Housecall Pro Features

Housecall Pro

Field Service Management App

4.74/5 (2,474 reviews)

Housecall Pro Feature Summary

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

Housecall Pro Features In Depth

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.

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.

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.

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.

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.

Competitor Feature Comparison

Access Control
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Assignment Management
Audit Trail
Auditing
Auto-Responders
Automatic Backup
Automatic Notifications
Availability Indicator
Bank Reconciliation
Billing & Invoicing
Booking Management
Business Analysis
Calendar Management
Calendar Sync with Google
Charting
Chat
Client Portal
Communication Management
Contact Database
Contact History
Contact Management
Content Filter
Credit Card Integration
Credit Card Processing
Custom Fields
Custom Forms
Customer Accounts
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Extraction
Data Filtering
Data Import
Data Import/Export
Data Visualization
Dispatch Management
Document Storage
Drag & Drop Interface
Drip Marketing
Electronic Payments
Electronic Signature Capture
Email Alerts
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Employee Database
Employee Management
Employee Portal
Estimating
Event Calendar
GPS
GPS Integration
Geographic Maps
History Tracking
Inventory Management
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Location Tracking
Maintenance Scheduling
Mobile Alerts
Mobile Integration
Mobile Signature Capture
Mobile Workforce Control
Monitoring
Multi-Location
Partial Payments
Progress Tracking
Project Notes
Purchase Order Management
QuickBooks Integration
Quote Management
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real Time Updates
Receipt Management
Receiving
Recurring Tasks
Referral Tracking
Reminders
Reporting & Statistics
SLA Management
SMS Integration
SSL Security
Sales Tax Management
Search Functionality
Secure Data Storage
Status Tracking
Subcontractor Management
Summary Reports
Tagging
Task Scheduling
Third Party Integration
Time & Expense Tracking
Work History
Work Order Management
Workflow Management
Visit WebsiteCompare App
Access Control
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Assignment Management
Audit Trail
Auditing
Auto-Responders
Automatic Backup
Automatic Notifications
Availability Indicator
Bank Reconciliation
Billing & Invoicing
Booking Management
Business Analysis
Calendar Management
Calendar Sync with Google
Charting
Chat
Client Portal
Communication Management
Contact Database
Contact History
Contact Management
Content Filter
Credit Card Integration
Credit Card Processing
Custom Fields
Custom Forms
Customer Accounts
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Extraction
Data Filtering
Data Import
Data Import/Export
Data Visualization
Dispatch Management
Document Storage
Drag & Drop Interface
Drip Marketing
Electronic Payments
Electronic Signature Capture
Email Alerts
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Employee Database
Employee Management
Employee Portal
Estimating
Event Calendar
GPS
GPS Integration
Geographic Maps
History Tracking
Inventory Management
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Location Tracking
Maintenance Scheduling
Mobile Alerts
Mobile Integration
Mobile Signature Capture
Mobile Workforce Control
Monitoring
Multi-Location
Partial Payments
Progress Tracking
Project Notes
Purchase Order Management
QuickBooks Integration
Quote Management
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real Time Updates
Receipt Management
Receiving
Recurring Tasks
Referral Tracking
Reminders
Reporting & Statistics
SLA Management
SMS Integration
SSL Security
Sales Tax Management
Search Functionality
Secure Data Storage
Status Tracking
Subcontractor Management
Summary Reports
Tagging
Task Scheduling
Third Party Integration
Time & Expense Tracking
Work History
Work Order Management
Workflow Management
Visit WebsiteCompare App
Access Control
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Assignment Management
Audit Trail
Auditing
Auto-Responders
Automatic Backup
Automatic Notifications
Availability Indicator
Bank Reconciliation
Billing & Invoicing
Booking Management
Business Analysis
Calendar Management
Calendar Sync with Google
Charting
Chat
Client Portal
Communication Management
Contact Database
Contact History
Contact Management
Content Filter
Credit Card Integration
Credit Card Processing
Custom Fields
Custom Forms
Customer Accounts
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Extraction
Data Filtering
Data Import
Data Import/Export
Data Visualization
Dispatch Management
Document Storage
Drag & Drop Interface
Drip Marketing
Electronic Payments
Electronic Signature Capture
Email Alerts
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Employee Database
Employee Management
Employee Portal
Estimating
Event Calendar
GPS
GPS Integration
Geographic Maps
History Tracking
Inventory Management
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Location Tracking
Maintenance Scheduling
Mobile Alerts
Mobile Integration
Mobile Signature Capture
Mobile Workforce Control
Monitoring
Multi-Location
Partial Payments
Progress Tracking
Project Notes
Purchase Order Management
QuickBooks Integration
Quote Management
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real Time Updates
Receipt Management
Receiving
Recurring Tasks
Referral Tracking
Reminders
Reporting & Statistics
SLA Management
SMS Integration
SSL Security
Sales Tax Management
Search Functionality
Secure Data Storage
Status Tracking
Subcontractor Management
Summary Reports
Tagging
Task Scheduling
Third Party Integration
Time & Expense Tracking
Work History
Work Order Management
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


3,661 reviews

Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


1,349 reviews

Housecall Pro Feature Reviews

25 reviewers had the following to say about Housecall Pro's features:

Helen Fletcher

Best Dispatch Software

2018-10-10

Integration to our accounting, no more double entries! Real time reporting and time management!

Pros

The first time I used Housecall Pro I was impressed!

Cons

No cons to report from this software application.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joe Hendrix

Simply & Effective

2020-06-10

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeremy Carlson

Great functionality from management portal, QuickBooks integration to Mobile app use in the field.

2017-05-14

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Stephen Timbal

Great business tool

2018-09-15

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David Scharoun

How HCP works with Quickbooks On-Line

2018-04-05

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

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Charity Strange

Very easy to use

2018-08-21

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Cheryl Bigelow

Co-owner

2018-08-30

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rudy Vierra

All in one system!

2019-03-13

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Laura Miller

The software is very functionable. It has everything you need to run a service company.

2018-04-17

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Daniel Hernandez

great value

2018-02-02

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeff B.

Good customer support. Easy to use. Software is basic and missing essential features.

2017-05-22

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Jason Alan Smith

Essential platform for managing my business!

2018-03-22

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Larry Horton

So far very satisfied

2016-09-28

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

7/10

Recommendations to others considering Housecall Pro

Make sure the system you choose uploads to your accounting software

Source: Software Advice
Helpful?   Yes   No
Read more
Kacy Hinton

Housecall Pro makes me better at my job!

2019-02-06

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

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Melissa Moss

HCP

2020-04-14

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Gary Becker

Liked it

2019-02-01

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Dennis D'Elia

Housecall Pro review

2019-05-16

Time Management, ease of Scheduling.

Pros

Able to keep track of our employees.

Cons

Not specifically designed for the Security Industry.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nicholas Shearer

Has been absolutely great- easy to use, great customer service.

2018-03-28

Online scheduling

Pros

Online scheduling feature is very easy to setup and use.

Cons

Also there is no inventory management.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lou Williams

Added this service for my carpet cleaning business. Tremendous value for money and no contracts!

2018-04-06

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sam Hickin

Terrific Software

2019-04-30

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jesse Monarrez

Pure awesomeness!!!

2019-05-12

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeff Rea

So far, so good. Has streamlined quite a few things in day to day operation.

2017-11-28

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Christian Waugh

Software

2020-04-19

Easy to learn.

Pros

scheduling and invoicing on the go.

Cons

I dont like having to export to excel.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
matt Raymond

Landscapers

2020-05-05

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

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
john blanar

Excellent Management System

2019-05-14

Easier way to see if a job has been invoiced after it has been marked complete by technican.

Pros

Simple to train new Staff Phone App Reporting

Cons

Need more features w/ phone app For example unpaid invoices

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more