Vurderinger av Housecall Pro

EXCELLENT

Fordeler:

HCP is very easy to use and a very intuitive layout. When we tried ProjX360 and D-Tools SI, there was a HUGE initial setup required and a HUGE learning curve to figure out how to use the programs. Not HCP. Easy to use from Day 1 and it's quick and easy for new employees to learn. One of the best things is the customer service. It's top notch. They always solve the problem, even if they have to go research and get back to me the next day (and they actually DO get back to me). They also make it easy to contact them with a button on the bottom right of the screen. Other softwares I have to scour the internet trying to find out how to contact customer service.

Ulemper:

Would like to see more integrations and there are little things I would change here and there, but I know that's hard to do since the software covers so many different industries. A better way to pull reports would be especially good.

Great Product!

Kommentarer: CRAZY! how I ever managed without it. My life as a business owner was forever simplified by this on decision. Great Job Guys! Really, I mean it.

Fordeler:

I appreciate the customer support team, always ready to improve. The pro vote feature is ingenious, I have seen several of my personal pro-votes come to fruition.

Ulemper:

The name. When interacting with clients the name "HouseCall pro" is limiting this amazing product to residential service calls, when in fact it is so much more. I had to modify a few internal processes, but I've managed 2 and 3 month projects from 1 invoice allowing Change Orders to bill out as segments. the name should be revised, considering something more wild. Service Titan had the right idea on the wrong product.

Housecall is awesome

Kommentarer: It has been pretty good so far. Customer service is excellent.

Fordeler:

Everything !!!

Ulemper:

No P. O. ‘S !!!

Horrible company

Kommentarer: Horrible company They want to lock you in on monthly contract and not give you a way out . These guys robbed me for 1600$ before I caught on. Keep an eye on your credit statement after talking with these guys .

Fordeler:

The sneaky sales teams ability to snatch dollars from My account .

Ulemper:

The sneaky sales tactics by their team.

Compared to other applications, this is really the best application.

Kommentarer: After moving recently, I updated my business address in my profile a couple of months ago. However, during this update, some profane words were mistakenly entered into the license box and saved. Consequently, every PDF invoice sent to customers now displays these profane words at the bottom. HCP informed me they cannot determine the exact date of the change or provide copies of emails sent to customers during that period. This complicates how I can manage disclosure to affected customers, especially since not all of them check the PDFs. It's baffling that HCP lacks email history retrieval capability; this raises concerns about using Twilio in the future. While I take responsibility for the profanity's origin, it was HCP's system that propagated it to customer emails, potentially exposing them to legal liability. If a customer does view the PDF, I will promptly provide them with HCP's contact details."

Fordeler:

Ideal for new companies aiming to go paperless. I've never seen such an innovative application before. I recommend it to everyone I'm sure anyone will use this app and not regret it. It's the best choice.

Ulemper:

HCP is shifting focus towards marketing, moving away from serving professional clients to targeting warranty companies. There's no efficient way to search for jobs and clients using keywords on the main page, a feature that's commonplace on Google platforms. My main grievance: Emails sent to clients are done through HCP without providing the pros with copies of what's been sent. This lack of traceability compliance means jobs can be edited post-client billing, with no way for our office to confirm what clients have received, as HCP can't retrieve it beyond 7 days

Great software that has really helped us take our remediation business to the next level.

Kommentarer: HousecallPro has helped us take our business to the next level and makes dispatching, estimating, and bookkeeping much easier. I've used other competitive products in the past, but nothing has come close to the features of HousecallPro.

Fordeler:

Price list flexibility, automated emails, estimate approvals and invoicing, and dispatching to make sure everyone's on the same page.

Ulemper:

The automated emails should absolutely be tied to job tags, but because they're tied to customer tags, we have to add and remove them vigilantly if we have repeat customers with multiple properties or different service needs. I wish the estimate approval process was more of an eSignature process as opposed to any party just clicking a button.

Pros & Cons about Housecall Pro

Kommentarer: My overall experience is GREAT! I've used two other software platforms and HCP by far is more superior!!

Fordeler:

1. Reporting 2. User Friendly 3. With the integrated CC processing my techs are receiving 30% higher amount in tips. 4. It actually works in the field.

Ulemper:

1. My industry doesn't have the correct work flow. 2. Not blocking time out while in the process of booking a job. 3. Refreshing the screen to ensure the schedule is the same. We have a pretty fluid schedule being Junk Removal.

Don’t choose a premium cloud solution for scheduling and invoicing without giving Housecall a good l

Kommentarer: Great support both technically and from a corporate level with live events they add value as a user of the product and as a business manager/owner. Tremendous commitment to support the “pros” that make up their customer base

Fordeler:

Ease of use, but full featured, strong mobile app as well as desktop. Integration with Quickbooks online version Also google maps integration and GPS. Online book from our website directly to the software works well.

Ulemper:

Lack of ability to have tech to accept the jobs through the app since we work with independent contractors who can refuse jobs they don’t want. Also there does not seem to be a way for customers to choose the crew they want when booking online

Great value for most small businesses

Kommentarer: It has been great!

Fordeler:

The software is easy to use and navigate. I have had no issues implementing it in my day to day operations.

Ulemper:

I would like to be able to make changes directly from the reporting screen (update tags, add/delete info, etc)

Housecall Pro review

Kommentarer: Good overall experience with the product.

Fordeler:

The way it helps managing personal and keeping track of them.

Ulemper:

Some of the features are not needed. Other than that okay.

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

Fordeler:

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

Ulemper:

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.

Worst Business Software I have ever used

Kommentarer: Horrible, expensive and a waste of time

Fordeler:

Nothing. It's horrible software All the functions sound great and useful but software straight does not function. Super glitchy and saved invoices just disappear. Customer service told me I manually deleted missing item that I did not delete and offered no solution to thousands of dollars of missing billable work

Ulemper:

Everything. It's horrible software All the functions sound great and useful but software straight does not function. Super glitchy and saved invoices just disappear. Customer service told me I manually deleted missing item that I did not delete and offered no solution to thousands of dollars of missing billable work

Excellent Service Industry Software

Kommentarer: More than positive! It has streamlined our business and provided a better experience for our customers.

Fordeler:

The ease of use of this software is by far some of the best and I demoed several before deciding on Housecall Pro. This is our first go at a digital software and they have been excellent to work with in getting us a set up specific to our needs as a company. We like that it encompasses a review component as well as real time data for our office staff to see where our technicians are at on their schedule. The online community Facebook page has been a tremendous help in hearing how other companies are working through issues as business information in general.

Ulemper:

There have been times where chatting into the blue bubble yields less than timely feedback for important things we need to get sorted out in the office. The Facebook group is helpful in me searching to find a work around or solution while I wait to hear back from the blue bubble. I understand why there is no direct phone contact for immediate issues, but it would be nice in dire times to be able to immediately get a person on the phone.

This software is a game changer

Fordeler:

Our customers love the communication. Our staff love how easy it is to use the app. It sets us miles ahead of our competition and gives us that sharp professional look we strive to bring our customers on the job. The fact that it communicates with our Quickbooks software makes the accounting end simple and saves a tremendous amount of time.

Ulemper:

At this point, there isn't anything I don't like about HCP! I am a happy customer!

HOUSE CALL PRO

Kommentarer: 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.

Fordeler:

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.

Ulemper:

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.

A review of Housecall Pro CRM

Kommentarer: 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.

Fordeler:

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.

Ulemper:

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.

Marginally useful for scheduling

Kommentarer: Extremely disappointing. Huge mistake for us.

Fordeler:

HCP is marginally useful for scheduling.

Ulemper:

1) No way to document when a client accepts your proposal, which means No CONTRACT. Even if your customer accepts your estimate, you have no documentation of such. This, of course, means that you do not have a contract with the customer, and you have no hope of being paid for the work you did. Kind of a huge problem. 2) Inability to control alerts and messages to customers. It's either ON or OFF -Customers receive annoying alerts every single day you're on the job -at least a half-hour before you begin work...so like 6:30 every morning...Or, no alerts at all. That's your only choice 3) Every interaction with Customer Support ends with "No you're not able to do that, but we'll forward this to our engineering team." Every single interaction. All of them end like this. Nothing is ever resolved -at least in our experience. 4) The product development team keeps churning out more and more features to charge for -when the infrastructure of what they've already built is woefully lacking in usability. 5) When a job takes more than one day to complete, there's an option to add what they call a Segment. You can add as many segments as you like for multiple-day jobs, but each successive segment is blank. So if you want your crews to know what their scope of work is -or if you want them to have access to the attachments you added -you have to re-attach and resubmit your scope of work for every single segment you add. 6) I could go on and on -but I think my time would be better spent

Great Product

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

Fordeler:

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.

Ulemper:

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

Missing Key Features. Look Elsewhere.

Kommentarer: 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.

Fordeler:

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.

Ulemper:

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.

Thank You

Kommentarer: Great, I am where I am today mainly because of their system, I wouldn't have been able to manage things like I do today without them.

Fordeler:

I love how its evolved over the past 2 years, it has grown as I have. Their team is on point and very intuitive to its customer's needs. I started using the software for the simple reason someone had reached out to me to help them build one, and after a few months of using their software I realized how difficult it would be to do along with my business, I even at one point looked at leaving and did so. I thought I found the answer to my problem with Fusion something, I started to pay them and continued using HCP until I felt comfortable with the new system and rolling it out with my team. After about 2 months I realized they were not on the same level or page as HCP. like I said I never stopped using them luckily, it would have costed me more time and more money if I had. They have been amazing for 2 years and plan on sticking with them as long as they plan on taking my money. They have an amazing Facebook group that has helped me in many situations amazing Pros from all over with wonderful insight.

Ulemper:

they will make mistakes as we all do, no one is perfect. I've made so many in the short time I've been in business and I'm not dealing with the volume of people as they do. So I try to keep that in mind when one does come up. Their team really is amazing, I can't say anything bad about them.

Housecall Pro IS the BEST Platform for Businesses

Kommentarer: By utilizing Housecall Pro platform, we are much more organized in our processes from Technicians, Customers and Training. Our revenue increased more than 25% in the first year and nearly 30 in the second.
The hands on support from the very top echelon of upper management is unfounded. Nowhere else have we experienced first hand the level of support from all of Housecall Pro's teams from the top COO to the IT Technicians who continually improve the platform.

Fordeler:

My most favorite part of this software is the people that back it up. Software is software, it's the people who make the difference. All of the Housecall Pro teams are some of the most amazing people in this world. The software is very user friendly with many features being created to meet the demands and needs of the trades that use. The continuous upgrades to the platform, features and 3rd party extensions that make the user experience more customizable for the intended users. Always pushing the boundaries of excellence.

Ulemper:

The accounting side of things for the money transmitted to the bank. Sometimes there are glitches that cause problems within the money deposited transmissions and the tax rate causes errors that are not always an easy fix. The work around to fix the errors caused more work for me by having to go into my quickbooks to change a tax rate then reinstate it to the original rate. Oye' vei ?

Great Application for the Money

Kommentarer: Overall I am pretty satisfied.

Fordeler:

Easy integration, new features being added fairly quickly, love that they work with third party applications that help our business grow and features that benefit our customers such as the Consumer Financing, especially since the COVID hit. Their customer service is great, there is always someone willing to help me when I get in a jam and need help quickly. The software is easy to use and learn. There are features that can be added along the way as your business grows to help the company to continue to grow. I am waiting to see what new features they will add next.

Ulemper:

Would like to see more consumer financing options for people with lower credit scores though. I would like to see the ability to add a middle name in the customer information section of the app. I have trouble when I have more than one customer with the same first and last name. Also, there is an issue where you only have the option of homeowner and business, but nothing for tenant. Not to mention that sometimes we have to bill the tenant and the the owner and vise versa. There is also and issue when you send the invoice over to QuickBooks and you have an invoice being sent to the owner but the tenant CST info was used to schedule the estimate and the job, it wants to put the tenants name in the Billing information section of the invoice instead of the sending or jobsite section of the invoice. I have to manually change the information before emailing or printing out the invoice in QuickBooks.

Complete Home Maintenance and Repair Solutions with Housecall Pro

Kommentarer: Housecall Pro is an all-in-one business management platform designed to streamline the operations of home service businesses. Its web-based app and mobile companion app make it easy for technicians to communicate with customers, access customer information, and create detailed estimates, invoices, and job schedules. One of the standout features of Housecall Pro is its user-friendly interface for both technicians and customers, with digital signature capabilities for faster processing. The interactive timeline feature allows businesses to easily access past job records and customer profiles, while automated payment processing reduces errors and saves time. The automatic syncing between the mobile and web applications ensures technicians stay organized, even without access to a computer in the field. Housecall Pro is an ideal solution for small, growing businesses seeking to manage their operations more efficiently and effectively.

Fordeler:

Housecall Pro is an excellent all-in-one software for small business owners and service providers. It provides a wide range of features that make running a service business easier than ever before. All the essential tools come together to make scheduling, invoicing, payments, customer management and more as easy as possible. The app has been designed with ease of use in mind and it’s intuitive user interface allows users to get up to speed quickly. Housecall Pro is an impressive tool that can help streamline any service-based business. Highly recommended!

Ulemper:

Users can easily look up past job records during subsequent visits or follow up conversations through an interactive timeline feature within each customer profile.

Mixed Emotions

Kommentarer: PRO: Liked the GPS locator for the office and field techs. The app was also very easy for the techs to maneuver. Having a picture of the tech when notifying the customer via text they were on their way was great. Made our customers feel at ease for them to know who would be coming to their door.
CON: Chat takes way too long and not able to speak to someone. We have a lot of commercial accounts that require a purchase order number on the invoice. There is no "box" to add PO, need to put in the notes at bottom of invoice. Should be at the top of the invoice for customers to reference quickly. Job location only has two lines available. Again, a lot of our commercial customers have several job descriptions and need to have the job location name (1st line), street address (2nd line) and city, state and zip (3rd line). They do have the "parent/child" entry but they are separate from each other when searching or invoicing. Can't search for an invoice number quickly. Need to pull up the customer and then find the invoice. Invoice template could not be changed, font too large and spaced out way too far so almost every invoice went into 2 pages. A lot of our commercial customers had complained because they were having to print out multiple pages for an invoice.

Fordeler:

We loved the GPS that showed the property location and street view. This helped our techs locate the property without questioning. Also when entering the job, it prevented the office from a typo when entering the property street address.

Ulemper:

At first sign up we were given our "own" personal trainer. However, she was on a time limit and did not help with our concerns. Would cut me off and say she had to take other calls, would need to set up another appointment... a few days later. Got my 30 minutes again, then she said set up 5 jobs and see how they go. The problem is that our business did not stop, it had to keep running and we didn't know how to set up our system. By the time it was set up we had a huge backlog of entering, late invoices, etc. After our 2 or 3 visits with our "personal trainers", they converted us to customer service online chat only. It took a long time to get someone to respond, most times would lead into another question, wait again, and so on. Wasted so much time in the office! At the beginning of set up, it took days and hours to get results, very, very frustrating. Kept asking if we could just speak to someone and they said they were set up for online chat and could make an appointment if the concern was something a chat could not resolve. I would need help at that moment, would not want to wait several days to speak to someone. ( After a few weeks we ended up going to Service Fusion which gave us 60 full days with our personal trainer. Would spend up to an hour on the phone guiding us through the set up. And if our rep was not available, you could speak to anyone on the customer service team. Absolutely wonderful!)

Incredulous

Kommentarer: So, we moved and I changed the business address a couple of months ago in my profile. Somehow during the change some profane words were written in the license box and then were saved. After that every invoice a customer received as a PDF has the profane words at the bottom of the invoice. HCP Said that they have no way of telling me when the exact date change was or a way to forward the emails sent to customers in the time frame so I can limit the amount of customers I need to confess this to. (some customers don't look at the PDF) This is something to think about here because HCP sends the email and we don't get Cc'ed or Bcc'ed. Therefore after a customer gets an invoice a permitted staff worker can change information later. It is incredulous that they can't look back at email history; I would think twice about using Twilio then. Although it is on my end that the profanity was created it was HCP that polished it into customers email. this makes them libel. Customers don't often open the PDFs when one does I will promptly give them HCP's number.

Fordeler:

good for new company that wants to go paperless.

Ulemper:

HCP the company is moving towards marketing. The pro clients are no longer the target clients. The pros are now the "Product" and the new target audience are warrantee companies. There is no way to quickly search for jobs and clients from the main page using key word. Things that make sense on a google platform are nixed in the HCP board room.And my main complaint: emails to clients are sent from HCP and the Pros are not even sent a copy of what they get. Therefore, there is no traceability compliance. When an invoice is created and sent the job is not locked up and can be edited after the client is billed out. The office will never see what the client gets sent and HCP can not dig it up for you. Emails are lost after 7 days I'm told.