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.
Contacting a customer while not tracking the jobs you’ve completed for them can easily turn into an embarrassing situation for you and a frustrating experience for them.
With HouseCall Pro, customer records, jobs, invoices, and communications are stored in your private cloud, making it easy to manage your customer database and keep track of job histories. Tags can be used to organize the database and make searches faster.
When a job is marked as complete, HouseCall Pro lets you send automated email invoices straight from your phone. Customers can then pay by credit card online or send payment via other methods your business supports such as cash, through a collection facility, bank transfers, and so on.
It also allows you to process payments at a flat rate of 2.69% + $0.30 while on site. Simply key in or scan the customer’s debit/credit card and capture their e-signature. HouseCall Pro integrates with QuickBooks Online to simplify your accounting processes.
Payments can be processed on site by scanning or keying in the customer's debit/credit card.
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.
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.
Most popular features of all Operations Management apps
Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.
25 reviewers had the following to say about Housecall Pro's features:
Integration to our accounting, no more double entries! Real time reporting and time management!
They support they provide appears so far to be second to none! This is one of the biggest things I've noticed, and that has kept my interest in the product as well.
Pros
HCP has the important features I needed with a very simple UI and is packed full of integrations for any specific needs.
Cons
They are still somewhat in the early stages of development and hopefully in time will offer things such as inventory management, automate employee time tracking etc.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Ultimate control of assets and time management and job efficiency
Pros
Accessing customer history (jobs/invoices), QuickBooks integration, mobile management and now even greater control from the field with the iPad use update!
Cons
Needs to have job pause and follow up options on the time status section to track multiple job site visits and needs customizable job note section to add Parts/Materials needed and used, etc...
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Streamlines many functions and improves our office management efficiency.
Pros
Combines scheduling, invoice, estimates, notifications to the customer that the service tech is,on the way to their home, etc..
Cons
Initially importing customer data.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Pros
Activities entered into Housecall Pro as an invoice are synced over to QBO very seamlessly.
Cons
Adjustments are needed at times, but it's pretty simple to make QBO correct, which is where most of the reporting is done.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
It really speeds up administrative work! I love all the functionality under one umbrella.
Pros
The flow of inputting new customers, scheduling, and billing are super easy.
Cons
It would be great if there were an automated time report, and expense tracking.
Rating breakdown
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
Scheduling / customer history / techs mobile communication
Pros
Ease of use - It's very easy to use - our techs had never used mobile devises in the field before (old school paper invoices etc) and within a day they were pros at it
Cons
I wish they had inventory software so we could run a parts report directly from House Call
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
HCP has made it very easy to build invoices, know that invoices are outstanding, create email campaigns, follow up with clients and create our very own, customized price and services list.
Pros
I also like all the reports and stats available from the dashboard and how you can customize the type of reports you want to pull.
Cons
If I had to say anything, it would be great if the system could have a loyalty/frequency tracking feature.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
My time management is being utlitized.
Pros
You can do the invoicing right from the program, see all of the history of the customer.
Cons
That it sends notifications to the homeowner every time you change something.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
still pretty early to tell but it is going to help eliminate the need for an all night catch up of invoicing and estimating.
Pros
intuitive, ability to integrate scheduling with my social media, ease of use when setting up products and scheduling
Cons
lack of maintenance tracking software, if the software was able to track all maintenance customers and send notifications of upcoming service that would be ideal, help eliminate the office management side of the business
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
An easy way to create invoices and bill clients.
Pros
Very easy to schedule jobs, type up invoices, collect payments, etc. the easiest mobile field management that I have tried (and I have tried a lot)!
Cons
Some of those are payment terms, separate notes fields for invoices/estimates, custom fields, customizable estimate/invoice forms, ability to turn on/off the acceptance of a credit card payment for a specific invoice, field to choose how a customer found us (rather than having everything piled in "tags") etc.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Essential for running my Awnings business, including quoting, billing, and overall management.
Pros
Love the automated communication with my clients, sending text and emails to notify them about everything.
Cons
Would love to see more integrations like Zapier to allow for integrations into other systems like email marketing, call tracking, and CRM's.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Pros
Easy to use dispatch dashboard, direct connection to navigator and cutomers phone
Cons
So far no inventory management, So no job costing or team productivity .
Rating breakdown
Time used: 6-12 months
Likelihood to recommend
Recommendations to others considering Housecall Pro
Make sure the system you choose uploads to your accounting software
We use it for billing and scheduling and dispatching.
Pros
Allowing customers to book online through facebook and our website is a great feature.
Cons
I would also like to see a map showing the location of each call in real time as I dispatch the calls.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Merging customers is very easy and clear, adding locations for same customers is great, just started lending option (wonderful, especially now), love the use of job segments for ongoing projects and progress billing.
Pros
Easy to use, ability to run custom reports, lending integration.
Cons
Initial integration and data transfer took a little longer than expected and had a couple of hiccups.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Pros
I liked that it integrated well with Quickbooks. Management tools and reports are terrific!
Cons
I had a hard time distinguishing available time slots.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Occasionally
Likelihood to recommend
Time Management, ease of Scheduling.
Online scheduling
Turn-key platform for a carpet cleaning business including: online scheduling, invoicing, payment/merchant service, tracking crews, timesheet management, customer notification and follow-up, promotional items and rewards.
Pros
It's very easy to use, the portal has a wonderful clean design, the platform has a powerful feature set, and it's built for mobility.
Cons
There is no interface for my cloud-based Quickbooks Desktop Premier - it only supports Quickbooks Online.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
It gives our customers an excellent experience from estimates to invoices while also reducing the work I need to do by automating our business processes.
Pros
All of my business information is stored in the cloud, making it accessible through multiple devices and locations, all without the need for any data management.
Cons
Importing data is difficult, if not impossible is some cases.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
When you have the pleasure to see greatness and excellence together it’s pure awesomeness!!!
Pros
Everything, from the smooth flow on how to work it to how alway they are updating and working the software for the better and always including us on the process by asking for everybody’s opinion on their forums, just great
Cons
Could use off line option and inventory management, but we are confident that they are working on it ..,,
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Time savings, fuel savings, and a more technologically professional appearance.
Pros
There are a few things I'd love to see become available with Housecall Pro (things that would make HouseCall Pro a real hit within the pest management industry), but my experience with this software so far has been good.
Cons
Such as: Automatic future appointment scheduling (i.e. weekly, semi monthly, monthly, bi-monthly, quarterly, semi-annual, and annual re-occurring maintenance accounts).
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Easy to learn.
Very easy to send reports to customers
Pros
I like the ease of use in the field. Will work with android and i phone
Cons
To be able to create work orders instead of it saying invoice Need to merge with exact time or something similar for time tracking for employees. we currently have 2 apps would be nice to have just 1 that the guys use
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Easier way to see if a job has been invoiced after it has been marked complete by technican.
