I love Housecall Pro

I love that I can do everything in one spot. Employees can clock in, jobs can be scheduled. Dashboards are present to view performance, and credit processing is easy.

A bit expensive per month but it definitely has a lot of features. Every now and then it will have some bugs but easily fixed.

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.

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.

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!

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.

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.

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.

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

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.

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

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

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.

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

My overall experience with Housecall Pro has been fantastic. Even more so since I upgraded to the XL

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.

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.

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.

It did get me thinking about how I do my books now which I use a software and I also log a general ledger by hand.

It keeps track of each project on a daily basis, My business is setup to where we could be on the same job for 1 week or 2 months , this software is best for daily services businesses.

That it did keep daily track of your operations, financial and cost of expenses including materials and labor efficiency.

Sometimes, using multiple software applications, to try and get one job done can be frustrating. Not so with HouseCall Pro. The customer service over chat is so quick and easy, as well as the "tips and troubleshooting" search -- any problems I am having are usually "self-generated." LOL!

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)

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

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.

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.

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.

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

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

Horrible, expensive and a waste of time

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

It's relatively easy to use. I can schedule an estimate, then convert it to a job once approved, send the invoice and even take payments through the website/app

The online scheduling option seems like it could be a good feature, but our company doesn't use it much and the times we have used it, the emails just got lost or customers selected the wrong responses which led to confusion. Scheduling a job that takes multiple days is also a bit of a nuisance. We switched from Jobber, and they were so easy to schedule a multiple day job.

From customer service, integration and ease of use this product can't be beat

The scheduling feature alone makes our daily operation extremely efficient, couple that with the customer notification system and you have a full office in the palm of your hand!

We haven't found anything yet! The system is very easy to use!

I love the relationships I’ve been able to develop with the Housecall Pro staff! They are so selfless and really care about their Customers. They are innovative and always looking for a way to help us out!

Housecall Pro has changed how we do business for the better! It saves us countless hours. We have streamlined so many of our processes. Our customers love the communication it provides. It’s been one of the best business decisions we’ve made!

I’ve struggled a bit with running reports but that could just be a user error and lack of knowledge on my part.

HCP has brought our business to the next level. We have been using the software for two years and have a very basic plan. Before HCP, we were keeping our appointments in a spiral calendar and customer information was difficult to maintain. With HCP, we have been able to better track our customer activity and history. One of the newer features that I find interesting is the lifetime value of the customer. This is giving us some insight into how much revenue our customers generate. I am considering upgrading to the next level of HCP to begin accessing some of the marketing tools that HCP promotes.

I like the ease of use for employees and users in the field. It is simple, yet allows our company to be in contact with our customers. From the office perspective, we have reduced how many invoices we are sending the mail significantly. Our customers like receiving e-mails from us, including the invoices. The portal for payment is easy to use. There has been a significant increase in online payments through the portal. Our employees find the app easy to use and the location services make it easy for them to find our customers homes.

The times on the schedule page, need to somehow be highlighted or the top of the hour bolded. It is really difficult to schedule an appointment on the week view for Friday, because the time is in the far left margin. I would love to have the ability to make comments on the time card section. That way when I need to make a change to an employee's time card, I can also note why the change was made. The way that the credit card payments integrate with quickbooks is frustrating, as I have to go to each transaction and manually change where it posts the payment. I would like to have the ability to designate where the payment goes. In addition, it would be nice to change the QB display name on HCP ourselves, instead of talking with customer support. One more thing, can payments affecting more than one invoice be posted as one payment, versus each individual invoice. This would make processing deposits so much easier.

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.

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.

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.

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.

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.

By utilizing Housecall Pro platform, we are much more organized in our processes from Technicians, Customers and Training. Our revenue increased more than 25% in the first year and nearly 30 in the second. The hands on support from the very top echelon of upper management is unfounded. Nowhere else have we experienced first hand the level of support from all of Housecall Pro's teams from the top COO to the IT Technicians who continually improve the platform.

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 ?

Overall I am pretty satisfied.

Easy integration, new features being added fairly quickly, love that they work with third party applications that help our business grow and features that benefit our customers such as the Consumer Financing, especially since the COVID hit. Their customer service is great, there is always someone willing to help me when I get in a jam and need help quickly. The software is easy to use and learn. There are features that can be added along the way as your business grows to help the company to continue to grow. I am waiting to see what new features they will add next.

Would like to see more consumer financing options for people with lower credit scores though. I would like to see the ability to add a middle name in the customer information section of the app. I have trouble when I have more than one customer with the same first and last name. Also, there is an issue where you only have the option of homeowner and business, but nothing for tenant. Not to mention that sometimes we have to bill the tenant and the the owner and vise versa. There is also and issue when you send the invoice over to QuickBooks and you have an invoice being sent to the owner but the tenant CST info was used to schedule the estimate and the job, it wants to put the tenants name in the Billing information section of the invoice instead of the sending or jobsite section of the invoice. I have to manually change the information before emailing or printing out the invoice in QuickBooks.

Housecall Pro is an all-in-one business management platform designed to streamline the operations of home service businesses. Its web-based app and mobile companion app make it easy for technicians to communicate with customers, access customer information, and create detailed estimates, invoices, and job schedules. One of the standout features of Housecall Pro is its user-friendly interface for both technicians and customers, with digital signature capabilities for faster processing. The interactive timeline feature allows businesses to easily access past job records and customer profiles, while automated payment processing reduces errors and saves time. The automatic syncing between the mobile and web applications ensures technicians stay organized, even without access to a computer in the field. Housecall Pro is an ideal solution for small, growing businesses seeking to manage their operations more efficiently and effectively.

Housecall Pro is an excellent all-in-one software for small business owners and service providers. It provides a wide range of features that make running a service business easier than ever before. All the essential tools come together to make scheduling, invoicing, payments, customer management and more as easy as possible. The app has been designed with ease of use in mind and it’s intuitive user interface allows users to get up to speed quickly. Housecall Pro is an impressive tool that can help streamline any service-based business. Highly recommended!

Users can easily look up past job records during subsequent visits or follow up conversations through an interactive timeline feature within each customer profile.

I am a painting and drywall contractor in the Indianapolis area and have looked at about a dozen different programs to help me run my business. The first thing I can say, is that it seems that no perfect program exists, since most are either too generic (difficult to tailor to my industry) or too cumbersome. I actually "used", as in, not really, Builder Trend for a period of time, but found it to be way more than I really needed. Method CRM was another, but it seemed too difficult to master. Several of my coleages in the industry are using estimating software, in addition to Basecamp, Pipeline Deals and other things. Since I am a one man operation, I have to do everything from sales to production to marketing to billing, so time is at a premium for me and I needed a solution that was easy enough to learn. I also needed a program that would synch with my Quickbooks online (another imperfect program, but its what I know) and allow me to function in the field. I eventually stumbled upon HouseCall Pro and was impressed enough to give it a shot. Right from the start, I found it easy to learn. In fact, I signed up, had my personalized tutorial and three hours later was writing my first estimate in the field on it. I will highlight the pros and cons in the fields below, but I can say that this is a company that is constantly improving its product. I get the sense that they want to be able to provide a one stop program. I say that because I have had conversations with one of their specialists and he was asking me what else would I like to see them doing to improve. They have a chat bubble online (at your desktop only) that is available most hours and they connect quickly with helpful answers. My biggest beef with this program is that they are spending a lot of time building new features into the program when I think they should be tweaking existing features. For example, there is an auto responder email feature that you can set up for as many emails as you like, but they have not included an option to include hyperlinks in the emails. I am sending out a survey form and also a review request form, in which I have created the links, but the customer is forced to copy and paste in order to access these. Unfortunately, I am getting zero responses because a hyperlink would be easier. All in all, I think HouseCall Pro is on the right track, but they have a way to go before they can live up to their true potential.

QBO synchronization, ease of use, ability to do estimates and invoices in the field. Tags allow tracking of specific items (similar to classes) like lead type and services provided. GPS to track employees and picture of house from Google maps shows on customer page. Auto responder feature, postcard program that is cost efficient. Great customer service, responsive. Online booking of jobs for customers. Ability to take credit cards. Mobile program lets customers know when you are on the way to their home. You can set up employees/techs and have their picture sent to the customer before they arrive at a job.

I have found issues with duplication of invoicing; there seems to be no recognition of multiple invoicing for a single estimate. No hyperlink option for the auto responder email program. Credit card option cannot be turned off on a mobile device, must be done on desktop version when invoicing. There is no job costing function. At $199.00 per month, I feel that this program can do so much more.

I have been a user since House Call Pro went national with their service. I don't have anything but good things about the company itself and the app/software! First, the app is for the phone works flawlessly and has improved so much since I first started. (aka awesome development and customer service team behind the app). The latest feature that I love is the employee time tracking feature! They can clock in and out right in the app! and the report for that is simple and user-friendly! I have 1 employee and looking to add another and this solves that huge time tracking issue I was having because they listen to their pros. Now that doesn't cover what my customers have said to me about how they like all the notifications and email reminders and text alerts and so on and so on. This adds so much value to my company. Communication with customers is I think #1 in service based business' and House Call Pro knocks it out of the park! Also great customer service. Great development speed. They are always getting feedback from their pros and using that to put the more requested features to the top of their development roadmap. I love that and have seen it over and over again the past 1.5 years or so I have been using the app.

Cons? I would have to say no Ipad native app. However, they have made changes to the web portal so it is touch screen friendly and you can still use the mobile app as well just zoomed in. But the web portal through the browser on my iPad works well, I just know it would be snappier as a dedicated app. BUT I also know adding another version of the app would slow overall development of new features as a whole so I am understanding.