The HindSite Solution Software

Great product for service companies. People are very nice and they are responsive.

Pros

Having contracts in the system and knowing that once they are completed they will get billed properly.

Cons

Anytime you need to make a change to a contract it seems like it is easier to delete the current one and add a new one.

Pros

Makes scheduling a breeze! Love the "Daily Must Do" list to make sure that things are not forgotten.

Cons

Would love to be able to access program on the go. More training for new office employees using the program would be nice.

Overall my experience has been great. The staff and HindSite really support their product to the best of their abilities, and their attitude makes the small nuances in the software easy to overlook.

Pros

The support staff is phenomenal, they are always helpful and informative, and are never afraid to admit if they need help from a superior. I have had great experiences with every level of personnel they have. The software itself is very thorough, almost overwhelming, without a little direction. The ease of scheduling and ability to customize to your own specific requirements is great, and the integration with QuickBooks makes invoicing mostly a breeze. The contracts and marketing aspects which tie everything together really make it a must have for any service based company, especially in their industry-specific niche. Keeping track of parts & products for billing and inventory is SO easy.

Cons

Not cloud or web-based: lose power at the office, and the mobile techs can be at a loss. So many options and features make development a little slow, and tweaking existing products to perfection is can be hampered by new feature additions. Sometimes contract labor conversions to QuickBooks invoicing can be glitchy.

Complicated setup. Support staff friendly and helpful during business hours. No support or manuals after hours. I received a notification they are starting a forum for clients bit still very little information available.

This product has every bell and whistle with no user manual or searchable help center. It is not for the company that doesn't have a dedicated office person who only schedules and bills. If you have many crews and dedicated full time office staff, it may be for you. The one on one support comes from very nice, helpful staff, but that is really the only help you can get, as long as it is during business hours through a call back system. If it is after hours and you can't find the solution sitting through an outdated video, too bad. And with a program this immense and intense, that is pretty pathetic. I believe the program has great capabilities, but it is not user friendly

This software has the ability for technicians to web sync while in the field. This means if the office changes the schedule they can see the changes. Also if the tech is running ahead or behind of schedule there is real time updates and then can be adjusted saving tons of time and definitely money. The developers are constantly improving the software by updating reporting features or adding programs such as Hindsite Connect. Having the ability to email customers confirmations and marketing material directly from the software will save time since we will not have to export and sort the information in another program.

This product is extremely useful for coordinating multiple projects and completely our tracking and billing tasks. The UI is very easy to learn and to train others on. Would recommend this product highly.

Hindsite Software is an amazing tool for any company in the service industry. I recommend this to any business owner looking to streamline their operations. It is truly a complete solution for project management.

The product also comes with excellent customer support and a free training session. There isn't anything else you can ask for from this software.

Our landscaping company was restricted from growing due to our systems. With hindsite not only could we grow, but we could leave the office to one or 2 people while everyone else was out taking care of customers, finding new leads, etc.

We contiue to be grateful for all the details that Hindsite has allowed us to manage for our business. Our customers also find GREAT value in the fact that they can call the office and get highly detailed answers from office staff very quickly and efficiently (thanks to the HISTORY feature). As an office administrator, scheduling multiple technicians for multiple services (estimates, repairs, installations etc.) has become MUCH easier with HindSite Software. Using HindSite software in conjunction with a mapping software allows us to schedule appointments much more efficiently by location, eliminating a great deal of drive time. Many service related industries can benefit from HindSite. If you're IN to details, HindSite is the program for your business. There are many ways to track time records for employees and several mapping features that are sure to be helpful.

Pros

The biggest PRO I think HindSite offers is the CUSTOM REPORTS - you can pull just about any report needed for about any situation for any data captured. Another favorite feature is ADD-A-NOTE. This lets you attach a note to the customer (ie. calls made to or received from) and keeps it with that contact. SPECIAL NEEDS is an amazing feature for the office personnel to allow them quick information about a customer such as "HIS name is Kelly, HERS is Jean" or "Must pay past due balance prior to scheduling next service". Then there's PDA SPECIAL NEEDS is great for service technicians. It's a special 'pop-up message' that appears as they time in to a job and allows us to warn technicians for items such as Dogs, warranty void, or other items that only pertain to that particular customer. REMINDERS is another one of my favorite features for tasks you don't want to forget for the future. HISTORY keeps all data at your fingertips for all services rendered. There are MANY more benefits too!

Cons

If you want to review work schedules from a past dates, you will only be able to view the data that exists with current employees who are licensed. All of the data for each customer still exists in the HISTORY, its just that you cannot expect all the appointments to be in a screen where you can view the schedule as it was from a past date. The exception to this would be if you retain the same staff/licenses. Moving appointments or changing from one date to another is very easy - sometimes too easy. If you're not careful it's possible to accidently relocate a scheduled appointment to a date or time that wasn't intended.

Great product and people. If you have more than 5 technicians and a person in the office this product will pay for itself twice in the first year easily.

Pros

Connects with Quickbooks well. Scheduling. Tracks all time and parts in the field. Spectacular support and people.

Cons

Routing is a little week and can bounce around a bit as more jobs are added to a schedule.

I rate Hindsite as an A+ product. It is sensational in how it functions and there customer support is beyond tremendous! There is always a learning curve with any new software but our office manager and myself picked it up very quickly. We manage over 4,500 customers. My office manager has said he will quit if I ever quit using Hindsite. It is that good!

Pros

Ability to websync service tech. invoices from the field back to the office in real time. Has great lightning fast connection with quickbooks software. No more double data entry for the office. Everything from parts to labor to service plans are entered by our technicians in the field using a droid phone or netbooks and there data is sent back to our office via the web in seconds. We click one button and the invoices are already done in quickbooks. They are emailed out the same day from our office. It has done away with paper invoices at our office. No more squinting and trying to read your technicians chicken scratches which is suppose to pass as handwriting. Has fantastic search query ability. I can search the Hindsite database by phone, address, first or last name or any other field in the database. The database functionality is fantastic. Easily export data files to excel for an email broadcast or voice phone broadcast. Hindsite has revolutionized our business!!!!!

Cons

None that I can think of. It is a terrific product and I am a raving fan!

HS is not just a product, but a solution to much of what ails a mobile service group. If you work on it and use it and work on it again, before long you'll be amazed at what you can achieve. HS can give you back your sanity. I doubt your hair will grow back, but you'll stop pulling it out.
HS has some of the best support guys out there. They are friendly and helpful and they don't let you down. I've worked with HS for several years now and I'm a bigger fan every year. If you run a mobile service business I'm sure you'll find The Hindsite Solution fits your needs.

Pros

HS is extremely versatile.
Scheduling jobs is easy.
Mapping helps you route techs.
Word and Excel merge provide you with custom sign-offs, quote sheets, etc.
Picture assessments help me document "before and after"
Assessments ensure my techs record the appropriate data so I don't have to go back.
HS changed the way I run my business
Every year HS gets better and more useful

Cons

This is not really a con, but...
You get what you give! If you don't spend the time rethinking your business and exploring the capabilities of HS (or any other solution) you'll get what you deserve- we'll, maybe a little more. HS has a lot to offer, but you'll have to work a bit to make it the incredible tool that I believe it is. Don't get me wrong- you can be up and running in short amount of time and you'll be better off than using a white board or a spread sheet. But is that all you want?