Housecall Pro – Bewertungsseite 3

Vorteile

It is user friendly and realtime data updating.

Nachteile

As i mentioned before, very lesser times we had some glitches. May be its because of our network issues lasting only for few minutes.

Vorteile

I like everything about this software equally

Nachteile

I do not have any least favorite things about this app

Vorteile

the most impactful has been the scheduling & invoicing features

Nachteile

The feature that I feel needs the most work is being able to schedule multiple dates to one job without having to create a segment. Or make it so all segments can be billed together on one invoice. I'm finding items on separate segments don't get invoiced if the the job is already marked as finished.

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Vorteile

I enjoy how smooth the app is to use genrally-for tier pricing this app is almost exclusively designed for that feature.-billing and pricing can be quite convenient-app has some professional features.

Nachteile

-the app promised a tap reader option and lower cc rates, that was false advertising outside of us-the app is very incomplete, for example there's no way to have estimates display a time limit like good for 30 days etc.-there is also no way to enter a job description on a job by job basis which is a bit frustrating, only way to do it is modify service descriptions everytime.-the picture message feature sounded cool when I signed up however I quickly learned it only works on imessage which is really poor design, service titan worked on anything.-it has been quiet difficult to express certain terms for certain situations because setup is a blanket thing so if you offered similar services that will work but if your offering multiple trades it will be clunky.

Vorteile

The app is amazing keeps me get things done I absolutely enjoy the app

Nachteile

I don’t dislike anything about the app I enjoy using the app

Vorteile

Online invoicing is very impressive part for me as well as the management dashboard has bunch of features that really time savings.

Nachteile

Mobile application is not so impressive, and customer service should have been done more efficient way

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Vorteile

Love how simple is to manage appointments, estimates, invoicing and customer communication. It allow me to view all my appointments in one place and also to remind customers and updating them on the status of their job.Invoicing is such a time saver!

Nachteile

May not be affordable for everyone, while it is user-friendly, there may still be a learning curve involved in getting the most out of its features.

Vorteile

Ease and convenience of use. .

Nachteile

Sometimes you dont get reception, depending on weather or remote area your in.

Vorteile

Helps any small business with everything as in platforms for scheduling an invoicing and billing

Nachteile

I like everything about the platform. I could maybe send out invoices for you and collect payments for you to make it easier

Vorteile

As Housecall software, we use for our patient's for data collection, in 52 districts, the household data is collected through Housecall software is easy. Mobile access, as the field workers are in different places, scheduling the field excutives to respective districts is snug. Calender syncarnilization, service history, work order management, and client database are undecorated, retrievable, and understandable by Housecall software.

Nachteile

I do not faced any issues in Housecall software while working for field data collection.

Vorteile

La aplicación puede ayudar a los trabajadores a planificar sus rutas y horarios de manera más eficiente, lo que les permite visitar a más clientes en menos tiempo.

Nachteile

Los trabajadores pueden necesitar tiempo para aprender a utilizar la aplicación, lo que puede retrasar el proceso de implementación y la entrega de servicios.

Vorteile

It provides the infra at home which helps to build business

Nachteile

We can build the business from home but still need to meet physically with the client because on video call there are no connections

Vorteile

Streamlines my business from the dispatching of technicians to invoicing. I would be lost with out it.

Nachteile

Integration with quickbooks, always having difficulties with invoices syncing over properly

Vorteile

I really enjoy not having to bounce around from one app to another in trying to keep work and work orders together. With Housecall Pro, every detail I need is in one place! From receiving the work order, to invoicing the customer! Keeps every detail consolidated and professional in one place!

Nachteile

I haven't come across anything that I'd deem as a weak spot for the Housecall Pro App. Though, not a big deal, perhaps for fun have a customization option such as background design, color, etc.

Vorteile

One of the best features is the activity feed for each job/estimate. You can scroll through the history and see who made what changes and it is time stamped as well. This has been very helpful for our team.

Nachteile

When an estimate is sent via email, there is no option to be notified if the email did not go through. The only way to check is to go to each estimate individually and see if the email went through. This can be tedious and timely.

Vorteile

It is extremely easy to use and is all in one pretty much.

Nachteile

One of the cons is the credit card billing fee 3.49% which is fine but if only we can have customers have that fee option if they decide to pay via credit card. I can't add it to all because not everyone uses same method of payment.

Vorteile

all our processes as a service company are included inside this tool

Nachteile

there is not a customer service phone number for us to call every time we have a question.

Vorteile

How easy it is to use. Has all we need for our small but growing business.

Nachteile

The least is the price for the program because we don't use every icon on here right now.

Vorteile

HouseCall Pro's online booking system has transformed my company. It's made it extremely simple for my clients to book appointments online, saving both me and them time and trouble.

Nachteile

One disadvantage of HouseCall Pro is that estimates cannot be labeled as quotes or proposals, which can be confusing for clients.

Vorteile

Ease of use allows anyone to quickly navigate the system.

Nachteile

If I could get reports of daily sales tax collected material cost without needing to go into accounting software

Vorteile

User friendly, text and email correspondence ,history, charts for p and l with statistics growth charts etc , many more options like financing built in with software and phone service. The option to add tools as company grows.

Nachteile

As of yet have not found any issues, but would like to incorporate truck trackers

Vorteile

Ease of use and dependability quick answers

Nachteile

Harder to find information on mobile app

Vorteile

None there was nothing appealing about software

Nachteile

Everything especially customer service was treated poorly once they have your money everything goes downhill

Vorteile

Scheduling, automation, additional apps to improve productivity.

Nachteile

In a rural setting, sometimes its tough to use the app with no service on mobile. I have heard rumor about "offline mode", however....

Vorteile

It has streamlined our business in so many ways! We're now planning our work weeks out which makes our field team and customers very happy. We love that we'll be able to track our efficiency and the productivity of our team and really help us grow the business.

Nachteile

We have a lot of customers that are larger contractors so we have multiple jobs on the go at all times. Being able to have multiple contacts for one account that you can choose from and assign to specific jobs to receive text notifications would be a huge help.

Vorteile

It's easy to use & u can use it with big variety of options making invoices & making schedule, tasks administrating of the guest relations & payment system that makes the customer comfortable with safety

Nachteile

I need more technical support & private tutorial system to be manage it's applications perfectly

Vorteile

When onboarding a new employee this system is very easy to figure out both in the field and the office.

Nachteile

I like to see a clean schedule. It's tough to have someone run to give another tech a hand without throwing the look of the calendar off. They have changed the appearance too many times, it seems like they are always changing it but not focusing on the changes that would help HVAC the most.

Vorteile

HCP has a good scheduling function as it is easy to see a week and move resources around easily. It needs a rolling week versus a static Monday to Friday that is currently deployed. The current scheduling feature is HCP's best feature. Hopefully they will not change it and emulate other software firms that have absolutely poor scheduling functions

Nachteile

Impossible to use HCP to create contracts that are legally binding. Must use docuSign or another application. Invoicing cannot be customized. It is line items based and cannot be summarized. You cannot customize messaging, and invoices end up being most frustrating for customers on big multiday jobs. You cannot create and save your invoice letters. Integration with Quickbooks is a daily challenge, search function is truly a problem with the new release, there is no logic to how jobs and estimates are stored in hcp, hcp calls "jobs" invoices. Imagine getting an hcp "invoice" before the job has even started very confusing to customers and employees until you get used to it. this is for a tiny business or for a team who has no software experience.

Vorteile

Housecall Pro was a great help to our business. It helped systemize and digitize our service based business. It allowed us to dispatch our team members seamlessly, schedule our services and work them into our calendar easily. We were able to keep our customers organized and keep up on our billing and invoicing. The software was easy to learn and use and mobile friendly which meant our whole crew could use it on the go.

Nachteile

There were a few features that were missing for us as a landscaping business and therefore we had to switch softwares. The pricing was also a factor that caused us to switch.

Vorteile

It's relatively easy to use. I can schedule an estimate, then convert it to a job once approved, send the invoice and even take payments through the website/app

Nachteile

The online scheduling option seems like it could be a good feature, but our company doesn't use it much and the times we have used it, the emails just got lost or customers selected the wrong responses which led to confusion.
Scheduling a job that takes multiple days is also a bit of a nuisance. We switched from Jobber, and they were so easy to schedule a multiple day job.

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Vorteile

Our technicians are able to clearly see where they need to go and get information about the job before they even arrive. We are also able to convey things from dispatch that empower the technicians before they even get in the homeowner's driveway. The ease of invoicing and creating a price book has increased our profitability. We have found customers are paying much quicker when we send the invoices out immediately upon job completion.

Nachteile

There aren't many cons. I do wish there was a better integration for service agreements. Industry standard agreements are annual and offer a discount on services for the duration of the service year. If there was a way to have that all integrated and automated it would be nice.

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Vorteile

Its okay, but definately not great. They spend alot of time upgrading features that have little use, meanwhile leaving important features with critical issues unresolved. (like automatic late fees, and changing customers name in invoice if you accidentally have the wrong one in field).

Nachteile

CUSTOMER SERVICE!!!!!! Absolutely the worst! If you like to hire companies that will treat you like a human being this isnt it. We had to close our bank account after being hacked, and open another one for our protection. (According to the bank). I realized I had no number for housecall pro and could not call them. I could not update my account, resulting in loss of customers since they would not be able to pay by credit card since we couldnt easily manage connecting our new account. The lady who called was unbelieveably rude! when I told her that I lost customers because we couldnt bill them because of their system issues, she said "well thats your perception"....ummmm,,, no, reality. And she was obviously 20 with a righteous attitude who feels that she is above all else. Just disgusting attitude. It made me realize that I could not believe I have paid and supported this company who fails to properly train employees in customer service.

Vorteile

Housecall Pro has been a great addition to our company. We've used several different options in the past and never been satisfied until now. This software has saved us countless hours and made us a more profitable company. Great support

Nachteile

There are a few minor hiccups, but they can be easily worked around until the software team makes adjustments to eliminate them.

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Vorteile

What I liked about this software is the fact that the price, the customer service are easy to use. The emails are automated for good follow-up.

Nachteile

What I liked least is that when the system breaks down it destabilizes, until its reactivation.

Vorteile

I love HouseCall Pro because it seems to be a one-stop-shop for management. It has the capability to add your Quickbooks which takes care of your taxes; Gusto for Payroll and many other for other required business activities. I am still learning all the additionally features.

Nachteile

I dislike the fact that once you create an Estimate and send to client it does not allow for the client to pay a deposit; despite the Estimate having the request for a deposit. Once Estimate is approved, the administrator has to manually convert the Estimate to Job (Copy to Job) then; the administrator must include a "new" deposit request on the Invoice since the request from the Estimate is not even automatically converted. This seems to be backward and retarded of the developers given the additionally impressive features of the software.

Vorteile

Features that are supposed to work with the software would be great if they actually worked.

Nachteile

Customer service with this company is awful. Employees have a "take it or leave it" attitude and they could care less about how their service is a poor reflection on them. Stay clear of this company!

Vorteile

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

Nachteile

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.

Vorteile

Good product- does what it is supposed to do. You can schedule jobs, invoice customers, and develop a nice database of what you did with each customer. It has limitations and its share of glitches Support is mediocre but it is available. I've been a fan for a long time and have brought a number of businesses over to use their software. No more though.

Nachteile

If you grow from 5 to 6 employees watch out - its time to move to another software provider in my opinion. The pricing plan allows up to 5 employees for 1 set price. Keep in mind one of those 5 employees is your office staff so you really only get 4 field techs. If you add the 6th employee your HCP monthly price more than doubles the entire cost of the plan. There is now no longer a way to add 1 employee to their mid-tier plan - you have to move to the high tier plan. You can purchase 2 of the mid tier plans for less than the price of their high tier plan - this is just so ill-conceived! Last year we were able to add 1 additional employee for just a set fee per employee which was very reasonable. WHen that employee quit we were back down to 5...so were unaware that in June 2022 they made this change wiping out the ability to add an incremental employee without having to jump to the next tier. I am gobsmacked by how wrong of move this was on their part. The whole point of this software is helping you to grow your business - but apparently as soon as you do grow boy do they punish you for it!

Additionally their search function for the "pricebook" leaves a lot to be desired. If you type in a keyword like "flange" and you have multiple items with that keyword in the description you expect all of the items with that keyword to appear. It doesn't. Only some do. No rhyme or reason to it.

Uploading photos from field is dodgy and slow. Reports availble are not reliable or accurate

Vorteile

The dispatch capability is great. As a company using House Call Pro and as customer of another trade that used House Call Pro, I definitely found the text notifications an asset.

Nachteile

For overall job management, we needed a CRM that had a budget for job costs, commissions as well as communicate with some of our other software. This is a good software and we were excited about it but it ultimately didn't fit all that we needed and let us having to duplicate information between two programs.

Vorteile

Housecall Pro has made it much easier to manage my junk removal company. I can track the crew's progress throughout the day, make changes to customer bookings from my computer which my crew then sees on their phones, and the crew can communicate directly with customers through the app. It also handles professional invoicing and payments. It's made everything much easier, and the number of Google reviews we've gathered has skyrocketed due to their automatic customer close-out messages.

Nachteile

I don't like their direct online booking interface, if the customer were to use it, I find it confusing and not intuitive. We use a simpler very clear booking interface, then manually migrate those appointments into housecall pro.

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Vorteile

Before we found this software, we had to have everyone handwriting information, it was outdated and hard to access, and unorganized. This system has made our entire functionality change. We could never do what we do with a growing influx of customers without this phenomenal software. It has changed business and customer service for the better in every way.

Nachteile

The only issue we have is making sure that if we have a last minute change we have to ask our technician to refresh their app so that they can see changes. This is a minor inconvenience with the surplus of exemplary use we get from this software.

Vorteile

Review generation
Invoice easy to generate
Estimates easy to generate

Nachteile

I'm sorry, I'm running out of time to complete this. I could type for an hour at least in this space, PLEASE feel free to call me directly and we can discuss my recommendations [Sensitive Content ]

Vorteile

We are a plumbing service business.
We love the fact we can see all of our open jobs in one place, which can make us more efficient as a company in scheduling our jobs in certain areas of the city by zip codes.
We love using the online payment portal offered through use of this software, so our customers can go in and make payments at their convenience online, or we can process payment over the phone, as well as at the job site.
Housecall Pro offers so many integrated programs to run your business professionaly, and seamlessly.
If you are in the service industry, you really need to check this program out. You will be amazed and
very happy with everything about this software.

Nachteile

I cannot say anything negative about this software.
The software constantly expands and grows with your business.

Vorteile

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!

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

HCP is marginally useful for scheduling.

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

This has got to be the easiest "learning curve" I have ever experienced. Coming from a completely different industry, to manage the office here was a bit daunting. BUT - HouseCall Pro made it much easier.
a) Customers: Easy to set up customers in system, note their special preferences, create "tags" to track for where they heard about us, and contact them via emails or texts. Each account has the Zillow pic and profile of each of our customers - providing a wealth of information to us before we even arrive to service their home.
b) Employees: Love the "personal touch" of adding the photos of our team - Our customers can see who is arriving - and - with the notification system, they know when they will be there. TimeTracker makes payroll a snap, and allows employees the flexibility to check in and out while out in the field thru the app - not tied to a punch clock or computer in the office.
c) Scheduling: Easy to use, nice 'color-coding' features for each employee, with options to notify your customer of changes or not. Quickly able to schedule on the fly, thru the phone app. Can look day, week or month with a quick tab change.
d) Invoicing: LOVE it --- the team can enter in all their details, which would normally have to be transcribed from paper notes, on the Work Orders thru the phone app. Nice presentation to the customers, with immediate email invoice available, the minute the job is done and paid for. AND it flows to QuickBooks!

Nachteile

Creating "work arounds" for creating multiple sub-accounts for a main client. Sometimes, there needs to be a three layer deep ability to categorize a customer. Example: Parent Company (Main Customer), which has multiple condominium complexes (Sub Accounts of Main Customer)- each one having its own name/ billing account, and then, the need to create sub accounts for each Condo Complex (a Sub Sub Account) - for each individual Unit (for service address)

Vorteile

QBO synchronization, ease of use, ability to do estimates and invoices in the field. Tags allow tracking of specific items (similar to classes) like lead type and services provided. GPS to track employees and picture of house from Google maps shows on customer page. Auto responder feature, postcard program that is cost efficient. Great customer service, responsive. Online booking of jobs for customers. Ability to take credit cards. Mobile program lets customers know when you are on the way to their home. You can set up employees/techs and have their picture sent to the customer before they arrive at a job.

Nachteile

I have found issues with duplication of invoicing; there seems to be no recognition of multiple invoicing for a single estimate. No hyperlink option for the auto responder email program. Credit card option cannot be turned off on a mobile device, must be done on desktop version when invoicing. There is no job costing function. At $199.00 per month, I feel that this program can do so much more.

Vorteile

App use experience is phenomenal. I have written estimates In a time crunch in the driveway of the customers house b4 a sales meeting. While not ideal, the ability to have something for my client rather than nothing is all the difference. Only Houscall makes this possible.

Nachteile

Housecall over all gets 5 stars , no question about it. The only reason I gave 4 stars is some areas is because I am seeing the potential of the product and would like to see house call achieve that potential.
Web based use is definitely not the same experience as the app. Pages bog, cursors lag, and it takes time to write proposals and navigate.
While the organization of the web based platform is truly superior, the navigation is not.
I choose to log on the web based platform because of the clarity and organizational benefits but I often find myself frustrated, losing unsaved pages or saying “ common”.
With that said there is nothing that even comes close to what housecall offers me so take that criticism in perspective to the the truly awesomeness of house call as a whole.
I would like to add that house call software engineers have come up with some great ideas! Ideas I never knew I needed but now can not go with out.
Features such as street view and home value in the customers page is very helpful. Other helpful features SA colab with employees and sales updates, employee tracking and credit card processing on site are In app features I have been introduced to that I can’t live with out. These features may not seem like the back bone of your business head on but i can tell you in hindsight they all add up and contribute to your over all competitive edge.