HVAC companies can hugely benefit from implementing a powerful field service management software solution that meets all their objectives.
In order for this to be a successful endeavor, you must choose the right tool that is most suited to your business requirements.
Two options of software platforms for managing field service are ServiceTitan and HouseCall Pro. These software systems were designed to help companies with field service management (FSM).
Let’s look at the similarities, differences, and customer reviews of ServiceTitan and HouseCall Pro.
HouseCall Pro Review
Housecall Pro can help you enhance your customer care systems and streamline your out-of-office business processes.
The solution can help manage your operations from your smartphone. Overall, it is easy to use and relatively affordable.
HouseCall Pro Software Features
This Housecall Pro module manages your equipment and supplies from one central place. You can add items to your inventory, track their location, and use them more efficiently. You can use it to create or update products, categories, and units of measure in the most efficient manner possible.
Time tracking can be an important feature to have if you bill clients by the hour or day. HouseCall Pro’s time tracker allows you to record how much time each task takes so that you can bill your customers accurately.
You can also use it to create reports based on these timesheets so that you know exactly how much work has been done at any given time.
The scheduling feature gives team members an overview of all scheduled appointments for each day/week/month. It then becomes easy to plan your days accordingly and avoid double booking appointments with customers.
The reporting tool allows you to create custom reports based on your business needs. You can quickly generate reports that display all the information you need in one place, including sales by category and customer.
One of the most important features of HouseCall Pro is the invoicing feature. You can create professional-looking invoices right from your phone or tablet. Invoicing is included with all plans, and you can send invoices as PDFs or electronically using a payment gateway.
Housecall Pro Pricing
Here’s an overview of the Housecall Pro pricing plans.
The cost for 1 user is $49 per month
The cost for between 1-5 users is $129 per month
The Max plans are billed annually and cost $279 per month for 1-8 users
Pros Of HouseCall Pro Software
Easy To Set Up
The company has made it easy for users to create accounts and log into the platform. You don’t need any technical background or knowledge to get started with HouseCall Pro.
Emailed reports save you time by eliminating the need to spend hours entering data into your computer.
Easy Data Entry
The interface is built to easily enter and verify information about clients, inventory items, and associated costs.
You can customize reports to fit your business needs by filtering by client or type of service performed. You can also create customized reports.
The support team is knowledgeable about the software and can answer any questions about usability.
Cons Of HouseCall Pro Software
- It doesn’t offer any customer management functionalities
- It’s not comprehensive – you still need to pay for services (payments, remote support, etc.)
You can read a more detailed HouseCall Pro review here.
ServiceTitan allows you to centralize all your service requests, monitor your status, and provide real-time updates to all your team members on the job. It also helps you track expenses and time spent on each task.
Scheduling And Dispatching
In addition to scheduling service calls, you can also schedule dispatches using ServiceTitan. With this dispatching solution, you can create a list of jobs in a certain order and assign them to one or more technicians.
When the next job on the list is ready for commissioning, the software will automatically assign it to the next available technician.
Mobile Workforce Management
The mobile app allows you to manage your employees’ schedules, track their time on each job, and see real-time location updates for each employee.
You can also keep an eye on their hours and workloads so that you can be sure that they aren’t overworked.
Customer Relationship Management (CRM)
With this module, you can manage all customer interactions from one place. You can track each interaction and assign employee tasks based on specific customer needs. You can also view the detailed history of each interaction to improve your customer service in the future.
With the asset management function, you can keep an eye on all your company’s assets. It provides you with real-time information about where each piece of equipment is located so that you know where to send technicians when needed.
Work Orders And Invoicing
An efficient invoice system is non-negotiable if you want to get paid for your services. With the ServiceTitan invoice system, you can create an itemized list of all the services performed and how much they cost per unit.
There are three ServiceTitan pricing plans, namely, Starter, Essentials, and The Works. Request a quote for a detailed cost of each.
Pros Of ServiceTitan Software
Easy To Set Up And Use
There are no maintenance resources required because it’s a cloud-based field service management platform.
You can start using it immediately after signing up for an account. And you don’t necessarily need any training from your IT department.
Great Customer Support
The company has an active community of users on its website. If you need real-time assistance, you can call or email the team.
Integration With Other Tools
If you already use Salesforce or other software for your business, ServiceTitan integrates with them so you can streamline your operations even further.
Cons Of ServiceTitan Software
ServiceTitan works best if you have an operations center with a lot of foot traffic. It may not be ideal for remote employees or contractors working from home.
Also, ServiceTitan pricing plans are not adaptable to changing business conditions.
You can read more about ServiceTitan in our in depth review here.
The decision as to which service management software package is best for you will depend wholly on the needs of your business. Both HouseCall Pro and ServiceTitan have their own set of pros and cons and neither platform was designed specifically for the HVAC industry.
Apart from prioritizing affordability, the service you choose should be the one that addresses all the needs you currently have and those that are likely to arise in the future. Ultimately, you need a reliable purpose built HVAC software to accommodate both your technicians and customers.