Housecall Pro Erfahrungen

Vorteile

Der Software ist sehr einfach zu nutzen und gleichzeitig hat usere Arbeitsqualität verbessert. Außerdem gibt es noch viele Tools und Futures, um der Arbeit zu vereinfachen.

Nachteile

Als ein normal benutzer habe ich keine Probleme herausgefunden. Also wir nutzen dieser Software seit mehr als ein Jahre und bisher läuft alles in Ordnung

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

QuickBooks Enterprise

Gründe für den Wechsel zu Housecall Pro

A friend of mine who opened an HVAC company the same time I opened my company sold me on the idea of sharing leads through the software. I went for a test drive the first month and was sold after interacting with the customer support team. OMG everyone is awesome! If Chick-Fila and Home Depot had a baby. Stellar Customer Service Model...

Vorteile

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

Nachteile

The sneaky sales tactics by their team.

In Betracht gezogene Alternativen

Jobber

Gründe für den Wechsel zu Housecall Pro

I did not Jobber is simple and honest

Vorteile

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.

Nachteile

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

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

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

FUNCTIONALITY, TECH SUPPORT, AND VALUE VS PRICE

Nachteile

IT IS ONLY USABLE WITH AN INTERNET CONNECTION FOR INVOICEING. I WOULD ALSO LIKE A VERSION THAT WORKS IN THE FIELD WHERE INTERNET IS NOT AVAILABLE.

Vorteile

The software is very easy to use and it allows that's to customize each order specifically to the house is going to

Nachteile

The only time I can say about it is I wish there was more to do with that

Vorteile

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

Nachteile

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.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

ServiceTitan und Jobber

Warum Housecall Pro gewählt wurde

Soho is great and house all sucks

Zuvor genutzte Software

Zoho Desk

Gründe für den Wechsel zu Housecall Pro

Better features. (But none of them actually work)

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.

In Betracht gezogene Alternativen

Jobber

Warum Housecall Pro gewählt wurde

Jobber was lacking some features that HCP had. Jobber also had some good features that HCP does not. In the end, the pros outweighed the cons and we made the switch.

Zuvor genutzte Software

Jobber

Vorteile

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.

Nachteile

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.

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

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

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.

Nachteile

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

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

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.

Nachteile

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.

Vorteile

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.

Nachteile

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 ?

Vorteile

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.

Nachteile

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.

Vorteile

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!

Nachteile

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

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

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.