Housecall Pro Erfahrungen

Der Software ist sehr einfach zu nutzen und gleichzeitig hat usere Arbeitsqualität verbessert. Außerdem gibt es noch viele Tools und Futures, um der Arbeit zu vereinfachen.

Als ein normal benutzer habe ich keine Probleme herausgefunden. Also wir nutzen dieser Software seit mehr als ein Jahre und bisher läuft alles in Ordnung

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.

HCP is very easy to use and a very intuitive layout. When we tried ProjX360 and D-Tools SI, there was a HUGE initial setup required and a HUGE learning curve to figure out how to use the programs. Not HCP. Easy to use from Day 1 and it's quick and easy for new employees to learn.
One of the best things is the customer service. It's top notch. They always solve the problem, even if they have to go research and get back to me the next day (and they actually DO get back to me). They also make it easy to contact them with a button on the bottom right of the screen. Other softwares I have to scour the internet trying to find out how to contact customer service.

Would like to see more integrations and there are little things I would change here and there, but I know that's hard to do since the software covers so many different industries. A better way to pull reports would be especially good.

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.

As a software engineer, some of the aspects of Housecall Pro that I appreciate include its scalable architecture, flexible APIs, and advanced security features. The platform is built on modern technology stacks, such as React and Node.js, which allows for quick development and deployment of new features. Its open API architecture also enables easy integration with third-party applications and services, providing businesses with a wide range of options for customization and automation. Additionally, Housecall Pro's security features, such as SSL encryption and PCI compliance, help protect sensitive data and ensure regulatory compliance. Overall, Housecall Pro provides a solid and reliable foundation for service-based businesses to build their operations on.

I have found that the pricing can be a bit high for some businesses, especially if they are just starting out or have a limited budget. Additionally, while Housecall Pro offers many customizable features, some users have reported difficulty in customizing certain aspects of the software to their specific needs. Finally, while the mobile app is generally reliable, some users have experienced occasional slow loading times.

Ease of use, but full featured, strong mobile app as well as desktop. Integration with Quickbooks online version Also google maps integration and GPS. Online book from our website directly to the software works well.

Lack of ability to have tech to accept the jobs through the app since we work with independent contractors who can refuse jobs they don’t want. Also there does not seem to be a way for customers to choose the crew they want when booking online

The software is easy to use and navigate. I have had no issues implementing it in my day to day operations.

I would like to be able to make changes directly from the reporting screen (update tags, add/delete info, etc)

FUNCTIONALITY, TECH SUPPORT, AND VALUE VS PRICE

IT IS ONLY USABLE WITH AN INTERNET CONNECTION FOR INVOICEING. I WOULD ALSO LIKE A VERSION THAT WORKS IN THE FIELD WHERE INTERNET IS NOT AVAILABLE.

I love HouseCall Pro because it seems to be a one-stop-shop for management. It has the capability to add your Quickbooks which takes care of your taxes; Gusto for Payroll and many other for other required business activities. I am still learning all the additionally features.

I dislike the fact that once you create an Estimate and send to client it does not allow for the client to pay a deposit; despite the Estimate having the request for a deposit. Once Estimate is approved, the administrator has to manually convert the Estimate to Job (Copy to Job) then; the administrator must include a "new" deposit request on the Invoice since the request from the Estimate is not even automatically converted. This seems to be backward and retarded of the developers given the additionally impressive features of the software.

I like the most is you can access any apps or application interface and you can access this in real time , you can also use your mobile phone

as of now I don't have any suggest to this application this is convenient for me to use

I like the fact that it's versatile, and you are able to do so much within the system.

Changing over from QuickBooks is still a process and trying to figure out the ins and out on the accounting part.

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.

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

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.

Housecall pro was designed with the most important things to be successful in business in mind. They are constantly improving the software, and have estabilshed a community that you can tap into to become a better business. They listen to their users and are proactive. And the mobile version works great!
I have Housecall pro fully integrated with Quickbooks Online, offer integrated online booking, offer service agreements, and impress customers with the automated texts and emails. I originally spent I don't know how many hours looking for the right software, trying to figure out what they all actually did, and tried several different programs. I even switched to another software after using Housecall for a year because I thought they were not going to develop their service agreement capabilities, but that

Over the past two years, there have been several issues for which I have needed to use a work around, but most of those issues have been, or are being addressed. Currently the most inconvenient issue is a somewhat clunky estimate process, and the inability to create multi-option estimates from the mobile app, but they are working to solve that issue.

I like that a conference call was set up with me to discuss a major issue I had with billing multiple contact/dept clients. They listened to my concerns and within 2 hours made a change to the software they we now utilize on a weekly basis.

There's still a few buttons that need to be accessible a little easier. For instance, the client search has too many steps to be the single most used button. (that's why we have hcp is to keep track of our clients info etc. (too many un-needed steps). You've made me click the client page, then I have to select the search bar... which happens to be on the opposite end of the screen. Either have the search bar auto fill (start curser there) so we can click client, and then start typing the clients name, or (my preference) add the search bar to the header and have it accessible from every page.

2nd biggest fix requested: I really wish we would get a notification similar to when a invoice doesn't connect with QBO properly for when our text and emails don't go through to the client. We love the software so much that we use the omw, finish tabs as well as sending estimates via email... and it's frustrating hearing the client didn't receive the notification only to then learn we had a missing letter or wrong digit etc. that we could have caught initially. It makes the client feel like we've forgotten them when they are expecting the notification and we do our part, but they don't receive it.... and we don't know that it didn't get completed.

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.

The equipment tracking feature for each customer has simplified life both for the inside staff and the techs. Now that we have the service agreement options, the tech's have an easier time tracking the details of the services. It has helped with our inside sales to be more consistent with customers' maintenance and generating more income.

As we are going and figuring out our growing pains, I have come to realize that it would great to have a system to track inventory as our techs use it with each customer in live time. This type of feature would help with repurchasing and tracking lost inventory.

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.

We loved the GPS that showed the property location and street view. This helped our techs locate the property without questioning. Also when entering the job, it prevented the office from a typo when entering the property street address.

At first sign up we were given our "own" personal trainer. However, she was on a time limit and did not help with our concerns. Would cut me off and say she had to take other calls, would need to set up another appointment... a few days later. Got my 30 minutes again, then she said set up 5 jobs and see how they go. The problem is that our business did not stop, it had to keep running and we didn't know how to set up our system. By the time it was set up we had a huge backlog of entering, late invoices, etc.

After our 2 or 3 visits with our "personal trainers", they converted us to customer service online chat only. It took a long time to get someone to respond, most times would lead into another question, wait again, and so on. Wasted so much time in the office! At the beginning of set up, it took days and hours to get results, very, very frustrating. Kept asking if we could just speak to someone and they said they were set up for online chat and could make an appointment if the concern was something a chat could not resolve. I would need help at that moment, would not want to wait several days to speak to someone.

( After a few weeks we ended up going to Service Fusion which gave us 60 full days with our personal trainer. Would spend up to an hour on the phone guiding us through the set up. And if our rep was not available, you could speak to anyone on the customer service team. Absolutely wonderful!)

The best thing about Housecall Pro is the invoice that the customers see. It is clean, easy to read, and makes online payment easy. Payment can be made directly from the invoice and there is no need for the customer to open a web portal or log in to view and pay invoices. The mobile app dashboard is great for getting to the job... one tap to send an "on my way" message and another tap to open up google maps. easy.

The invoicing features (or lack thereof) are infuriating!

1. When you are creating invoices, you can't edit the default email message to have it save your preferences. You have to type out or copy and paste your custom text EVERY INVOICE YOU SEND. I would like to send a nice "thank you for using my services", "refer us", "call with questions" message with all my invoices, but it is a huge pain in the butt and takes too long to do it EVERY TIME!

2. If most of your customers are net 30, there are no automatic payment reminders or Payment Past Due notices. you have to do all of that manually. Since the software doesn't allow for custom email templates, each reminder you send has to be typed out manually or copied and pasted from a Word Doc.

3. The invoices are lacking different areas to add important information and instead rely on a general "Notes" text box at the bottom for Purchase Order numbers, billing disclaimers, and job notes. It gets busy fast.

4. The software and app are generally "clunky" to use. The interface requires a lot of full page loads vs drop down or pop-up fields in order to create a new customer and invoice so it takes twice the time it should, especially with a spotty data connection.

5. There is not a true CRM (customer relationship management) functionality. You can create email marketing campaigns, but it won't remind you customer's birthdays, or when someone has hit a loyalty program milestone, or let you auto-schedule calls or texts.

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.

This software will organize your business. It can be used as a work order system to keep track of customers, invoices, scheduling, and incorporates into quickbooks!

It is relatively easy to use, even for non tech people. Nice features that help you keep track of when jobs are start, end, and are paid out. It will send automatic reminders to customers about upcoming jobs.

It cannot be used as an estimating software because it does not make an agreement between the contractor and the customer. This is the current process...the customer hits "accept" on the contractor's estimate but there is no agreement sent to either party. Also as a contractor, you do not know who accepted your estimate because the software does not capture a signature from the person "clicking accept." Basically, as a contractor if anything goes wrong on a job you do not have a signed agreement with to enforce. You must use a supplemental software with signature capture in order to have an agreement.

There are a few features the app currently does provide.
- A customer can sign off on the work that was preformed stating that it was completed.
- There is also an activity feed page that shows the time and date the customer "accepted" the proposal. However, none of this will do you any good if you do not have a contract illustrating the name/date/amount agreed to between the other party.

Our employees always had issues uploading pictures to estimates and jobs.

The feedback I get from clients is that they love the professionalism of the software, the easy ways to communicate, the online booking option, the automated 'on my way' text and paying online. What I like is how easy it is to look at. I know other software have more options, but sometimes less is more. You can get lost in all the functions and it makes it harder to use. I don't need a lot of the other features that other software offers. I need software that is quick and easy to use (and hard to screw up). The way everything is set up makes each page easy to look at, therefore, easy to navigate and use.

I don't like that I can't call someone to help me figure something out. I don't like that the invoice number is not the same as the estimate number and sometimes it can be tricky to keep them the same. I wish there was an automated function to send an invoice for the deposit once someone approves an estimate. Another thing that would be helpful is if people can schedule an estimate online, not just a job. I know I can convert jobs to estimate, but numbering can get tricky. One more thing. It would be helpful if on the app, you can see the invoice number right on the calendar or when you open up the job. I'm in metal warehouses a lot buying material and I have to select the invoice button just to see the invoice number and reception is bad. My way around it has been putting the invoice number in the notes, but that's obnoxious.

When it works, it works well and there are minimal issues. "When it works" is not acceptable.

The support team has only ever responded to issues with inconvenient manual work-arounds. Their customer import doesn't work so I have to send the report to an email and they upload it on their end and can't guarantee how long it will take or how my notes and other fields will import. There is no option to add custom fields to jobs or accounts. There have been several bugs and issues that go days unacknowledged and then take days to fix, meanwhile interrupting the flow of my business and causing errors for my customers. The last 2 days there have been 15-30 minute waits just to get a reply to a chat for support.