Housecall Pro

Vorteile

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.

Nachteile

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.

Vorteile

How user friendly it is and how neat is compacked

Nachteile

I wish there was more ways to campaign your business, like more social medias and websites like yelp and more. Rating are very important to grow your business.

Vorteile

easy to use. mobile ready. sending invoices is easy . Seeing custumer text thru the mobile app helps out great

Nachteile

Mobile app isnt the same as of desk to ...
doesnt send out notification on recurring serves automatic
.too expensive especailly of the off season lawn service. Winter of 2019 i had to cancel the software and came back i thinking paying a little more

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.