Housecall Pro

I appreciate the customer support team, always ready to improve. The pro vote feature is ingenious, I have seen several of my personal pro-votes come to fruition.

The name. When interacting with clients the name "HouseCall pro" is limiting this amazing product to residential service calls, when in fact it is so much more. I had to modify a few internal processes, but I've managed 2 and 3 month projects from 1 invoice allowing Change Orders to bill out as segments. the name should be revised, considering something more wild. Service Titan had the right idea on the wrong product.

This software is very easy to integrate from previous software or even just from an excel sheet. It has the majority of features we are looking for in an HVAC CSM system, including; dispatch, scheduling, gps tracking, time tracking, reoccurring appts, service plans, etc.

There are only a few features we would love to see added to this software to make it 100% for us, however, none are a breaking point for us to use other software. First, we would love to be able to have inventory tracking. If our techs use a part, it would be nice if it would deduct from an inventory so we can just order what has been used. Instead, we have to do inventory once a week which cuts down on production time. Second, we would love a job routing feature. Currently, we have to look at each appt to see where each tech is scheduled to be, to figure out where to schedule potential clients. It becomes too time consuming for a customer waiting for us to determine where to put them while on the phone, so we end up scheduling and sometimes our guys are making zig zags through town or looping because we service multiple cities.

Ease of use and accurate information exchanges.

1.) EACH TECH should be able to see their route for the day on a map to make better adjustment to drive time
2.) Search function for completed jobs for client with many address has no search magnifying glass to search by typing, have to search by looking at every address
4.) Six hour window option would be nice
5.) No inventory management for truck stock built in.
6.) Pause feature for jobs waiting on parts, separate from only unscheduled