Housecall Pro: Field Service

Our HVAC company in OC, CA has used Housecall Pro since nearly their inception. Very happy with its performance and ease of use. Took awhile to implement, and wish they had a hardcopy training manual to go with their program. Over the years there have been several things that I’ve asked for and, believe it or not, many got implemented. One of them was being able to be working on the weekly schedule on my phone and click “today” and it would go directly to the current day. This was important to me because I would be working on the schedule and then would have to get back and going my day. This is just an example of how it’s improved over the years. We love how it syncs up to Quickbooks Online. We also operate with Mac computers and software and it works well. Just make sure you use chrome on your browser when using it for best Performance. They have honored our agreement on keeping the original price and that it would not change over the years. It’s better than a lifetime gym membership because we actually use it every day of the week. It’s affordable when compared to the other high priced software programs that primarily cater to large companies. House Call Pro has found their niche in smaller family run business businesses. We highly recommend!

I love it.. i do everything on it.. scheduling, payments (pushes to quickbooks).. the only problem I’ve had is it sometimes didn’t push the payment or invoice to quickbooks but it was my fault for putting certain characters in the line items like / () ; as soon as I learned that, I haven’t had any problems... and their support staff is really great I do absolutely everything on my phone.. I had to log onto the computer a few times to set up certain things... It’s also really great for getting reviews.. you link it to your google business page and Facebook and after the job is invoiced/ paid, they automatically send another email or text if it doesn’t have Their email asking how the service was with a star rating they can just click right there on the 5 stars and be done, or they have the option to write something in it’s super dumb easy quick for the customer to give a review... one other thing you can set up; after the job is done, you can choose how long weeks months days whatever for a postcard to be sent out with whatever you want to say on it. You set it up once and never think about it again.. the whole thing is pretty sweet.

This software has made us appear very advanced and modern to our customers...when it works. Other times I have sent wrong information to a customer without even knowing it went out because I was not made aware of the fact that automated messages were going out. Sometimes even bombarding my clients we work for on a regular basis! Other issues I’ve had are just not liking the look of the calendar. I can see who is working and when but not any info about the service address which causes me to have to click into every entry to find a particular job if searching by address. Also, we work in multiple areas and I can not easily see where to place a job. I don’t want to schedule something an hour north on a day where we are working an hour south. Again, I have to click into individual jobs to see where we are on a given day so I can place jobs most efficiently. Perhaps unique shading or some other distinguishing guide for service areas could be established? I also don’t find creating a job or estimate to be very intuitive. It’s been clunky for sure. I am on my mobile primarily so that may be part of the problem. I’ve found that updating or creating the customer file first seems to be the best. From there you can more easily create a job or estimate. And if you put in the wrong service address for a job you have to completely delete the whole thing and start over! 😡 What I do like is that our customers get professional looking communications, we do win most of our estimate bids and it tracks employee hours (when they remember to clock in/out).