15 años ayudando a las empresas españolas
a elegir el mejor software

Opiniones de Housecall Pro

Sobre Housecall Pro

Aplicación de gestión de servicios externos todo en uno repleta de funciones para administrar y hacer crecer empresas de cualquier tamaño. ¡Facturación, pagos y más!

Descubre más sobre Housecall Pro

Puntos a favor:

It allows you to keep track of your business and better control invoicing. Customer Service is always there to help you when you need them most.

Puntos en contra:

The employee time tracking sucks, in out only other programs show the the time thought out the day of each but that minor.

Valoraciones de Housecall Pro

Evaluación media

Facilidad de uso
4,6
Atención al cliente
4,7
Funcionalidades
4,5
Relación calidad-precio
4,6

Probabilidad de recomendación

9,2/10

Housecall Pro tiene una valoración global de 4,7 estrellas sobre 5 según las 2.777 opiniones de usuarios de Capterra.

¿Has utilizado Housecall Pro?

Comparte tu experiencia con otros compradores de software.

Filtrar opiniones (2.777)

Mariel
Planner Engineer en España
Energías renovables y medio ambiente, 5.001-10.000 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Programación y facturación optimizadas con Housecall Pro

5,0 hace 10 meses

Comentarios: A pesar de la atención al cliente lenta ocasional, estoy encantado con mi experiencia general con Housecall Pro.

Puntos a favor:

La función de facturación me ha facilitado mucho la vida, ya que puedo enviar facturas de aspecto profesional directamente desde la aplicación.

Puntos en contra:

Una desventaja que encontré con Housecall Pro es que su atención al cliente puede ser un poco lenta a veces.

Respuesta de Housecall Pro

hace 10 meses

Thank you for the review! Glad Housecall Pro is making things easier for you! Our primary support is through the blue chat bubble, but we do also have an inbound phone line you can call at 858-842-5746. Also, feel free to email me at proadvocate@housecallpro.com. Thanks again and have a great day! ¡Gracias por la reseña! ¡Me alegro de que Housecall Pro te facilite las cosas! Nuestro soporte principal es a través de la burbuja de chat azul, pero también tenemos una línea telefónica entrante a la que puede llamar al 858-842-5746. Además, no dude en enviarme un correo electrónico a proadvocate@housecallpro.com. Gracias de nuevo y ten un buen día!

Roberto
Roberto
Project Manager en España
Usuario de Linkedin verificado
Marketing y publicidad, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Una herramienta muy profesional y completa

4,0 el año pasado

Puntos a favor:

La uso para gestión de facturas y programar, muy profesional

Puntos en contra:

Podría estar en español, aunque yo la manejo bien, a alguno de mis ayudantes le cuesta.

Respuesta de Housecall Pro

el año pasado

Hi Roberto, thank you so much for taking the time to leave us a review, your feedback is very valuable to us. We would love the opportunity to speak with you to learn more about your experience. If you're open to discussing further, please send us an email at the address provided. Thank you again.

Luis Felipe
Luis Felipe
arquitecta en Colombia
Usuario de Linkedin verificado
Arquitectura y planificación, Trabajador autónomo
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

ventajas para quienes realizan visitas a domicilio

4,0 hace 12 meses

Puntos a favor:

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.

Puntos en contra:

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

Respuesta de Housecall Pro

hace 11 meses

Gracias por tus comentarios! Me alegro mucho que la aplicacion te ayuda ahorrar tiempo y tener un horario mas eficiente! Tenemos mucho orgullo en la usabilidad de nuestra plataforma, pero entendemos que puede tomar mas tiempo para algunas personas educarse en como usarlo. Nuestro "Centro de Ayuda" (https://help.housecallpro.com/en/) ofrece muchos videos instruccionales y articulos con instruciones paso a paso. Adicionalmente, nuestros clientes en el plan de "MAX" reciben un onboarding completo como parte del plan! Si necesitas soporte, puedes mandarme un mensaje a proadvocate@housecallpro.com. Gracias & que tengas un buen dia!

Rayanne
Rayanne
Operations Manager en EE. UU.
Usuario de Linkedin verificado
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

EXCELLENT

5,0 hace 3 años

Puntos a favor:

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.

Puntos en contra:

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.

Paul
Paul
Owner en EE. UU.
Usuario de Linkedin verificado
Fabricación de productos eléctricos/electrónicos, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas previamente:

Great Product!

5,0 hace 4 años

Comentarios: CRAZY! how I ever managed without it. My life as a business owner was forever simplified by this on decision. Great Job Guys! Really, I mean it.

Puntos a favor:

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.

Puntos en contra:

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.

Kimberly
Office Manager en EE. UU.
Juegos de azar y casinos, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña
Fuente: SoftwareAdvice

Good, Bad & Ugly

4,0 hace 2 meses

Comentarios: There are many really good thing in the basic scheduling, estimates, service plans, jobs and such. But, my level of frustration with the administrative side of this program is equivalent to how good the dispatch and job creation side.

Puntos a favor:

For the most part the base program is really good. Jobs, Estimates, Scheduling, etc. However,...

Puntos en contra:

The payroll is so full of bugs it needs several cans of Raid to try to wrangle some of then into the corral. The whole money section is full of blue pigs. I can't even corral those hogs for nothin. And the reports leave a lot to be desired as well. Frustrated...

Antonio
Developer en España
Bienes de consumo, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Housecall Pro has made managing my home service business so much easier!

3,0 hace 2 meses Nuevo

Puntos a favor:

The scheduling and invoicing features are a game-changer for me.

Puntos en contra:

I wish the mobile app had more customization options for my business needs.

Ryan
Ryan
Managing Partner en EE. UU.
Usuario de Linkedin verificado
Propiedad inmobiliaria, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Great software that has really helped us take our remediation business to the next level.

5,0 hace 2 años

Comentarios: HousecallPro has helped us take our business to the next level and makes dispatching, estimating, and bookkeeping much easier. I've used other competitive products in the past, but nothing has come close to the features of HousecallPro.

Puntos a favor:

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

Puntos en contra:

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.

Respuesta de Housecall Pro

hace 2 años

Hi Ryan, thank you so much for taking the time to leave us a kind review. We really appreciate your rating and value you greatly as a Housecall Pro. Pro Advocate Team

Doug
iwner en EE. UU.
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña
Fuente: SoftwareAdvice

used to be good

2,0 hace 4 meses

Comentarios: support is aweful, they dont care about customers anymore. They keep trying to add new tings and never fix the old. It become a bandaid upon bandaid

Puntos a favor:

not much anymore. It used to be good, but they keep trying to add thing and nothing works right

Puntos en contra:

I hate that they never take responsibility. If you get to talk to someone, they act like you are wasting their time

Jonathon
Jonathon
President en EE. UU.
Usuario de Linkedin verificado
Servicios para el consumidor, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas previamente:

Pros & Cons about Housecall Pro

5,0 hace 3 años

Comentarios: My overall experience is GREAT! I've used two other software platforms and HCP by far is more superior!!

Puntos a favor:

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.

Puntos en contra:

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.

Paul
Paul
Director. Sales & Marketing en EE. UU.
Usuario de Linkedin verificado
Empleo y contratación, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Don’t choose a premium cloud solution for scheduling and invoicing without giving Housecall a good l

5,0 hace 4 años

Comentarios: Great support both technically and from a corporate level with live events they add value as a user of the product and as a business manager/owner. Tremendous commitment to support the “pros” that make up their customer base

Puntos a favor:

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.

Puntos en contra:

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

Kevin
Kevin
Owner en EE. UU.
Usuario de Linkedin verificado
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Great value for most small businesses

5,0 hace 3 años

Comentarios: It has been great!

Puntos a favor:

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

Puntos en contra:

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

Eric
Eric
HVAC/R CONTRACTOR en EE. UU.
Usuario de Linkedin verificado
Servicios, Trabajador autónomo
Ha utilizado el software durante: Más de un año
Fuente de la reseña

I LOVE USING HOUSECALL PRO IN OUR HOME SERVICE BUSINESS

5,0 hace 4 años

Comentarios: HOUSECALL PRO HAS STREAMLINED MY INVOICING, CUSTOMER DATA STORAGE, CUSTOMER INTERACTION, AND MUCH MORE. THE SOFTWARE IS CONTINUALLY GETTING BETTER AND THE CUSTOMER SUPORT INTERACTION IS ABOVE AVERAGE. I AM VERY HAPPY WITH HOUSECALL PRO!!

Puntos a favor:

FUNCTIONALITY, TECH SUPPORT, AND VALUE VS PRICE

Puntos en contra:

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.

Wayne
Owner en EE. UU.
Servicios para el consumidor, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas previamente:

The best service management software for small to medium service companies.

5,0 hace 5 años

Puntos a favor:

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

Puntos en contra:

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.

Roger
President en EE. UU.
Fabricación de productos eléctricos/electrónicos, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Gets easier to use and better everyday. Support from the company is amazing, they are alway evolving

4,0 hace 4 años

Comentarios: HCP is giving me time to market and feels like a partner or mentor to our continued growth and success.

Puntos a favor:

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.

Puntos en contra:

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.

Jason
owner en EE. UU.
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Housecall Pro - ALMOST the best home services software on the market

4,0 hace 4 años

Comentarios: Initially very good upon onboarding. As soon as we were up and running we were asked to join a few other programs they offered which were beneficial to us and due to the initial
low price we were happy to add these on.
As far as functionality, the system is great for home services companies with features like "on my way" texting and emails as well as processing for payments and online booking. Implementation by the company was our issue. The features were great but many were buggy and did not work well together.

Puntos a favor:

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

Puntos en contra:

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

Respuesta de Housecall Pro

hace 4 años

Thanks for your loyalty and the 4-star review, Jason. We are constantly making improvements to the platform and launching new features. Our chat bubble is able to handle many of our customer's questions, but we have recently launched some packages that come with dedicated phone support for those who prefer that. Please take a look and let us know if you would be interested in one!

Carla
Owner, plumbing co. en EE. UU.
Construcción, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

So much potential...so much that was wrong.

2,0 hace 4 años

Comentarios: Frustrating, frustrating, frustrating. Best word to describe HousecallPro. The worst thing is when you call for help or do a chat, they give you bad advice, you relay it to the techs in the field, you mess up everything and have to start over and then you figure it out yourself. The tech support crew at HCP doesn't know the program very well. It is highly frustrating to open a chat, get bad advice, get a wrong answer and before they can figure it out you figure it out for them and let them know the correct answer for the next person that chats in with the same issue.

Puntos a favor:

Integrated with Quick Books Online. It is hard to say what we liked about it. It had a map built in so we could see where the techs were theoretically but didn't exactly work all the time.

Puntos en contra:

Frustrating to find out the history they said would be imported only gave us dates of service, not the actual history. We could not see what we had done for the customer only what amounts Quickbooks had received and when. That is not history. Something that was major for us is that if you have a multiple day job, remodel, tunneling to replace a sewer system, running new water lines in a house you have to add additional scheduling and each occurrence ends up in QuickBooks whether you billed out for that or not. In other words we had multiple no money due invoices in QB's that didn't need to go over because customers should receive one invoice for a job with all the details on the one invoice not multiple invoices with small amounts on them. This was the worst.

Ben
CEO en EE. UU.
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas previamente:

Possibly the best CRM

5,0 hace 4 años

Comentarios: I have been very happy with my experience since implementing Housecall Pro. I would like to see a few more features, but it has been ever evolving so I’m sure I will see those in the near future.

Puntos a favor:

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

Puntos en contra:

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 .

Skye
Owner en EE. UU.
Hostelería, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas previamente:

This software is a game changer

5,0 hace 3 años

Puntos a favor:

Our customers love the communication. Our staff love how easy it is to use the app. It sets us miles ahead of our competition and gives us that sharp professional look we strive to bring our customers on the job. The fact that it communicates with our Quickbooks software makes the accounting end simple and saves a tremendous amount of time.

Puntos en contra:

At this point, there isn't anything I don't like about HCP! I am a happy customer!

Denise
Office Manager en EE. UU.
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

HOUSE CALL PRO

4,0 hace 6 años

Comentarios: I like HouseCall Pro very much on the desk top version and would definitely recommend the program to others. I would not recommend the mobile version at this point only because of the issues I have stated. I hope that in time the mobile version will catch up to the desk top version for the ADMIN to be able to conduct business whether in the field or in the office.

Puntos a favor:

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.

Puntos en contra:

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.

Barry
Owner en EE. UU.
Arquitectura y planificación, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

House call review

5,0 hace 4 años

Puntos a favor:

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.

Puntos en contra:

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.

Scott
Owner/Operator en EE. UU.
Servicios para el consumidor, Trabajador autónomo
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Pro user

4,0 hace 4 años

Comentarios: 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.

Puntos a favor:

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!

Puntos en contra:

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.

Dereck
Owner/Operator en EE. UU.
Construcción, Trabajador autónomo
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Great addition to our small business.

5,0 hace 4 años

Comentarios: 1. Able to stay more organized.
2. Able to send out estimates faster.
3. Able to locate customers accounts faster.

Puntos a favor:

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.

Puntos en contra:

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.

Alyssa
Office Manager en EE. UU.
Productos químicos, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Incompetence is Damaging my Business

3,0 hace 3 años

Comentarios: We inherited the use of this software from someone whose business we purchased. It looked promising and we decided to transition, which took MONTHS, and involved multiple issues with importing existing customers, even after several attempts to manually adapt our reports to line up with their templates, ultimately ending with a patchy, subpar work-around. This ended up being the approach repeatedly in the following years. We reluctantly renewed for one more year because of the hassle of yet another transition, and I can certainly say it has proved to be a mistake and regret.

Puntos a favor:

When it works, it works well and there are minimal issues. "When it works" is not acceptable.

Puntos en contra:

The support team has only ever responded to issues with inconvenient manual work-arounds. Their customer import doesn't work so I have to send the report to an email and they upload it on their end and can't guarantee how long it will take or how my notes and other fields will import. There is no option to add custom fields to jobs or accounts. There have been several bugs and issues that go days unacknowledged and then take days to fix, meanwhile interrupting the flow of my business and causing errors for my customers. The last 2 days there have been 15-30 minute waits just to get a reply to a chat for support.

JULIE
owner/admin en EE. UU.
Construcción, Trabajador autónomo
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

This software changed my life and kept my relationship together!

5,0 hace 6 años

Comentarios: it makes my job way easier AND we were able to have a paperless office.

Puntos a favor:

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.

Puntos en contra:

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