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.
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.
Is great but could be better
easy to use. mobile ready. sending invoices is easy . Seeing custumer text thru the mobile app helps out great
Mobile app isnt the same as of desk to ...
doesnt send out notification on recurring serves automatic
.too expensive especailly of the off season lawn service. Winter of 2019 i had to cancel the software and came back i thinking paying a little more
Missing Key Features. Look Elsewhere.
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.
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.
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.
Pros & Cons about Housecall Pro
My overall experience is GREAT! I've used two other software platforms and HCP by far is more superior!!
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.
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.
For daily service companies
It did get me thinking about how I do my books now which I use a software and I also log a general ledger by hand.
It keeps track of each project on a daily basis, My business is setup to where we could be on the same job for 1 week or 2 months , this software is best for daily services businesses.
That it did keep daily track of your operations, financial and cost of expenses including materials and labor efficiency.
Best field service software for the money!
The customer service is amazing. You ask a question through the message "bubble", they answer your question and then someone calls you to make sure things are going ok. My parents don't call to check up as much as this company does. The HCP program is made to give your customer the best experience and bring you more customers. I'm just a guy from WV that started a family business. I have no reason to give this review besides just being more than satisfied with this company/family.
No other programs can come close to the price of this one. But don't let the price fool you. You get everything you could ever need for a fraction of what you'd pay anywhere else.
I can't think of anything at the moment.
Housecall Pro will keep you organized in the office and in the field
My business just keeps on growing and with all the integration with other apps, it helps you get the jobs done and keeps your customer smiling even after you left.
I can do so much to not only keep up with my business but keep in touch with my customers. My customers love the attention that Housecall Pro gives them.
some gliches or work arounds. but when you bring it to their attention they start working for a solution right away.
Extremely mobile friendly and easy to use on the go. The reporting is amazing and always trying to add to it and make it better and help it grow and build value in the program.
Could spend more time on some of the features to make them better instead of cranking out new features. Also we need a pause button for jobs that are not complete and not just segments.
Effective and efficient
Overall it's very good
Seamless invoicing from house call pro to QuickBooks. Saves me hours!
My frustration is creating a child customer.
It's very frustrating because you cannot select a parent company on the app. What needs to be done is login via Google chrome on my phone and the web browser version allows that change.
Once that is created this will be the ultimate app for subcontractors in terms of accessibility simplicity and efficiency
Great Application for the Money
Overall I am pretty satisfied.
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.
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.
Great addition to our small business.
1. Able to stay more organized.
2. Able to send out estimates faster.
3. Able to locate customers accounts faster.
1. Automated text within the app.
2. Start and finish times within the app.
3. Seems like there is always something new to learn and include in to your system. Excited to implement the new apps and features in the future.
4. Responses from the customer service chat are excellent and helpful.
5. Review toggle.
6. Pro Talks and take a lot of time to help make our business successful.
7. I like that every step or change that you make to accounts is documented.
8. The app dashboard snap shot of things happening or that has happened is great.
1. The way the notification stays active when a customer sends you a video message.
2. Sometimes the customers address when clicked within the app does not load properly on the maps you have chosen. Seems to work intermittently.
3. When texting a customer using the HCP provided number within the app and you click outside of the message box it does not allow you to come back in and click and move around the message box. Some instances if you wait to long the message disappears. We have gone to texting ourselves and then copying and pasting.
4. It would be helpful to have a reminder on the dashboard to snail mail invoices when a client doesn't have an email.
5. You cannot copy and paste from a text messaging portion within the app. i.e. Follow up to a previous text.
6. In order to search a phone number or customer on the desktop browser, I have to click within the customer tab. Wish there was a search bar within each tab on the dashboard.
7. Wish there was a way to toggle the reviews within the app with administrator access not tech access. Sometimes when turning on and off the reviews on your smart phone it opens the app automatically when safari is clicked unless you delete the cookies.
8. A follow up button with an automated email in a customers account, on the estimate page would be helpful, showing the follow up date and time and maybe does not allow you after so many attempts.
Housecall Pro changed my life!
My overall experience with Housecall Pro has been fantastic. Even more so since I upgraded to the XL
Having the ability to track time, movement, KPI's, reviews, payments, scheduling etc is so powerful!
There are some things that yhe other juggernauts in the industry have that this software doesn't but I am confident they will get there, and I'm happy to have gotten in at basicalky the ground floor.
Housecall Pro Rocks
The best part about Housecall Pro is the fact that we have all of our information for the entire business in one spot. It is one stop shop. It also integrates with Quickbooks Online, so we do not have to mess with transferring everything every time. It automatically does it for us. The customer service is also great, as they are quick to find an answer if they cannot fix it right away. I would highly recommend this company and software.
This software brings our entire company together. It helps us with all the scheduling needs that we have, and definitely helps keep all of your information together in one spot. You can also access this from your mobile devices too which is huge! We wouldn't be where we are today in our company if it wasn't for Housecall Pro.
There are a few features missing, that could make some delegations a little easier, but after while, when they hear from a bunch of people that they want this option added, they will add and integrate it to the software.
Housecall Pro was so easy to setup and has been a breeze to use ever since. I've has a wonderful experience with the program and don't feel the need to seek further programming. Housecall was definitely the right choice for our company.
The best thing about this program is the simplicity. It takes no time to figure out how to learn something new with this program. The customer support is great to work with and can figure most things out rather quickly. It's is so nice having such a great program with all the essentials built in one.
There isn't much to not like. The program is always updating features. They always takes suggestions, which is nice. If you'd like to see something, it's usually there within a few months.
Best process/program out there!
Amazing! Anytime, day or night that I have a question I just chat with an agent and someone is always able to direct me where to go or what to do.
This program really is user friendly for your workers and your customers.
I’ve always gone by: Keeping it stupid simple. This program can’t be any simpler.
New employees catch on very quickly! They like how user friendly it is for anyone and everyone who may not be technologically savvy!
Our customers also enjoy the ease of paying their bills, seeing that we are on our way and even our progress along the way.
We have been able to gain steady reviews after every completed job!
I would like to see more selections for pulling data and generating sales, total sales, estimated sales for each month, maybe a comparison graph of where you are now from last year or last month?
The graphs and data I can pull now is good, however, it would be even better to be able to gather more since this is all that I use for the business.
The other part would be, maybe making it less complicating? For example, if I want to compare anything of sales in the business right now (we detail and pressure wash) I was told I would need to gi back and make sure each job had a job tag, and then make sure I could identify it by one other thing that I can’t remember (I apologize).
On the spot entering in all the customers information, there are times job tags are forgotten, however, now I try not to forget them ever.
Overall, having a graph that could pull data without having to tag this and add that would allow me less time spending on that and more time on other business items that I can never seem to get much time for at all.
Invoices and reports is not really what this company whats to do.
My issue with this company is that they actually created an awesome layout. I payed another company in full this year but I'm not using them because there was a convoluted way of entering all of the info you need to generate an invoice and then upon emailing there was no message. So after writing two invoices I went right back to HCP.
However, if you have a suggestions. You'll ask, "hey how to do this?" and they'll reply with an answer or "sorry we don't offer that know but will put it in the suggestion box." Then time goes on, you forget then the need for that particular Item comes up again. You remember and ask again-- same answer. You find on Facebook other people asked months before you but no change.
It seems like: [SENSITIVE CONTENT HIDDEN], payed to have the system created but then fired all the programmers. Having the ability to run a material report is bookkeeping 101. Signatures at the bottom of the invoice was asked by many but is is only available on the phone app and for approving an estimate. Other people have asked for material and labor to be separate. It seems like their not interested in updating their invoicing software as they learn the needs of the users. The users just have to adjust or not use it. The additional services their company has added is website building, credit card processioning, and marketing. when I signed up it was invoicing only. clearly they don't want to do that ant more.
Obviously, as said by others it allows you to free up time in office. You can easily write up an invoice from anywhere you have cell service.
There is an ease of use factor and when you email invoice there is a pre-written message.
.....So with that massage your customer know knows who housecallpro.com is because they let the customer know it is from HOUSECALLPRO not you.
There is no offline work-ability. so you have to take payment and bill later sometimes.
when you write the invoice later the calendar, check in, and check out button consistently pushes the current time. even after you set it; for, if you need to edit it goes back to default upon doing so.
If you take payment after the job and then require a signature well not on this invoice. only on the estimate and only in a smart device app. I use a desktop with cell service.
Customer support is only through chat message
If you want any additional features you have to pay more.
And now, my accountant is asking for separation of materials and labor on the exported exel file; "oops....no can do," says HCP.
Housecall Pro IS the BEST Platform for Businesses
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.
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.
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 ?
Before joining house call Pro I had just purchased 500 invoices for over $100 and I've only used since then maybe 12:00 house call Pro makes it easier with invoicing scheduling the pricing when booking job is very difficult because your categories are too long so when you look at the price list on your phone for example it's almost impossible to find what you're looking for I really believe this is your number one problem on your house call Pro at if you could fix this as well as the Rolodex problem for example when a customer calls in it shows house call Pro customer but then you look them up on the Rolodex and hit the search hourglass they do not come up so what's the use even having it I have gotten lucky before was able to do it by scrolling down a little bit but it's just doesn't make sense I would spend a little money and get some programmers and fix both of those problems it's very important that you abbreviate carpet is CPT uppercase C or all uppercase and in clean until there's more room to the right of that to put the title of what the item is in the price list I don't mean to jump around a little bit but I just got off work and I'm trying to wind down.
Scheduling jobs. But there are several problems with scheduling jobs that I mention later in this review please pay attention it could help your business a great deal I know from experience in the past dealing with other marketing companies such as Angie's List what they have done wrong the information provided here is priceless I have a degree in marketing please listen to what I have to say I think you all have great positive attitude and I really appreciate who you are but I really believe there's some issues that you need to fix at a low cost compared to the amount of money that house call Pro will lose in the future please consider everything in this review that I have to say and I promise you will be number one in this industry because already you show that you care by having the pros the people that really take this seriously go to your company meetings that is very intelligent but please read what I have to say here thank you!
I think this app needs some work for example existing customers is almost impossible to locate but you know they're in the Rolodex for one house called does have it right by showing that it's a previous customer but how do you look that person up in the Rolodex it's virtually impossible I get lucky every now and then but I've given up. The other problem is I paid $50 for a credit cards swiping product but it doesn't work and I don't quite get the text messages but if house call Pro had a live person I could figure out a lot more but it doesn't seem to exist I was at one time in contact with an [SENSITIVE CONTENT HIDDEN] and then they drop the ball I have nobody to talk to and another thing is when you do talk to people you should make it to where you are automatically emailed for a customer a representative review so then your representatives do a better job and try their best for example Angie's List represented always had a chip on their shoulders even though they were review company they never reviewed themselves I've watched them go from nine hundred million dollars almost a billion dollars down to five hundred million dollars and sold out with a Icee at 550 million dollars all because nobody would listen to their business partner Scott Watkins. I have a lot of entrepreneurial ideas and place I am soon retiring from carpet cleaning and I will be a multi-millionaire it would be in the best of of interest of house call Pro to listen to my advice I have a degree in marketing.
Love HouseCall Pro
Overall great! I have referred it to many friends and people I talk to. It far surpasses any software I’ve seen or used and the way they communicate and run the company is just icing on the cake.
HCP has made my day to day business adman much easier. It literally replaces a part time employee w all that it does for me.
The digital schedule is great. The text and email reminders that are sent out look so professional-I get comments from customers saying they love all “my” communications (it’s mostly automatic). So cool!
The invoicing is clear, the cc payment link that comes on every invoice sent out has helped to keep a/r low.
Everything is at the click of a button, and very user friendly.
One of the really great things is their customer service. When I get stuck or have any glitches, they reply within minutes (no joke), and it’s always a precise reply. Sometimes they tell me there’s no feature for what I’m asking but they submit my request for the feature to be a future addition.
Overall, it’s been the best software addition I’ve had. This is my 4th software over 20 yrs of doing business and with all their constant updates I don’t expect to ever have to change again.
There are features that don’t exist yet. I have been able to find work arounds for all of them.
For example, you can’t send out a broadcast marketing email to your customer base. However, you can easily export your client list to do it through another platform.
You can easily and send out a custom postcard to your client list through HCP, it can even be automatic.
Since it’s cloud based, if I don’t have cell svc or wifi, I can’t access any info or process any invoices/estimates etc. This is a limitation.
We are a small family business we specialize in full Plumbing & HVAC services. We came across House Call Pro from another vendor who visited our home , at the time we were looking into going automated, prior we were all manual. We called other vendors however their prices were very high. I called House call Pro the monthly price was very reasonable and it was perfect for our needs. We are very happy with the software and its made our life so much easier. Honestly we look back now and cant believe we were manual!!! When I do have a question customer service is quick to respond . We also feel this software made our company look much more professional, our customers receive a confirmation when in route and we are able to take payments and email receipts as well as estimates immediately. We definitely recommend House Call Pro!!
This software is very user friendly, without any training most of our team was able to dive right in and start using the software immediately . I love the fact that we can schedule, take payments view our customers history and overall have the ability to use every function of the software whether your in the office or out if the field. We can send internal messages to our staff as well as our customers. This software shows our overall earnings, tracks invoices that our outstanding and honestly allows our company to run smoothly and efficiently.
In the beginning for some reason if I had to go back and close out a job and back date it, the software would not allow me to choose the appropriate date, however this has been fixed and I haven't had any recent problems with this particular issue.
An important appendage of our growing company
As we are going I find that Housecall pro is growing with our company. Just when I think that we might have outgrown the features poof there they are. It's like they are reading our minds! I enjoy the ease of communicating with the customers and follow up with postcards.
The equipment tracking feature for each customer has simplified life both for the inside staff and the techs. Now that we have the service agreement options, the tech's have an easier time tracking the details of the services. It has helped with our inside sales to be more consistent with customers' maintenance and generating more income.
As we are going and figuring out our growing pains, I have come to realize that it would great to have a system to track inventory as our techs use it with each customer in live time. This type of feature would help with repurchasing and tracking lost inventory.
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.
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.
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.
Very good quality software for extremely reasonable price.
A most pleasant surprise that I never planned on having. Now it's hard to imagine not having it for a tool. Progressive changes and additions evolve the software frequently. But user interaction is fairly simple to learn. The capabilities to help with a companies growth and customer experience are immense and always getting better.
A software service I just stumbled upon through a distributors app. Had no plan to sign up at all. I wanted the free gift for completion of a demo. It has helped in ways that I never thought would be a need for my business. My clients appreciate the messaging/reminder of services plus real time updates to arrival. All paperless invoicing saves on overhead. Highly professional looking invoices that provide my customers an itemized description of their service. Customers open an invoice and click the pay link or can pay by credit card reader with standard rates or lower. Easily links to quickbooks. And then automated thank you emails with requests for reviews.
I find it difficult to link my reviews across all platforms available to my customers. Having nearly 100 reviews with a perfect 5 star rating and well written reviews about my services provided, if new potential customers can't see them across other platforms is somewhat useless.
Invoicing Software Program
Housecall Pro has an excellant team of employees. They are always there for me when I have a quick second to check on an issue or problem I am encountering. They are great at walking you through or demonstrating to you right through the app, what you need to do to solve your issue you may be having.
This software is amazing. On the main page, (we call it our work board). It shows all outstanding jobs, along with a calendar in front of you that can be used to schedule the jobs to all of your service technicians in the field.
Once your service technician completes the job, you can enter the information in the office, or you can have them enter the information from their I-Pads out in the service field.
You can also send a invoice immediately to the customer from the I pad or Office Personnel. They can be sent through emails or texts to the customers. The customers can pay once they receive the bill or you can collect and enter the information from the job site.
This program has everything you need to be efficient with your business.
They have so many different tools you can use. You can increase your work load tremendously if you want to with the different tools they have to offer, if you choose to grow your business, the sky is the limit.
I have to go through too many screens sometimes to complete a task. Such as looking up address information on a particular property. I wish I could learn to tie the addresses together so I can see all of the work completed at one particular address in one place.