 1-2 years
Review source
Share this review:
Its very effective at the main tasks of running any sort of service to the home type business. We transitioned over from a much more complicated and expensive tool. This saved us time and money.
Its relatively straight forward to learn and use Support is there and effective to help you get whatever needed fixed (dont need to rely on a help search tool, its real people) Relatively inexpensive for a small business. Credit card processing is more cost effective than most banks.
Its a business planning and execution tool. It doesnt have provisions for bid planning or a recommended outside tool approach. The price jump as you go beyond 5 users is pretty steep and you cant go back once you cross that size, regardless if your business needs to contract seasonally or not.
Martin J.
Used daily for less than 6 months
Review source
Share this review:
Housecall Pro
Detailed info and record keeping helped resolve dispute! Everything set up for you. And not spent t
The amount of detail recording kept for my rocords and to provide detailed invoices for customer to see what they are spending money on
Not enough marketing help going on... I could keep my financial and planning myself yet the amount of time saved is very nice
William C.
Used daily for less than 6 months
Review source
Share this review:
The ease of use and well integrated planning in the steps from lead to final payment directly to QuickBooks
Not being able to easily add an attachment and send through the mobile app version and lack of integration with Google Drive.
Makayla G.
Consumer Services, 1-10 employees
Used daily for 1-2 years
Review source
Share this review:
Absolute game changer in my business, you have to get it now.
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.
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.
Hi Makayla, thank you for leaving us a kind review. We really appreciate your rating and value you greatly as a Housecall Pro.
Sarah B.
Utilities, 1-10 employees
Used daily for less than 6 months
Review source
Share this review:
It has streamlined our business in so many ways! We're now planning our work weeks out which makes our field team and customers very happy. We love that we'll be able to track our efficiency and the productivity of our team and really help us grow the business.
We have a lot of customers that are larger contractors so we have multiple jobs on the go at all times. Being able to have multiple contacts for one account that you can choose from and assign to specific jobs to receive text notifications would be a huge help.
Hi Sarah, thank you so much for taking the time to leave us a kind review. We really appreciate your rating and value you greatly as a Housecall Pro. Pro Advocate Team
Dalton L.
Environmental Services, 1-10 employees
Used daily for 6-12 months
Review source
Share this review:
I have been able to save hundreds of hours this year just by using Housecall Pro by not having to handwrite 100+ invoices every week, track who has/has not paid, and countless other things. One of the best things Housecall Pro has been able to provide me for my business is a next level professional look which words cannot describe how beneficial this is. I HIGHLY recommend Housecall Pro to any small business and even a large established business
- Electronic quotes/estimates, invoicing, scheduling, payments - Tracks just about everything I can think of such as win/loss ratio of jobs, gross income, etc - Great customer service in regards to answering any questions you may have - Provide a very-well & in-depth tutorial of software when first purchased - Always take into consideration any input i provide and new options to implement in their software - Much much more that I can not list
- They do not have everything I could ask for such as an email blast (but can integrate with one of the best email marketing services available) - No route-planning - No automated invoicing via phone (only email which most people do not check regularly) - Ive had a handful of other minor issues I've encountered while using this software but a support team member has almost always found an alternative solution for me
Rick P.
Construction, 11-50 employees
Used daily for 1-2 years
Review source
Share this review:
Our main purpose in trying HCP was to find a way that our field crews could easily take photos of each job and share them with the office. In the past each crew had been texting me photos all day long and it was my responsibility to then email them to myself and save them on the company server. That got old after about 4 hours. I saw that HCP would allow our crews to take photos with their phones,...
Easy to access from anywhere and easy to share information with team members.
It would be great if it made it easier to plan daily routes for drivers/crews. For example, being able to filter jobs on the map view by a certain day or range of days. Unfortunately, I had to use Google Maps in addition to HCP to accomplish this.
Charlie M.
Environmental Services, 1-10 employees
Used daily for less than 6 months
Review source
Share this review:
With HouseCall Pro I have managed to dedicate a few days of setup in order to make my day to day business run much easier and fully Automated On-The-Go. No paperwork left to do at the end of the day can be a huge impact for any business that operates a mobile service. The main Dashboard shows all your stats with insights that will help any business reach their goals much quicker than ever before. Another...
The software has all the most important features required for most small & larger mobile service businesses to benefit quickly and grow. It is especially great for implementing full-automation and integrations of many things like, Electronic-Invoicing, Text-Notifications, Emails, Scheduling, Online-Pay, Mobile-Friendly, Google-Apps, and much more!
Not many Cons at all. Maybe a little further development for minor improvements.
Sarah J.
Review source
Share this review:
Visual Planning
Using this software is easy to use, and a huge time saver for us.
With this system we have been able to collate real time information on the allocation of resources, as well as the progress of staff through their training programme. We have been able to use the data to implement changes that can accommodate the ever changing needs of business. We have been able to identify trends, which enables is to plan pro-actively. It has also save a lot of time when planning and reporting on activities with the department.
No pros were added to this review
No cons were added to this review
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