Housecall Pro is a cloud-based field service management app for service professionals. It has many features designed to streamline operations, organize your work and clients, and improve your overall productivity.
This integrated platform can work with your existing website and allows you to access your data from any location.
Let’s dive into the core features and usability of this tool.
Features And Usability
Here are some of the platform’s top features.
Mobile Support
Housecall Pro works seamlessly on your Android or iOS device, so you can use it anywhere. It syncs automatically with your web-based account, so you’ll always have access to the latest data and documents on the go.
Multiple Locations And Multiple Users
With Housecall Pro’s multi-location support, you can manage multiple locations from one central dashboard.
You can assign specific customers, assets, projects, and employees to each location. If you want to share data across sites, you can add them as subaccounts and allow access to specific reports.
Easy-To-Use Interface
The simple workflow builder lets you create new tasks, assign them to technicians and customers, and track their progress in real-time. The user interface is intuitive, so you can spend less time learning and more time working.
Customizable Forms
You can create customized forms for each type of service call or tasks, such as an inspection form or a repair ticket. These forms can be completed by technicians on their mobile devices during every visit, providing accurate communication with clients while reducing paperwork at the end of each appointment.
Service Ticketing System
Manage customer requests or issues by creating tickets for each job or task. The app allows you to attach photos and documents to tickets and track their progress over time using the dashboard view.
Time Tracking
Records employee time spent on tasks, including breaks and travel time between appointments. You can choose from several different timesheet formats that match your company’s needs (e.g. weekly or monthly).
Invoicing
Create invoices from within the app with customizable templates. These can include itemized charges for specific services performed on each ticket.
You can also export invoices to email as PDF files for client review before payment is requested (or auto-generated).
Pricing Plans
Housecall Pro pricing plans offer three tiers of support. Each tier comes with its own set of features and pricing options.
Basic ($49.00 1 User)
The Basic plan gives you the foundation in order to run your business from the palm of your hand. You can create and store customer records, enter invoices, track time, send estimates, accept payments, etc.
With this plan, you can also manage multiple companies from one account and add up to five users for each company.
Essentials ($129.00 5 Users)
The Essentials plan offers tools for any size business with basic accounting features like invoicing, billing, and inventory management.
You can also track time, manage multiple locations, and use their mobile apps on Android and iOS devices.
With this plan, you can manage multiple companies from one account and add up to five users for each company.
MAX ($279.00 8 Users)
MAX is designed for large organizations that need all the features available in the Essentials plan plus more advanced accounting features. This includes multi-currency support and advanced reporting capabilities.
This will allow you to drill down into specific areas of your business.
Pros Of Using Housecall Pro
Housecall Pro raised $125 million to expand operations worldwide and to increase its product suite. It offers a host of features to help customers in their work. Here are some of the pros of using Housecall Pro.
Customer Experience
With the Housecall Pro platform, you can schedule appointments and view customer information from anywhere.
The app allows you to take notes during visits and share them with customers later. This means that customers will get quality services from professionals who know exactly what to do at each stage of the process.
Easy To Use
The user interface is simple and intuitive, so even if you are new to the world of technology, the functionality is pretty easy to understand.
Get Real-Time Data
This software comes with real-time reports, allowing users to view data at any point without waiting hours or days for results.
All information is stored in an online database, so users can log in from anywhere at any time to access their information and make changes as needed.
This feature helps businesses save time and money since there’s no need for them to hire additional staff members or purchase expensive equipment to keep track of their operations.
Cons Of Using Housecall Pro
The following are some drawbacks of using the cloud-based field service management app based on numerous Housecall pro software reviews.
No Geofencing Capabilities
Geofencing is an important feature that allows you to set up virtual boundaries around an area. When an employee enters or exits that boundary, it triggers an alert on your phone or tablet.
This allows you to check up on them without having to call or send them text messages. Housecall Pro does not have this functionality.
Not HVAC Specific
Housecall Pro is a generic service based program that can be used for any service industry, not specific to any. You will have many work around processes for the HVAC industry and still be forced to use multiple programs.
Doesn’t Manage Agreements
Housecall Pro does not manage agreements well which is the backbone of the HVAC industry.
Conclusion
Housecall Pro was specifically designed as a cloud-based service management app for service professionals in general
The core features include streamlining operations, organizing tasks and processes, and increasing overall productivity.
Although there are a number of benefits to using this app, it wasn’t designed specifically for the HVAC industry. If you want the only purpose built platform for HVAC businesses, consider 3C Connect.
