Running a business that involves sending technicians out into the field is a tough business, whether you’re in plumbing, HVAC, or carpentry. You have a lot of moving parts, you’re constantly writing bills, and there are a million things that can go wrong – ruin your day or even your bottom line.
Enter the Housecall Pro software. This cloud-based platform aims to make things easier for field service managers, providing an easy way to monitor your team while automating many of the tasks you probably do manually now, like notifying customers or billing.
We were very impressed with this software, and while there are a few downsides that may be deal breakers for some, we believe Housecall Pro will help most managers streamline their operations and save time.
Who is Housecall Pro for?
Housecall Pro is a simple, cloud-based field service management software platform aimed at helping businesses track jobs, monitor technician activity, and easily generate invoices.
It is both a browser-based software and an application, and it is mainly aimed at sectors such as housekeeping services, HVAC installation and maintenance, plumbing and professions similar. It has lots of automation features and allows customers to book services through the HouseCall mobile app, making it ideal for businesses that want to reduce a lot of manual data entry and form filling.
Features of Housecall Pro
Housecall Pro does a great job of creating a simple and easy-to-use platform, and it has some really solid features that make it easier to manage your team as well as your relationship with your clients.
One of the best things about Housecall Pro is its customer database, which is easy to access whether you’re on the browser or accessing it on your smartphone. It’s easy to call any contact and see the full customer history and any pending jobs or invoices. You can also use it to connect directly with customers, either personally or automatically through notifications.
There are also options to add “customer attachments”, useful for keeping all the files associated with that customer, and you can set recurring automatic invoices if it’s someone you do a lot of business with.
The software features a schedule calendar that can be switched between day, week, and month.
Scheduling is as simple as clicking on a time slot, choosing between “work”, “estimate” and “event”, then choosing a client to associate it with and any other notes or attachments that need to be included. Once in the calendar, it will appear on the dashboard when its due date approaches.
Housecall Pro creates invoices very easily, certainly one of the strengths of the software.
When you access a task, a list of icons at the top indicates the progress of the task, and when you click on “invoice”, the software immediately displays an invoice already filled in with all the details. After taking a quick look at it, you can click “Next”, which will then bring up an email with all the fields filled in, which you can edit as needed, and then click “send”.
Additionally, the system makes it easy for the customer to pay, as they can pay directly from the invoice without having to log into a website or portal.
Plus, the software integrates with Quickbooks, making accounting a lot easier.
For many software options, field service or otherwise, the application is an afterthought – barebones and often glitchy.
This is not the case with the Housecall Pro app, which is as easy to use as the Housecall Pro desktop version and offers essentially the same functionality. You get a dashboard similar to what you would get in the browser, and handy icons at the bottom help you navigate.
Another cool feature: when you tap on a customer, it automatically loads an image of the address assigned to that customer via Google Maps, which can be useful when technicians are out in the field trying to find the location.
The ease of use of Housecall Pro
In this area, the software really shines. The dashboard is divided into blocks displaying things like Sales Rank, Upcoming Jobs, Current Status, Open Estimates, Open Invoices, Paid Invoices, Tag Jobs, and Custom Reports. You can customize the layout, move blocks around to increase visibility, and add or remove blocks depending on what you want to see.
The six icons at the top left help you easily navigate to the most important parts of the software: Dashboard, Calendar, Customers, Map, My Apps, and My Money.
And then there’s the app, which somehow manages to take the web version and sport a very similar look to your phone, so it’s seamless to switch between them. Because it’s on the cloud, any update you make on the phone or the browser will automatically update both.
Housecall Pro Pricing
The software is a bit pricey, starting at $49/month for one user if you sign up for a year or $65/month if you want to upgrade to monthly. It’s $109/month with an annual plan, or $149/month otherwise, for one to five users. For both options, it’s $30/month for each additional user.
And if you have more than five users, you’ll want to sign up for their XL version, which doesn’t have a price listed. Instead, the website urges you to contact them for pricing and states that the XL version is “designed for current (and future) million-dollar businesses.”
They offer a 14-day free trial with no credit card required, so it’s easy to at least try Housecall Pro for a few weeks if you’re not sure if it’s worth it.
Housecall Pro Support
Housecall Pro’s support is solid, but it does have its downsides. Customers will usually be directed to support through the chat bubble that appears on the website. There doesn’t seem to be a way to contact support through the app.
If you want more support than that, be prepared to pay for it. A one-on-one onboarding coach is only available after you sign up for the second tier subscription, and if you want a dedicated account manager and enhanced phone support, you’ll need to sign up for XL.
Benefits of Housecall Pro
Housecall Pro has some surprisingly powerful features for a cloud-based app, but its real strength is its ease of use. It automatically performs many tasks for you, which is a godsend for field service managers tired of manually entering data and filling out forms.
And you can get started right away, without a lot of onboarding or training. It’s intuitive, which means you can start using it as soon as you create an account.
Plus, the mobile app is rock solid, which really feels like you’re taking the software with you on the go rather than a shadow of it with only the most basic features. It also has a cool Google Maps feature that shows your technicians what the building looks like as they drive to the job site.
Housecall Pro impresses with its functionality, simplicity
Overall, we were really impressed with Housecall Pro. It’s simple, cloud-based software, but it has great features and it makes field service a lot easier, which is ultimately what it’s all about.
It’s not perfect, of course. Subscriptions can get expensive, many additional features require upgrading, and you’ll have to pay extra for tech support that goes beyond live chat. Additionally, we would have liked more customization options for automatic email and SMS notifications sent to customers.
However, even the most basic version of this software without all the paid extras does a great job of organizing clients, automating tasks, communicating with clients, and controlling your team. You can pick it up immediately and start using it, and it will definitely simplify your business.