What is Housecall Pro?
Housecall Pro is a field service management (FSM) solution used by thousands of home service businesses to automate and optimize their field operations. Housecall Pro is used in a variety of industries including cleaning, electrical, HVAC, and plumbing. This solution includes the core set of features found in most FSM solutions including online booking, quote management, scheduling, a mobile application, and invoicing.
Table of Contents
- What is Housecall Pro?
- Full Review
- Housecall Pro Pricing & Cost
- Housecall Pro Features
- Industry Specializations
- Housecall Pro Alternatives & Competitors
- Is Housecall Pro Right For You?
Housecall Pro was founded in 2013 by Ian Heidt. Today, Housecall Pro is used by over 15,000 home service businesses nationwide.
Housecall Pro offers several useful features that help businesses automate and optimize important tasks. These features include online booking, quote management, scheduling, a mobile application, and invoicing.
Housecall Pro is typically used by businesses in the cleaning, electrical, HVAC, and plumbing industry. However, Housecall Pro is a versatile solution that can be used by businesses in other industries as well.
Overall, Housecall Pro is a useful field service management solution best suited for small-to-medium service businesses. If you desire a solution with an easy-to-use interface and a robust mobile application, we recommend Housecall Pro. If automated quote follow-up reminders is a must-have feature for you, consider testing another solution like ServiceM8.
Housecall Pro Pricing & Cost
Housecall Pro pricing ranges from $65 to $229 per month. The company offers a 15% to 30% discount for annual contracts that are paid upfront. Here’s an overview of Housecall Pro’s pricing plans:
Housecall Pro Features
Below, we'll discuss the key features of Housecall Pro, and how they can streamline your workflow and automate many of your day-to-day tasks. We include screenshots of the product to give you a sense of its design and layout.
When you log into Housecall Pro, you will be directed to the dashboard. The dashboard provides an overview of your service business. The dashboard is organized into modules that showcase key items in your business including:
- Open & paid invoices
- Open estimates
- Parts ordered
- Recurring service plans
- Sales leaderboard
- Today’s stats
- Upcoming jobs
Housecall Pro’s online booking tool helps you book more jobs by allowing customers to request services online. Housecall Pro offers a “book now” button you can place on your company website or social media channels.
Clicking the button will send the client to an online booking form. Clients will select a service, choose a preferred time, and enter their contact information. When the client completes the form, Housecall Pro will automatically alert you of the incoming job request.
Housecall Pro’s analytics report can be set up to tell you how many new jobs came from each of your online marketing campaigns. For example, you can run a Facebook campaign and see that it led to exactly 5 new jobs in one week. This information is required to determine if your marketing investments are profitable.
Housecall Pro helps you efficiently create, send, and track quotes and estimates. Housecall Pro allows you to add important details to quotes such as line items for services & materials, a message to the customer, and file attachments.
You can send quotes to your customers by text or email. The message includes a link where your customer can review the quote, and accept or decline the service. After a customer accepts or declines your quote, you will automatically receive an email notification alerting you of their decision.
In the Customers module, you can track and manage all of your current and past clients. You can create customer profiles and store important information including:
- Contact information
- Customer location
- Invoice history
- Past jobs & quotes
Housecall Pro includes search and filtering tools to help you sort and locate clients efficiently. Also, you can add tags to your customers to help organize your client list.
Scheduling and Dispatching
Housecall Pro allows office staff to efficiently schedule and dispatch team members. Using this solution, office staff can:
- Create and schedule new jobs
- Assign team members
- Communicate with clients and field technicians
To create a job in Housecall Pro, you first input essential details such as customer information and service line items. You then assign a team member, and set the arrival window. You can include photos, notes, and tags to store important details about the job and the client.
Housecall Pro includes a calendar that allows you to adjust schedules quickly. The calendar gives office staff an overview of all jobs scheduled for your business, and the drag-and-drop feature allows staff to change arrival windows easily.
Housecall Pro includes a map view with GPS tracking, so your office staff always knows where your field technicians are located. GPS tracking allows your office staff to assign jobs to the nearest team members, and create the most efficient routes.
You can create recurring jobs in Housecall Pro. You can schedule jobs to recur on a daily, weekly, monthly, or yearly basis.
Automated notifications will keep your clients in the loop through each step of the scheduling and dispatching process. Housecall Pro automatically sends your clients an email notification after a job is created, when your field technician is on the way, and after the job is completed.
Housecall Pro’s mobile application is the primary tool that field technicians will use on a daily basis. Field technicians can use the mobile app to:
- Access job information
- Capture photos
- Create invoices and quotes
- Obtain signatures
- View schedules
The mobile app dashboard functions similarly to the one found on Housecall Pro’s browser. The dashboard provides a general overview of major items such as open & upcoming work, invoices, and quotes. The dashboard also includes a Needs Attention banner that tracks urgent action items that the field technician should prioritize.
Housecall Pro includes a calendar with a jobs list to help field technicians track upcoming work. You can click on the jobs to access service information with the client’s address, notes, line items, and attachments. When you’re ready to begin the job, you can click start, and the mobile app will track the duration of time you spend on the job.
When your en route to your client, you can send an on-my-way text through the mobile app. The client will receive a text notification alerting them that you are on your way, and a link containing pertinent job information.
You can use Housecall Pro’s mobile app to create & send invoices, and receive payments. To receive payments, you can manually enter credit card information into the mobile app, or use Housecall Pro’s card reader device. The mobile app supports electronic signatures for all payments.
Housecall Pro allows you to quickly create, send, and manage your invoices. Housecall Pro’s invoices can be customized to include:
- Company logo
- Contact information
- Service notes
- Line items and descriptions
- Photos and attachments
You can send invoices to clients through email or text message. The invoice will include a link where your clients can send electronic payments.
Housecall Pro tracks the status of invoices from the moment it is created to when it is archived after you receive payment. All pending, current, and past invoices are stored in the Housecall Pro database, and can be accessed by clicking on the client in the Customers module.
With Housecall Pro, clients can send you payments for invoices and quote deposits electronically. As mentioned above, clients can send payments online through a link included in the invoice message. You can also enter your client’s credit information manually through the browser or mobile application. Additionally, Housecall Pro offers a card reader for quick in-person payments.
Housecall Pro integrates with Stripe to accept credit card payments. Here is an overview of the transaction fees associated with Housecall Pro:
- Transactions through online payment portal by client: 2.99%
- Transactions when manually entered by staff through app or browser: 3.49%
- Transactions using card reader: 2.59%
Housecall Pro also supports ACH payments. ACH payments charge a 1% fee per transaction, and typically takes 7 to 10 business days.
Housecall Pro allows you to create reports that track important metrics for your business. Reports are customizable, and can be added as modules to your dashboard. Also, reports can be exported to an Excel or CSV file. Here are a few types of reports you can generate in Housecall Pro:
- Jobs report
- Estimates report
- Time tracking reports
Housecall Pro offers seamless integrations with several third-party solutions. Here are some of the solutions that Housecall Pro integrates with:
Housecall Pro is used by customers in a variety of industries. Here is a list of the industries that Housecall Pro specializes in:
- Carpet cleaning
- Garage door
- Home cleaning
- Pest control
- Window cleaning
Housecall Pro Alternatives & Competitors
Housecall Pro competes with many other field service management solutions that offer similar functionality. The best choice for you will depend on your budget and feature preferences.
Housecall Pro's top competitors are:
We've analyzed Housecall Pro compared to its top competitors. Read these in-depth analyses that evaluate Housecall Pro’s cost, features and ease of use compared to alternatives:
Is Housecall Pro Right For You?
Housecall Pro is a popular field service management solution used by thousands of home service businesses nationwide. This solution includes the key features found in most FSM software including online booking, quote management, scheduling, a mobile application, and invoicing. Housecall Pro is utilized by businesses in various industries including cleaning, electrical, HVAC, and plumbing.
Housecall Pro is ideal for small-to-midsize home service businesses that want to improve customer experience and optimize field operations. If you desire a tool with an easy-to-use interface and a robust mobile application, we recommend testing Housecall Pro.
If you're interested, you can try Housecall Pro today.