Housecall Pro Reviews

1. Reporting

2. User Friendly

3. With the integrated CC processing my techs are receiving 30% higher amount in tips.

4. It actually works in the field.

1. My industry doesn't have the correct work flow.

2. Not blocking time out while in the process of booking a job.

3. Refreshing the screen to ensure the schedule is the same. We have a pretty fluid schedule being Junk Removal.

It’s work to get everything entered but once your do, it’s all just clicking buttons to progress it from estimate, to work order, to billing, to review collections.

Still some bugs here and there. Some other small detail features would be nice.

None there was nothing appealing about software

Everything especially customer service was treated poorly once they have your money everything goes downhill

Housecall Pro was a great help to our business. It helped systemize and digitize our service based business. It allowed us to dispatch our team members seamlessly, schedule our services and work them into our calendar easily. We were able to keep our customers organized and keep up on our billing and invoicing. The software was easy to learn and use and mobile friendly which meant our whole crew could use it on the go.

There were a few features that were missing for us as a landscaping business and therefore we had to switch softwares. The pricing was also a factor that caused us to switch.

I liked all the features which I had experienced in this software and it makes my work fun.

I feel personally that there are no cons in this software.

Ease of use allows anyone to quickly navigate the system.

If I could get reports of daily sales tax collected material cost without needing to go into accounting software

Ease of use and dependability quick answers

Harder to find information on mobile app

I really like that functionality of this software and how easy it is to navigate when scheduling appointments and making house calls

Overall I’ve been very satisfied with the program

It is extremely easy to use and is all in one pretty much.

One of the cons is the credit card billing fee 3.49% which is fine but if only we can have customers have that fee option if they decide to pay via credit card. I can't add it to all because not everyone uses same method of payment.

Helps any small business with everything as in platforms for scheduling an invoicing and billing

I like everything about the platform. I could maybe send out invoices for you and collect payments for you to make it easier

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

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.

This software is very user friendly, without any training most of our team was able to dive right in and start using the software immediately . I love the fact that we can schedule, take payments view our customers history and overall have the ability to use every function of the software whether your in the office or out if the field. We can send internal messages to our staff as well as our customers. This software shows our overall earnings, tracks invoices that our outstanding and honestly allows our company to run smoothly and efficiently.

In the beginning for some reason if I had to go back and close out a job and back date it, the software would not allow me to choose the appropriate date, however this has been fixed and I haven't had any recent problems with this particular issue.

I no longer have to fill out work orders or contantly update customers with arrival times and scheduling. The app does it for us! It's saved me a lot of time so I can focus on other aspects of our business and has pleased our customers greatly! It's showing from the increase of reviews! The ability to link to Google and QBO are two of the best features as well as the time I save on the phone with customers playing call tag, etc. In plumbing, we are able to edit the blocks of time for unexpected repairs that come up and prevent overbooking and add segments for ongoing WIP jobs. HCP has made my work streamlined from the start!

There are a few features I wish that are available but that doesn't mean they won't be in the near future with their hard working support team. A subtotal line is desperately needed. I wish I got emails when my customers do so I can quickly reference what and when I sent it. Segment options for estimates would be nice since at this point you can only select one of multiple estimates. A drop down list of customers when searching for one would save me some time. Some customers have difficult spelling of names so to be able to type the first and second letter and have it bring up the customer list would be a huge help without having to press enter.

Setting up our company was very easy and quick. Invoicing and dispatching jobs is detailed and easy to do. Creating price lists is the best feature, it eliminates questions often asked by staff on how to price something. We were able to create several price lists to accommodate contracted clients, residential and sub contractor pricing as well. Purchasing HCP software was the best decision we have made for business solutions. We are able to track labor, costs, payroll, invoicing, dispatching, we can see the location of technicians in the field also. You have the ability to track them in live time. The best feature the technicians like is the ability to take pictures within the app and add directly to specific work orders.

Customer service is exceptional and responds quickly(depending on the time of day). In most cases you can find the answer you're looking for via the FAQ section. This feature is available on the desktop and mobile formats making it easy for technicians in the field to find an answer themselves without having to call into the office for information. Running reports are simple as well.

Our least favorite items within the app is not being able to select which permissions you want employees to be able to see. Meaning the tech can see revenue on jobs etc.

There is a 2day lag on deposits. The processing fees for a CC is inline with other merchants currently available.

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.

Convenience, combines most of your business programs into one easy to use program
Customer Service, with offices on both coasts I am able to get in contact with customer service within 10 minutes.
Accessibility, I can access the program from any computer with internet connection or use my phone via the app.
Faster Reporting, employees out on the job can add details, services, or new jobs on sight.
Cuts out bridges between programs and communication, I can enter in a job on the program, assign my employee and it's sent to whomever I need it to be sent to (employee or client) saves me from having to enter it onto either a paper calendar, or a shared calendar, and then notifying the employee of the job and then waiting on a report that they have completed the work.
No contract - you can do monthly, half year or annual commitments

Limited customization, I have to incorporate my own item code to personalize my clients services. The invoices are also limited on what can be changed/added
Only completed jobs can be searched. There's no search or sort option for each client. So I have to scroll through jobs. Once a client accumulates work it can be a hassle to scroll though pages of information.
Confirmation emails, because the invoices are sent though the program. I don't receive confirmation emails. It only show what has been sent.

HCP is marginally useful for scheduling.

1) No way to document when a client accepts your proposal, which means No CONTRACT. Even if your customer accepts your estimate, you have no documentation of such. This, of course, means that you do not have a contract with the customer, and you have no hope of being paid for the work you did. Kind of a huge problem.
2) Inability to control alerts and messages to customers. It's either ON or OFF -Customers receive annoying alerts every single day you're on the job -at least a half-hour before you begin work...so like 6:30 every morning...Or, no alerts at all. That's your only choice
3) Every interaction with Customer Support ends with "No you're not able to do that, but we'll forward this to our engineering team." Every single interaction. All of them end like this. Nothing is ever resolved -at least in our experience.
4) The product development team keeps churning out more and more features to charge for -when the infrastructure of what they've already built is woefully lacking in usability.
5) When a job takes more than one day to complete, there's an option to add what they call a Segment. You can add as many segments as you like for multiple-day jobs, but each successive segment is blank. So if you want your crews to know what their scope of work is -or if you want them to have access to the attachments you added -you have to re-attach and resubmit your scope of work for every single segment you add.
6) I could go on and on -but I think my time would be better spent

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.

The owners were use too and liked a different dispatching/invoicing system. When I was hired as the Office Manager I was trained to use that system but always felt like it was out dated and not user friendly. I ran across an ad for house call pro on social media. I immediately loved what I saw, the ease of the program and how customers could make payments online and leave reviews for our business and technician experience. I showed the owners and we made the switch to housecall pro and have never regretted it.

I wish the system could notify me when my technicians went in route, started there job and finished there job. Wish some sort of push notification or a chime when the dash board is open

HCP has made my day to day business adman much easier. It literally replaces a part time employee w all that it does for me.
The digital schedule is great. The text and email reminders that are sent out look so professional-I get comments from customers saying they love all “my” communications (it’s mostly automatic). So cool!
The invoicing is clear, the cc payment link that comes on every invoice sent out has helped to keep a/r low.
Everything is at the click of a button, and very user friendly.
One of the really great things is their customer service. When I get stuck or have any glitches, they reply within minutes (no joke), and it’s always a precise reply. Sometimes they tell me there’s no feature for what I’m asking but they submit my request for the feature to be a future addition.
Overall, it’s been the best software addition I’ve had. This is my 4th software over 20 yrs of doing business and with all their constant updates I don’t expect to ever have to change again.

There are features that don’t exist yet. I have been able to find work arounds for all of them.

For example, you can’t send out a broadcast marketing email to your customer base. However, you can easily export your client list to do it through another platform.
You can easily and send out a custom postcard to your client list through HCP, it can even be automatic.
Since it’s cloud based, if I don’t have cell svc or wifi, I can’t access any info or process any invoices/estimates etc. This is a limitation.

Ok so my partner and I started a new business together and I was using Joist which, for free, is a sweet app but I quickly realized that a serious business needed a serious software to help with logistics. Demo ensued and... Long story short our sales person was really cool and answered all of my difficult questions with ease. And trust me I am an office gorilla. And if you are trying to bamboozle me, well, I have those maternal instincts that can smell bamboozling a mile away. the program was easy to use and easy to learn. It has a real-time app that my tech in the field uses, it is partnered with zillow so the service address shows up with all the juicy details, bed/bathroom, sq ft, price it sold for . my tech uses the map function so he doesn't have to call me for directions. you can search specific date ranges and tag customers with specific tags for ROI data. It keeps a graph display dashboard of all the business vitals. Unlike other programs this one lets you pick the level you want to pay and for more you can get extra services. the lowest level still gives you plenty to run a successful business. I LOVE house call Sparky, the virtual text concierge, that reminds clients when their appointment is, confirms appt, tells them when the tech is en route and when a job is finished. There is a pay online feature, a "bill to separate address" feature, and the customer service is the BEST I've ever dealt with. they even take suggestions.

when you use the payment box to run a credit card it pops up in the center of the screen and you cant move it to see what the billing zip is on the screen below it.
I don't know if it's me but sometimes it takes a few seconds longer than I like to load between screens. There might be a toggle feature I am missing.
I work hard and I expect my technology to do the same.
I would like to see a little more flexibility in the price list feature. It should operate faster with the line item selection. If I pick something I know is in our saved price list it takes a minute for it to populate the selection box.
When you are inputting the prices of line items by hand the cursor goes to weird places in the price. drives me bonkers

It was easy to understand and integrate with quickbooks.

This is a good system for someone that sits at their computer and someone that has alot of time to message back and forth with support for a couple of days to get an issue resolved, if you can get a resolution. They would rather give you options that take more time from you running your company so they don't have to change and or evolve the system to make things more efficient and give all the information that you need to see in the system. For the last year and a half I have been dealing with this company and I would rather call my cable company or cell phone company then to have to deal with the messaging back and forth with the support team. They do not have a number to call and get quick answers or responses. They also don't offer email to use with your domain which is something that most other software companies do when they offer a web domain. They are not going to change anything that you suggest even though they say the listen to what you suggest. Listening and doing are two different things. This company has set my company back do to their unwillingness to evolve the system. Truly check around, other companies might charge more but I wish I would have saw this review before I signed up, because the extra money it would cost with other companies would have saved alot of time wasted and time is money. They don't care about your time.

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.

For 18 months we were looking for a software that could do three things:

1. Manage our customer database (CRM)
2. Schedule appointments and send automatic reminders to customers
3. Assign and dispatch employees to jobs (Field Service Management)

It seemed every software was designed to do one, MAYBE TWO, of these things, but no software could do all three. Then we found HouseCall Pro. It seemed almost too good to be true, but HouseCall does it all for us. We haven't looked back.

1. App for field technicians is awesome! Best I've seen.

2. Strong and powerful integration with Google -- autofills addresses and integrates with Maps.

3. Automatic e-mail reminders sent to customers.

4. Postcard marketing campaigns.

5. Quickbooks compatible.

6. Incomparable customer service. They have a friendly, helpful and intelligent group of people working for them. They are always there to listen to requests and solve problems. The messaging app within the desktop software lets you communicate with them directly anytime. They always seem to respond within mere minutes.

7. They are constantly releasing updates and improvements to the software. It gets better with every release and it shows they really listen to customer suggestions!

1. The schedule view is hard to read and use. When you are trying to get an overview of your resources and availability, you have to scroll left/right as well as up/down. It's made it hard for us, so we still have to rely on Google Calendar to view employee availability when trying to schedule jobs.

2. No automatic reminders sent to employees. There is a push notification one hour before a job starts, but this is not enough time for us. We want an email or test least a day, even a week, in advance.

3. Few customization options. (eg - You cannot rename "professional" to "stylist" or "technician" to suit your industry.) You can't include hyperlinks in follow-up emails to link customers to a satisfaction survey. (They have to copy/paste the address into the browser.)

4. No way to "black out" dates on scheduler for employee time off. Again, we still have to use Google Calendar. Although they just released "Non-Job Events" and this could serve as a possible workaround for us. We are looking into it!

5. The CRM is weak. (No multiple contacts for a business, no way to name different service addresses, no pipeline for making sales, etc.)