HouseCall Pro
HouseCall Pro is a field service management platform that covers job management, quotes/estimates, scheduling, dispatching, billing and invoicing, payment processing, customer management, electronic signature capture, and service history tracking.
HouseCall Pro has been designed specifically for service contractors and professionals. It can be accessed and managed from anywhere; a web portal, in the office or from a smartphone out in the field. It’s an end-to-end automation platform, which covers the entire workflow; from job scheduling to dispatch, CRM to quotes and payment processing
It comes packed with time saving, efficient features including contractor profiles, customer database, messaging, GPS tracking, live maps, mobile payment, automated invoicing, postcard marketing, Google Calendar integration, and email re-marketing. The service also integrates seamlessly with HouseCall, the free customer booking app.
Customer Management
A productive feature of HouseCall Pro is the Customer Management database. All customer records, jobs, invoices, and communications are stored in the cloud. This makes customer management a straightforward affair. All customer information regarding job tracking and histories are kept in an organized environment.
Invoicing and Payment Processing
A really useful feature of HouseCall Pro is the ability to invoice on the fly and receive payments in a variety of different ways. As soon as a job is marked as complete, HouseCall Pro allows the user to send automated email invoices immediately from a mobile device. The customer is then able to pay with a credit card online or they can send payment via other supported methods, such as with cash or via a bank transfer.
HouseCall Pro processes payments at a flat rate of 2.69% + $0.30 whilst on site. All the user has to do is key in or scan the customer’s debit/credit card and then capture their e-signature. Because HouseCall Pro integrates with QuickBooks Online, the whole accounting process is simplified as well.
Scheduling and Dispatch
Managing schedules and dispatching contractors can be a tricky affair. With HouseCall Pro, as soon as a customer books a job order with your business via the HouseCall app, you are notified immediately. The booking app gives the customer various ways to provide key information regarding the job that needs undertaking. With it, they can send photos of the job site and provide written information on the requirements of the job. This is great for accurate estimation pricing.
All jobs are stored in Google Calendar, which can be checked anytime via HouseCall Pro for daily, weekly, or monthly schedules. Jobs can be assigned to any available technicians in only a matter of a few clicks. All the information regarding the job is then sent to them. If there are any last-minute changes, these are pushed to their device in real time.
Integrations
HouseCall Pro has seamless integrations with popular accounting service, QuickBooks Online, and with Google Calendar.
Pricing
HouseCall Pro operates a subscription pricing model and has four plans; Free, Start, Grow, and Manage, starting at $0 per month, rising to $179 per month. The Grow and Manage plans have an additional one-time setup fee of $99. All plans include products and services, such as apps for iOS and Android devices, web services, real-time dispatching, QuickBooks Online and Google Calendar integration, GPS vehicle tracking, and a customer booking app as well.
The Free plans is suited to one user and covers all the baseline features. The Start plan is priced at $35 per month for one user. Along with the baseline features, this plan comes with PostCard and Email marketing and Live chat support. Next up is the Grow plan, which is priced at $71 per month for ten users. You also get Company chat in-app, and QuickBooks Online integration (HouseCall Pro is also working on a custom SMS service). Finally the Manage plan is priced at $179 per month and is for an unlimited number of users. For this you get customizable reports, and Employee GPS map tracking (HouseCall Pro is also working on a Web booking widget).
Bottom Line
HouseCall Pro is a solid solution for business of all sizes, but particularly for those looking for a more comprehensive field service management tool, which covers everything, from scheduling and dispatching, though to GPS tracking, and invoicing and payment processing. With additional features for marketing, including customized cards, and mobile app integration for iOS and Android devices, HouseCall Pro is a quality solution that covers all the bases.
