Housecall Pro Erfahrungen

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

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

Good product- does what it is supposed to do. You can schedule jobs, invoice customers, and develop a nice database of what you did with each customer. It has limitations and its share of glitches Support is mediocre but it is available. I've been a fan for a long time and have brought a number of businesses over to use their software. No more though.

If you grow from 5 to 6 employees watch out - its time to move to another software provider in my opinion. The pricing plan allows up to 5 employees for 1 set price. Keep in mind one of those 5 employees is your office staff so you really only get 4 field techs. If you add the 6th employee your HCP monthly price more than doubles the entire cost of the plan. There is now no longer a way to add 1 employee to their mid-tier plan - you have to move to the high tier plan. You can purchase 2 of the mid tier plans for less than the price of their high tier plan - this is just so ill-conceived! Last year we were able to add 1 additional employee for just a set fee per employee which was very reasonable. WHen that employee quit we were back down to 5...so were unaware that in June 2022 they made this change wiping out the ability to add an incremental employee without having to jump to the next tier. I am gobsmacked by how wrong of move this was on their part. The whole point of this software is helping you to grow your business - but apparently as soon as you do grow boy do they punish you for it!

Additionally their search function for the "pricebook" leaves a lot to be desired. If you type in a keyword like "flange" and you have multiple items with that keyword in the description you expect all of the items with that keyword to appear. It doesn't. Only some do. No rhyme or reason to it.

Uploading photos from field is dodgy and slow. Reports availble are not reliable or accurate

The ease of use of this software is by far some of the best and I demoed several before deciding on Housecall Pro. This is our first go at a digital software and they have been excellent to work with in getting us a set up specific to our needs as a company. We like that it encompasses a review component as well as real time data for our office staff to see where our technicians are at on their schedule. The online community Facebook page has been a tremendous help in hearing how other companies are working through issues as business information in general.

There have been times where chatting into the blue bubble yields less than timely feedback for important things we need to get sorted out in the office. The Facebook group is helpful in me searching to find a work around or solution while I wait to hear back from the blue bubble. I understand why there is no direct phone contact for immediate issues, but it would be nice in dire times to be able to immediately get a person on the phone.

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

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

Having the ability to track time, movement, KPI's, reviews, payments, scheduling etc is so powerful!

There are some things that yhe other juggernauts in the industry have that this software doesn't but I am confident they will get there, and I'm happy to have gotten in at basicalky the ground floor.

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.

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.

The best thing about this program is the simplicity. It takes no time to figure out how to learn something new with this program. The customer support is great to work with and can figure most things out rather quickly. It's is so nice having such a great program with all the essentials built in one.

There isn't much to not like. The program is always updating features. They always takes suggestions, which is nice. If you'd like to see something, it's usually there within a few months.

Nothing. It's horrible software
All the functions sound great and useful but software straight does not function. Super glitchy and saved invoices just disappear. Customer service told me I manually deleted missing item that I did not delete and offered no solution to thousands of dollars of missing billable work

Everything. It's horrible software
All the functions sound great and useful but software straight does not function. Super glitchy and saved invoices just disappear. Customer service told me I manually deleted missing item that I did not delete and offered no solution to thousands of dollars of missing billable work

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.

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.

With my main responsibility being dispatching service calls and administrative work, Housecall Pro makes it so easy to have all of the information in one place. You are able to see the status of service calls and invoice homeowners directly from the app. Another great feature of Housecall Pro is offering direct communication with customers and employees via text from the app. The convenience of an online dispatching system is that information can be accessed and updated in real-time so that everyone has accurate information at all times.

Customer service agents are available via chat during business hours and provide solutions to problems that you have within minutes which is also very helpful and reassuring when you have questions.

There is nothing in particular that I don't like about Housecall Pro. Housecall Pro will continue to offer an excellent product, while actively improving their site and adding new features on a regular basis.

This has got to be the easiest "learning curve" I have ever experienced. Coming from a completely different industry, to manage the office here was a bit daunting. BUT - HouseCall Pro made it much easier.
a) Customers: Easy to set up customers in system, note their special preferences, create "tags" to track for where they heard about us, and contact them via emails or texts. Each account has the Zillow pic and profile of each of our customers - providing a wealth of information to us before we even arrive to service their home.
b) Employees: Love the "personal touch" of adding the photos of our team - Our customers can see who is arriving - and - with the notification system, they know when they will be there. TimeTracker makes payroll a snap, and allows employees the flexibility to check in and out while out in the field thru the app - not tied to a punch clock or computer in the office.
c) Scheduling: Easy to use, nice 'color-coding' features for each employee, with options to notify your customer of changes or not. Quickly able to schedule on the fly, thru the phone app. Can look day, week or month with a quick tab change.
d) Invoicing: LOVE it --- the team can enter in all their details, which would normally have to be transcribed from paper notes, on the Work Orders thru the phone app. Nice presentation to the customers, with immediate email invoice available, the minute the job is done and paid for. AND it flows to QuickBooks!

Creating "work arounds" for creating multiple sub-accounts for a main client. Sometimes, there needs to be a three layer deep ability to categorize a customer. Example: Parent Company (Main Customer), which has multiple condominium complexes (Sub Accounts of Main Customer)- each one having its own name/ billing account, and then, the need to create sub accounts for each Condo Complex (a Sub Sub Account) - for each individual Unit (for service address)

My most favorite part of this software is the people that back it up. Software is software, it's the people who make the difference.
All of the Housecall Pro teams are some of the most amazing people in this world.
The software is very user friendly with many features being created to meet the demands and needs of the trades that use. The continuous upgrades to the platform, features and 3rd party extensions that make the user experience more customizable for the intended users.
Always pushing the boundaries of excellence.

The accounting side of things for the money transmitted to the bank. Sometimes there are glitches that cause problems within the money deposited transmissions and the tax rate causes errors that are not always an easy fix. The work around to fix the errors caused more work for me by having to go into my quickbooks to change a tax rate then reinstate it to the original rate. Oye' vei ?

New employees catch on very quickly! They like how user friendly it is for anyone and everyone who may not be technologically savvy!

Our customers also enjoy the ease of paying their bills, seeing that we are on our way and even our progress along the way.

We have been able to gain steady reviews after every completed job!

I would like to see more selections for pulling data and generating sales, total sales, estimated sales for each month, maybe a comparison graph of where you are now from last year or last month?

The graphs and data I can pull now is good, however, it would be even better to be able to gather more since this is all that I use for the business.

The other part would be, maybe making it less complicating? For example, if I want to compare anything of sales in the business right now (we detail and pressure wash) I was told I would need to gi back and make sure each job had a job tag, and then make sure I could identify it by one other thing that I can’t remember (I apologize).
On the spot entering in all the customers information, there are times job tags are forgotten, however, now I try not to forget them ever.

Overall, having a graph that could pull data without having to tag this and add that would allow me less time spending on that and more time on other business items that I can never seem to get much time for at all.

good for new company that wants to go paperless.

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.

This software will organize your business. It can be used as a work order system to keep track of customers, invoices, scheduling, and incorporates into quickbooks!

It is relatively easy to use, even for non tech people. Nice features that help you keep track of when jobs are start, end, and are paid out. It will send automatic reminders to customers about upcoming jobs.

It cannot be used as an estimating software because it does not make an agreement between the contractor and the customer. This is the current process...the customer hits "accept" on the contractor's estimate but there is no agreement sent to either party. Also as a contractor, you do not know who accepted your estimate because the software does not capture a signature from the person "clicking accept." Basically, as a contractor if anything goes wrong on a job you do not have a signed agreement with to enforce. You must use a supplemental software with signature capture in order to have an agreement.

There are a few features the app currently does provide.
- A customer can sign off on the work that was preformed stating that it was completed.
- There is also an activity feed page that shows the time and date the customer "accepted" the proposal. However, none of this will do you any good if you do not have a contract illustrating the name/date/amount agreed to between the other party.

Our employees always had issues uploading pictures to estimates and jobs.

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.

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.

The best thing about Housecall Pro is the invoice that the customers see. It is clean, easy to read, and makes online payment easy. Payment can be made directly from the invoice and there is no need for the customer to open a web portal or log in to view and pay invoices. The mobile app dashboard is great for getting to the job... one tap to send an "on my way" message and another tap to open up google maps. easy.

The invoicing features (or lack thereof) are infuriating!

1. When you are creating invoices, you can't edit the default email message to have it save your preferences. You have to type out or copy and paste your custom text EVERY INVOICE YOU SEND. I would like to send a nice "thank you for using my services", "refer us", "call with questions" message with all my invoices, but it is a huge pain in the butt and takes too long to do it EVERY TIME!

2. If most of your customers are net 30, there are no automatic payment reminders or Payment Past Due notices. you have to do all of that manually. Since the software doesn't allow for custom email templates, each reminder you send has to be typed out manually or copied and pasted from a Word Doc.

3. The invoices are lacking different areas to add important information and instead rely on a general "Notes" text box at the bottom for Purchase Order numbers, billing disclaimers, and job notes. It gets busy fast.

4. The software and app are generally "clunky" to use. The interface requires a lot of full page loads vs drop down or pop-up fields in order to create a new customer and invoice so it takes twice the time it should, especially with a spotty data connection.

5. There is not a true CRM (customer relationship management) functionality. You can create email marketing campaigns, but it won't remind you customer's birthdays, or when someone has hit a loyalty program milestone, or let you auto-schedule calls or texts.