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

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

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 didn't like anything about the company

Nachteile

They lied to me to get my business by promising a gift card

Vorteile

scheduling jobs in a customizable way tailored to our specific needs and adding attachments that help know more about a job when its being completed from when it was sold.

Nachteile

it does not have inventory management. we have to use another app for this and there isnt anything that integrates in with housecall.

Vorteile

I love that I can do almost everything with this software. It has helped our company grow and I love that we are able to grow with HouseCall Pro.

Nachteile

I would really like to have inventory management available and I do not like working with Stripe for the payment processing. I am however, glad that they are starting to allow payroll though.

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

I love that I can do everything in one spot. Employees can clock in, jobs can be scheduled. Dashboards are present to view performance, and credit processing is easy.

Nachteile

A bit expensive per month but it definitely has a lot of features. Every now and then it will have some bugs but easily fixed.

Vorteile

Housecall Pro has a robust amount of features in an affordable package.
The main interface is fairly easy to use
Dedicated online fan base on Facebook that is a ton of help

Nachteile

No official support phone line from the company. They utilize a chat bubble on their website for support and have little to no way of escalating a problem to speak with someone.

The implementation of new features comes fast and furious. The features are not always perfected before implementation and are buggy

In Betracht gezogene Alternativen

Joist

Warum Housecall Pro gewählt wurde

We were consolidating the number of programs we were using

Gründe für den Wechsel zu Housecall Pro

a much larger catalog of options and seemingly great customer support

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Procore

Gründe für den Wechsel zu Housecall Pro

Less expensive and seemed geared more towards HVAC with some pre packaged industry specific templates.

Vorteile

Many things. I like the payment options I can give to clients, the calendar sync, estimates, postcard integration, support systems etc.

Nachteile

Sometimes it takes a while to load on the customer's end so they think it’s not working. I think it’s just because it’s encrypted though.

Vorteile

Setting up our company was very easy and quick. Invoicing and dispatching jobs is detailed and easy to do. Creating price lists is the best feature, it eliminates questions often asked by staff on how to price something. We were able to create several price lists to accommodate contracted clients, residential and sub contractor pricing as well. Purchasing HCP software was the best decision we have made for business solutions. We are able to track labor, costs, payroll, invoicing, dispatching, we can see the location of technicians in the field also. You have the ability to track them in live time. The best feature the technicians like is the ability to take pictures within the app and add directly to specific work orders.

Customer service is exceptional and responds quickly(depending on the time of day). In most cases you can find the answer you're looking for via the FAQ section. This feature is available on the desktop and mobile formats making it easy for technicians in the field to find an answer themselves without having to call into the office for information. Running reports are simple as well.

Nachteile

Our least favorite items within the app is not being able to select which permissions you want employees to be able to see. Meaning the tech can see revenue on jobs etc.

There is a 2day lag on deposits. The processing fees for a CC is inline with other merchants currently available.

In Betracht gezogene Alternativen

Square Point of Sale

Gründe für den Wechsel zu Housecall Pro

HCP offered everything we needed and features we didn't know we needed.

Vorteile

Ease of setup. Kind and patient support team. Did I say patient? After our office manager retired, we were able to implement HCP and within weeks realized that we no longer needed an office manager! It was tough to change my ways after doing “what worked” for the first 28 years, but these last two years with HCP have really helped us grow and I spend about 15 hours/week less sitting at a desk. Our crews like having the power to create estimates and quote work and extras. The payment portal speeds up collections. The software is constantly improving. We are a completely paperless company now, save for permit applications and such. It is so easy to schedule out days, weeks, a month. Drag and drop to move appointments. Creating/changing unit prices is so easy.

Nachteile

Making changes to estimates or invoices to a customer puts you back to the dashboard, which is distracting if you are handling multiple invoices for a property management company for instance. A work around is to open each one in a new window on the desktop. We use the desktop site in the field since the mobile site will not rotate on our iPads and we have keyboard cases. The dashboard shows outstanding invoices when you log on, but you cannot click on them individually to review. No integration with QB desktop, though I may be the only person who has that problem.

Vorteile

I like that a conference call was set up with me to discuss a major issue I had with billing multiple contact/dept clients. They listened to my concerns and within 2 hours made a change to the software they we now utilize on a weekly basis.

Nachteile

There's still a few buttons that need to be accessible a little easier. For instance, the client search has too many steps to be the single most used button. (that's why we have hcp is to keep track of our clients info etc. (too many un-needed steps). You've made me click the client page, then I have to select the search bar... which happens to be on the opposite end of the screen. Either have the search bar auto fill (start curser there) so we can click client, and then start typing the clients name, or (my preference) add the search bar to the header and have it accessible from every page.

2nd biggest fix requested: I really wish we would get a notification similar to when a invoice doesn't connect with QBO properly for when our text and emails don't go through to the client. We love the software so much that we use the omw, finish tabs as well as sending estimates via email... and it's frustrating hearing the client didn't receive the notification only to then learn we had a missing letter or wrong digit etc. that we could have caught initially. It makes the client feel like we've forgotten them when they are expecting the notification and we do our part, but they don't receive it.... and we don't know that it didn't get completed.

Vorteile

Ease of use and navigation. Features that are offered to compliment it.

Nachteile

Could use a few more options. It is easy to use from a phone but I would like pictures attached to the price list items to make it easier to navigate on the phone .

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

Convenience, combines most of your business programs into one easy to use program
Customer Service, with offices on both coasts I am able to get in contact with customer service within 10 minutes.
Accessibility, I can access the program from any computer with internet connection or use my phone via the app.
Faster Reporting, employees out on the job can add details, services, or new jobs on sight.
Cuts out bridges between programs and communication, I can enter in a job on the program, assign my employee and it's sent to whomever I need it to be sent to (employee or client) saves me from having to enter it onto either a paper calendar, or a shared calendar, and then notifying the employee of the job and then waiting on a report that they have completed the work.
No contract - you can do monthly, half year or annual commitments

Nachteile

Limited customization, I have to incorporate my own item code to personalize my clients services. The invoices are also limited on what can be changed/added
Only completed jobs can be searched. There's no search or sort option for each client. So I have to scroll through jobs. Once a client accumulates work it can be a hassle to scroll though pages of information.
Confirmation emails, because the invoices are sent though the program. I don't receive confirmation emails. It only show what has been sent.

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

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

It was easy to understand and integrate with quickbooks.

Nachteile

This is a good system for someone that sits at their computer and someone that has alot of time to message back and forth with support for a couple of days to get an issue resolved, if you can get a resolution. They would rather give you options that take more time from you running your company so they don't have to change and or evolve the system to make things more efficient and give all the information that you need to see in the system. For the last year and a half I have been dealing with this company and I would rather call my cable company or cell phone company then to have to deal with the messaging back and forth with the support team. They do not have a number to call and get quick answers or responses. They also don't offer email to use with your domain which is something that most other software companies do when they offer a web domain. They are not going to change anything that you suggest even though they say the listen to what you suggest. Listening and doing are two different things. This company has set my company back do to their unwillingness to evolve the system. Truly check around, other companies might charge more but I wish I would have saw this review before I signed up, because the extra money it would cost with other companies would have saved alot of time wasted and time is money. They don't care about your time.

Vorteile

Ok so my partner and I started a new business together and I was using Joist which, for free, is a sweet app but I quickly realized that a serious business needed a serious software to help with logistics. Demo ensued and... Long story short our sales person was really cool and answered all of my difficult questions with ease. And trust me I am an office gorilla. And if you are trying to bamboozle me, well, I have those maternal instincts that can smell bamboozling a mile away. the program was easy to use and easy to learn. It has a real-time app that my tech in the field uses, it is partnered with zillow so the service address shows up with all the juicy details, bed/bathroom, sq ft, price it sold for . my tech uses the map function so he doesn't have to call me for directions. you can search specific date ranges and tag customers with specific tags for ROI data. It keeps a graph display dashboard of all the business vitals. Unlike other programs this one lets you pick the level you want to pay and for more you can get extra services. the lowest level still gives you plenty to run a successful business. I LOVE house call Sparky, the virtual text concierge, that reminds clients when their appointment is, confirms appt, tells them when the tech is en route and when a job is finished. There is a pay online feature, a "bill to separate address" feature, and the customer service is the BEST I've ever dealt with. they even take suggestions.

Nachteile

when you use the payment box to run a credit card it pops up in the center of the screen and you cant move it to see what the billing zip is on the screen below it.
I don't know if it's me but sometimes it takes a few seconds longer than I like to load between screens. There might be a toggle feature I am missing.
I work hard and I expect my technology to do the same.
I would like to see a little more flexibility in the price list feature. It should operate faster with the line item selection. If I pick something I know is in our saved price list it takes a minute for it to populate the selection box.
When you are inputting the prices of line items by hand the cursor goes to weird places in the price. drives me bonkers

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.