Housecall Pro

Price list flexibility, automated emails, estimate approvals and invoicing, and dispatching to make sure everyone's on the same page.

The automated emails should absolutely be tied to job tags, but because they're tied to customer tags, we have to add and remove them vigilantly if we have repeat customers with multiple properties or different service needs.

I wish the estimate approval process was more of an eSignature process as opposed to any party just clicking a button.

HCP has a good scheduling function as it is easy to see a week and move resources around easily. It needs a rolling week versus a static Monday to Friday that is currently deployed. The current scheduling feature is HCP's best feature. Hopefully they will not change it and emulate other software firms that have absolutely poor scheduling functions

Impossible to use HCP to create contracts that are legally binding. Must use docuSign or another application. Invoicing cannot be customized. It is line items based and cannot be summarized. You cannot customize messaging, and invoices end up being most frustrating for customers on big multiday jobs. You cannot create and save your invoice letters. Integration with Quickbooks is a daily challenge, search function is truly a problem with the new release, there is no logic to how jobs and estimates are stored in hcp, hcp calls "jobs" invoices. Imagine getting an hcp "invoice" before the job has even started very confusing to customers and employees until you get used to it. this is for a tiny business or for a team who has no software experience.

Ease of use and a distinct and flexible control panel. They also have a distinguished technical support team that provides high-quality servicesA text notification service for customers that saved a lot of time in an organized and more professional manner with minimal effort.For me, what attracted me the most in this application is the database, which is characterized by easy access on all operating systems such as Windows, in all copies or phones, in all its systems, etc. Through this base, I am able to communicate with any customer and obtain the order he wants or the customer's order record in addition to pending tasks or overdue bills.

Sometimes it is possible that some problems appear while downloading images, so that the application struggles to run them.If you want to do multiple tasks at the same time, you will often find it difficult to navigate within the applicationBut I have noticed that with every new update of the application some bugs are fixed.