Opiniones de Housecall Pro

Una herramienta muy profesional y completa

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.

ventajas para quienes realizan visitas a domicilio

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.

Streamline Your Field Service Business with Housecall Pro

Comentarios: A complete and well-designed field service management tool, Housecall Pro is especially well-suited for small and medium-sized firms. It is a fantastic alternative for companies trying to streamline their processes and increase productivity because of its simplicity of use, mobile app, and variety of features.

Puntos a favor:

Even non-technical people may easily utilize Housecall Pro's intuitive interface and user-friendly design to explore and find the functions they require. This tool is an all-in-one solution for field service firms because to its extensive feature set, which includes appointment scheduling, billing, payment processing, client administration, and marketing tools. Businesses can manage their operations from anywhere, make appointments, issue invoices, and collect money with this tool mobile app. With its customization features, it enables companies to adapt the application to their unique requirements and work processes. Businesses can quickly book and manage appointments using the scheduling option in Housecall Pro, which helps to reduce waiting times and boost output.

Puntos en contra:

In comparison to some other field service management software alternatives, Housecall Pro does not have as many platform and software connectors. Overall is okay.

I am obsessed!

Comentarios: We came running back to HCP after using another software for a year. Our breaking point with that software was the price book being outrageously difficult to utilize. With the new DOE changes for 2023, ALL hvac major equipment has been changed and we needed to do update that accordingly. The price book in HCP is smart, helpful, calculated, and still very easy to figure out and utilize.

Puntos a favor:

We used HCP for years when we decided to move to another software. After a year on that other software, we came RUNNING back to HCP for many reasons. The biggest reasons? Ease of use, amazing features, customer service, and price points.

Puntos en contra:

Auto pricing for Maintenance Plan Agreements. It is technically there but having it more in depth would be great. Example: Our Gold Level get $0 service call fee-10% off materials-$50 off new system. HCP provides that 10% off though so still an absolutely amazing feature!

Incredulous

Comentarios: So, we moved and I changed the business address a couple of months ago in my profile. Somehow during the change some profane words were written in the license box and then were saved. After that every invoice a customer received as a PDF has the profane words at the bottom of the invoice. HCP Said that they have no way of telling me when the exact date change was or a way to forward the emails sent to customers in the time frame so I can limit the amount of customers I need to confess this to. (some customers don't look at the PDF) This is something to think about here because HCP sends the email and we don't get Cc'ed or Bcc'ed. Therefore after a customer gets an invoice a permitted staff worker can change information later. It is incredulous that they can't look back at email history; I would think twice about using Twilio then. Although it is on my end that the profanity was created it was HCP that polished it into customers email. this makes them libel. Customers don't often open the PDFs when one does I will promptly give them HCP's number.

Puntos a favor:

good for new company that wants to go paperless.

Puntos en contra:

HCP the company is moving towards marketing. The pro clients are no longer the target clients. The pros are now the "Product" and the new target audience are warrantee companies. There is no way to quickly search for jobs and clients from the main page using key word. Things that make sense on a google platform are nixed in the HCP board room.And my main complaint: emails to clients are sent from HCP and the Pros are not even sent a copy of what they get. Therefore, there is no traceability compliance. When an invoice is created and sent the job is not locked up and can be edited after the client is billed out. The office will never see what the client gets sent and HCP can not dig it up for you. Emails are lost after 7 days I'm told.

Value for money

Comentarios: I Preferred that Housecall Pro seasoned came with a huge range of commercial enterprise management dashboards that have been uncluttered and easy to use. I am so thrilled that the gadget collected a huge variety of scheduling, dispatching, tracking, and reporting talents, amongst many others, right into a significant vicinity

Puntos a favor:

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

Puntos en contra:

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

Easily Organize Business Services with Housecall Pro's Comprehensive Software Solution

Comentarios: Housecall Pro is an all-in-one, cloud-based software platform designed to help home service businesses manage their operations and grow. It features powerful automation that streamlines scheduling and dispatching processes, automated customer communication via text messages and emails, invoicing capabilities, integrated payment processing options, marketing tools such as email campaigns and social media messaging, and eporting dashboards. The easy-to-use interface puts everything you need in one place so it’s simple to create quotes or estimates on the fly from the field or office. With Housecall Pro you can also access realtime data about your business performance for greater operational insights allowing you to make better informed decisions quickly. An added bonus of using Housecall Pro is its seamless integration with popular third party apps like QuickBooks Online & Xero accounting software so you can manage your finances quickly & easily from one central hub. All in all Housecall Pro offers a great solution for businesses looking for an organized way to run their day to day operations efficiently whilst simultaneously improving customer engagement & satisfaction rates too!

Puntos a favor:

1. Streamlines Business Operations: Housecall Pro makes it easier for service businesses to manage scheduling, routing, invoicing, and payments all from one centralized platform. This feature helps streamline business operations and increases efficiency.2. Automation of Administrative Tasks: Housecall Pro automates administrative tasks such as appointment reminders and payment processing so that service providers can focus on providing excellent customer experiences instead of dealing with back-end paperwork.3. Easy Accessibility: With the mobile app version of Housecall Pro, you can quickly access your in-app dashboard anytime and anywhere so that you are always up to date on customers’ appointments or new bookings coming through the system.4 Increased Profitability: By leveraging features like automated payments, automatic invoicing, discounts & coupons, integrated marketing tools etc., business owners can increase their profitability while still delivering exceptional services to their customers.

Puntos en contra:

No issue found. it is best software for our client

"A Time-Saving Tool for Busy Home Service Professionals"

Comentarios: Housecall Pro is helping businesses streamline their operations and scale their business by providing a comprehensive all-in-one software solution for service professionals. Benefits realized include increased customer service, improved scheduling and dispatching efficiency, automated invoicing and payments, enhanced customer communication, and improved marketing and insights. Additionally, Housecall Pro provides a platform for businesses to increase their customer base, build customer loyalty and grow their business.

Puntos a favor:

The most impactful features of Housecall Pro include its ability to manage clients, book appointments, accept payments, schedule jobs, and automate customer notifications. It also offers a unified platform for managing customer data, employee productivity, and financial records. Housecall Pro is designed to be user-friendly, and its intuitive interface makes it easy to learn and understand. The product also offers a range of tutorials and support documents to help users get up and running quickly. Integrating Housecall Pro with existing business processes is easy. The product supports integrations with popular accounting, CRM, and POS systems, as well as with Zapier for connecting with custom systems.

Puntos en contra:

There are a few features that I feel could be improved or added to Housecall Pro. One of these is the ability to connect Housecall Pro with other software programs, such as QuickBooks or other accounting programs. This would be a great way to streamline the invoicing and payment processes, as well as make it easier to keep track of customer information. Additionally, I think the mobile app needs some work, as it is not very intuitive or user-friendly. The integration with existing business processes can be difficult. Housecall Pro doesn’t always recognize existing customer information, so you may need to manually enter a customer’s details into the system. Additionally, the invoicing process can be confusing and time consuming.

product review

Comentarios: The biggest problem I was having was Scheduling. Now I can see all of my techs and easily layout or adjust the schedule.

Puntos a favor:

the most impactful has been the scheduling & invoicing features

Puntos en contra:

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.

HouseCall Pro from a Person who is not techie

Comentarios: Problems Solved by Using This Product:Housecall Pro helps you manage your appointments and schedule jobs quickly and easily. You can create customized invoices, track payments, and set up automated reminders for customers who are late on payments. You can send automated texts, emails, and voicemails to customers to keep them informed about their jobs. Housecall Pro helps you track job progress, materials used, and expenses incurred so you can stay organized and on top of your business. Benefits of Using This Product:Housecall Pro helps you save time and money by streamlining your business processes. You can increase your profitability through improved customer communication and accurate invoicing. Your customers will appreciate the improved communication and timely job completion that Housecall Pro offers.

Puntos a favor:

Housecall Pro offers a range of features and services that make it a popular choice among service providers, including mobile access, online booking, real-time scheduling, and easy invoice creation. The platform is also user-friendly, making it easy for service providers to manage their appointments, billing, and invoicing.

Puntos en contra:

Some users may find Housecall Pro to be a bit pricey compared to other similar services. Additionally, some users may find the platform to be a bit limited in terms of customizability, as some features and services may not be available in all regions. Finally, some users may find the platform's mobile app to be a bit buggy and prone to crashes, which can be frustrating for those who rely on it heavily.

Happy to have found HCP

Comentarios: Love it!

Puntos a favor:

I love all the features so far. Just need a GPS for our large trucks that works with this software.

Puntos en contra:

No GPS tracking software compatible. That's really the only Con.

Housecall Pro is Fantastic!

Comentarios: Overall, Housecall Pro is a must have for everyone who runs a home services business. Reliable and easy to use.

Puntos a favor:

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!

Puntos en contra:

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.

Amazing!

Comentarios: With HCP we are able to streamline invoicing & dispatching. We are also able to provide valuable information to our clients that we could not do before. We increased efficiency by 45% within the first 30 days of using HCP.

Puntos a favor:

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.

Puntos en contra:

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.

Housecall Pro Pros & Cons

Comentarios: I am very happy with it. I came from Wintac. I was with Wintac for about 25 years and made the switch to Housecall Pro and it has helped me with things Wintac was not capable of helping me with, like my online presence, getting more reviews, tracking how long employees take at jobs, etc.

Puntos a favor:

Very easy to use, the user interface is clear, has mobile app, has desktop app, the company listens to its users and make updates to the software pretty quick. Has open API to a lot of 3rd party software and is open to having more. work orders are great

Puntos en contra:

Still building new features that are very important to have but not there yet, some important features are there but seems like not a lot of time was put into those features where more time might have been put in other less important features. Reporting does not dig deep enough. service agreements need work

Great Software for Residential Service

Comentarios: HCP handles a lot of my business for me. It even has online booking features.

Puntos a favor:

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

Puntos en contra:

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.

Plumbing Dispatch Friendly

Puntos a favor:

I no longer have to fill out work orders or contantly update customers with arrival times and scheduling. The app does it for us! It's saved me a lot of time so I can focus on other aspects of our business and has pleased our customers greatly! It's showing from the increase of reviews! The ability to link to Google and QBO are two of the best features as well as the time I save on the phone with customers playing call tag, etc. In plumbing, we are able to edit the blocks of time for unexpected repairs that come up and prevent overbooking and add segments for ongoing WIP jobs. HCP has made my work streamlined from the start!

Puntos en contra:

There are a few features I wish that are available but that doesn't mean they won't be in the near future with their hard working support team. A subtotal line is desperately needed. I wish I got emails when my customers do so I can quickly reference what and when I sent it. Segment options for estimates would be nice since at this point you can only select one of multiple estimates. A drop down list of customers when searching for one would save me some time. Some customers have difficult spelling of names so to be able to type the first and second letter and have it bring up the customer list would be a huge help without having to press enter.

Housecall Pro Rocks

Comentarios: The best part about Housecall Pro is the fact that we have all of our information for the entire business in one spot. It is one stop shop. It also integrates with Quickbooks Online, so we do not have to mess with transferring everything every time. It automatically does it for us. The customer service is also great, as they are quick to find an answer if they cannot fix it right away. I would highly recommend this company and software.

Puntos a favor:

This software brings our entire company together. It helps us with all the scheduling needs that we have, and definitely helps keep all of your information together in one spot. You can also access this from your mobile devices too which is huge! We wouldn't be where we are today in our company if it wasn't for Housecall Pro.

Puntos en contra:

There are a few features missing, that could make some delegations a little easier, but after while, when they hear from a bunch of people that they want this option added, they will add and integrate it to the software.

HouseCall Pro

Puntos a favor:

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.

Puntos en contra:

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.

Love this software

Comentarios: Love it. Used it before and got my new employer to use it because how great it is.

Puntos a favor:

Had almost all the features of much more expensive products I have used in the past.

Puntos en contra:

Wish it showed side by side pricing of discounts to show savings on a line by line basis, rather than just at the bottom.

Mixed Emotions

Comentarios: PRO: Liked the GPS locator for the office and field techs. The app was also very easy for the techs to maneuver. Having a picture of the tech when notifying the customer via text they were on their way was great. Made our customers feel at ease for them to know who would be coming to their door.
CON: Chat takes way too long and not able to speak to someone. We have a lot of commercial accounts that require a purchase order number on the invoice. There is no "box" to add PO, need to put in the notes at bottom of invoice. Should be at the top of the invoice for customers to reference quickly. Job location only has two lines available. Again, a lot of our commercial customers have several job descriptions and need to have the job location name (1st line), street address (2nd line) and city, state and zip (3rd line). They do have the "parent/child" entry but they are separate from each other when searching or invoicing. Can't search for an invoice number quickly. Need to pull up the customer and then find the invoice. Invoice template could not be changed, font too large and spaced out way too far so almost every invoice went into 2 pages. A lot of our commercial customers had complained because they were having to print out multiple pages for an invoice.

Puntos a favor:

We loved the GPS that showed the property location and street view. This helped our techs locate the property without questioning. Also when entering the job, it prevented the office from a typo when entering the property street address.

Puntos en contra:

At first sign up we were given our "own" personal trainer. However, she was on a time limit and did not help with our concerns. Would cut me off and say she had to take other calls, would need to set up another appointment... a few days later. Got my 30 minutes again, then she said set up 5 jobs and see how they go. The problem is that our business did not stop, it had to keep running and we didn't know how to set up our system. By the time it was set up we had a huge backlog of entering, late invoices, etc. After our 2 or 3 visits with our "personal trainers", they converted us to customer service online chat only. It took a long time to get someone to respond, most times would lead into another question, wait again, and so on. Wasted so much time in the office! At the beginning of set up, it took days and hours to get results, very, very frustrating. Kept asking if we could just speak to someone and they said they were set up for online chat and could make an appointment if the concern was something a chat could not resolve. I would need help at that moment, would not want to wait several days to speak to someone. ( After a few weeks we ended up going to Service Fusion which gave us 60 full days with our personal trainer. Would spend up to an hour on the phone guiding us through the set up. And if our rep was not available, you could speak to anyone on the customer service team. Absolutely wonderful!)

A review of Housecall Pro CRM

Comentarios: It is much easier to look up phone numbers, addresses, and prior work orders within Housecall Pro vs. our former manual paper system. Also a good feature HC Pro provides is the ability to collect payments in the field which is probably more accurate and faster than other methods.

Puntos a favor:

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.

Puntos en contra:

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.

This software changed my life and kept my relationship together!

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

Housecall Pro Getting Better With Age.

Comentarios: We are a small HVAC service and install company. Using Housecall Pro has been a positive experience. It has greatly improved scheduling for both customers and employees. A/R has been a very positive aspect. Integration with QB has made the accounting side of the business cleaner with less conflict. We are now beginning to use the service contract feature. HCP support always respond in a timely fashion and are always seeking to improve.

Puntos a favor:

Seamless integration with Quickbooks is the most important feature. Once we learned to categorize where we wanted charges to show in QB such as "Labor" or "Material & Supplies" then reconciliation became easy. Software is easy to navigate and customize. Scheduling service for our customers is a major feature and increases customer confidence. Our A/R has improved dramatically. More of our customers use the pay online feature and the ability to accept cc payments is a huge plus. Admin settings allow to set cc minimum payments and employee access through mobile app.

Puntos en contra:

Would love have an attachment icon in customer history window indicating service calls that have attached photos or documents uploaded without having to open each one individually. I would also like to have the ability to record customer equipment Model & Serial #'s and connect services to particular equipment. Example: Customer has (5) individual air con systems. Enter Model & Serial #'s, and name systems. Then all future service at that site can be attached to a particular piece of equipment with the ability to run a report. Options for "Summer" & "Winter" maintenance to run reports for recurring future would also be on my wish list.

Great addition to our small business.

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.

Thank You

Comentarios: Great, I am where I am today mainly because of their system, I wouldn't have been able to manage things like I do today without them.

Puntos a favor:

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.

Puntos en contra:

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.