Opiniones de Housecall Pro

Programación y facturación optimizadas con Housecall Pro

Comentarios: A pesar de la atención al cliente lenta ocasional, estoy encantado con mi experiencia general con Housecall Pro.

Puntos a favor:

La función de facturación me ha facilitado mucho la vida, ya que puedo enviar facturas de aspecto profesional directamente desde la aplicación.

Contras:

Una desventaja que encontré con Housecall Pro es que su atención al cliente puede ser un poco lenta a veces.

Una herramienta muy profesional y completa

Puntos a favor:

La uso para gestión de facturas y programar, muy profesional

Contras:

Podría estar en español, aunque yo la manejo bien, a alguno de mis ayudantes le cuesta.

ventajas para quienes realizan visitas a domicilio

Puntos a favor:

La aplicación puede ayudar a los trabajadores a planificar sus rutas y horarios de manera más eficiente, lo que les permite visitar a más clientes en menos tiempo.

Contras:

Los trabajadores pueden necesitar tiempo para aprender a utilizar la aplicación, lo que puede retrasar el proceso de implementación y la entrega de servicios.

EXCELLENT

Puntos a favor:

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.

Contras:

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.

Great Product!

Comentarios: CRAZY! how I ever managed without it. My life as a business owner was forever simplified by this on decision. Great Job Guys! Really, I mean it.

Puntos a favor:

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.

Contras:

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.

Housecall is awesome

Comentarios: It has been pretty good so far. Customer service is excellent.

Puntos a favor:

Everything !!!

Contras:

No P. O. ‘S !!!

Horrible company

Comentarios: Horrible company They want to lock you in on monthly contract and not give you a way out . These guys robbed me for 1600$ before I caught on. Keep an eye on your credit statement after talking with these guys .

Puntos a favor:

The sneaky sales teams ability to snatch dollars from My account .

Contras:

The sneaky sales tactics by their team.

Compared to other applications, this is really the best application.

Comentarios: After moving recently, I updated my business address in my profile a couple of months ago. However, during this update, some profane words were mistakenly entered into the license box and saved. Consequently, every PDF invoice sent to customers now displays these profane words at the bottom. HCP informed me they cannot determine the exact date of the change or provide copies of emails sent to customers during that period. This complicates how I can manage disclosure to affected customers, especially since not all of them check the PDFs. It's baffling that HCP lacks email history retrieval capability; this raises concerns about using Twilio in the future. While I take responsibility for the profanity's origin, it was HCP's system that propagated it to customer emails, potentially exposing them to legal liability. If a customer does view the PDF, I will promptly provide them with HCP's contact details."

Puntos a favor:

Ideal for new companies aiming to go paperless. I've never seen such an innovative application before. I recommend it to everyone I'm sure anyone will use this app and not regret it. It's the best choice.

Contras:

HCP is shifting focus towards marketing, moving away from serving professional clients to targeting warranty companies. There's no efficient way to search for jobs and clients using keywords on the main page, a feature that's commonplace on Google platforms. My main grievance: Emails sent to clients are done through HCP without providing the pros with copies of what's been sent. This lack of traceability compliance means jobs can be edited post-client billing, with no way for our office to confirm what clients have received, as HCP can't retrieve it beyond 7 days

Great software that has really helped us take our remediation business to the next level.

Comentarios: HousecallPro has helped us take our business to the next level and makes dispatching, estimating, and bookkeeping much easier. I've used other competitive products in the past, but nothing has come close to the features of HousecallPro.

Puntos a favor:

Price list flexibility, automated emails, estimate approvals and invoicing, and dispatching to make sure everyone's on the same page.

Contras:

The automated emails should absolutely be tied to job tags, but because they're tied to customer tags, we have to add and remove them vigilantly if we have repeat customers with multiple properties or different service needs. I wish the estimate approval process was more of an eSignature process as opposed to any party just clicking a button.

Pros & Cons about Housecall Pro

Comentarios: My overall experience is GREAT! I've used two other software platforms and HCP by far is more superior!!

Puntos a favor:

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.

Contras:

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.

Don’t choose a premium cloud solution for scheduling and invoicing without giving Housecall a good l

Comentarios: Great support both technically and from a corporate level with live events they add value as a user of the product and as a business manager/owner. Tremendous commitment to support the “pros” that make up their customer base

Puntos a favor:

Ease of use, but full featured, strong mobile app as well as desktop. Integration with Quickbooks online version Also google maps integration and GPS. Online book from our website directly to the software works well.

Contras:

Lack of ability to have tech to accept the jobs through the app since we work with independent contractors who can refuse jobs they don’t want. Also there does not seem to be a way for customers to choose the crew they want when booking online

Great value for most small businesses

Comentarios: It has been great!

Puntos a favor:

The software is easy to use and navigate. I have had no issues implementing it in my day to day operations.

Contras:

I would like to be able to make changes directly from the reporting screen (update tags, add/delete info, etc)

Housecall Pro review

Comentarios: Good overall experience with the product.

Puntos a favor:

The way it helps managing personal and keeping track of them.

Contras:

Some of the features are not needed. Other than that okay.

The best service management software for small to medium service companies.

Puntos a favor:

Housecall pro was designed with the most important things to be successful in business in mind. They are constantly improving the software, and have estabilshed a community that you can tap into to become a better business. They listen to their users and are proactive. And the mobile version works great! I have Housecall pro fully integrated with Quickbooks Online, offer integrated online booking, offer service agreements, and impress customers with the automated texts and emails. I originally spent I don't know how many hours looking for the right software, trying to figure out what they all actually did, and tried several different programs. I even switched to another software after using Housecall for a year because I thought they were not going to develop their service agreement capabilities, but that

Contras:

Over the past two years, there have been several issues for which I have needed to use a work around, but most of those issues have been, or are being addressed. Currently the most inconvenient issue is a somewhat clunky estimate process, and the inability to create multi-option estimates from the mobile app, but they are working to solve that issue.

Worst Business Software I have ever used

Comentarios: Horrible, expensive and a waste of time

Puntos a favor:

Nothing. It's horrible software All the functions sound great and useful but software straight does not function. Super glitchy and saved invoices just disappear. Customer service told me I manually deleted missing item that I did not delete and offered no solution to thousands of dollars of missing billable work

Contras:

Everything. It's horrible software All the functions sound great and useful but software straight does not function. Super glitchy and saved invoices just disappear. Customer service told me I manually deleted missing item that I did not delete and offered no solution to thousands of dollars of missing billable work

Excellent Service Industry Software

Comentarios: More than positive! It has streamlined our business and provided a better experience for our customers.

Puntos a favor:

The ease of use of this software is by far some of the best and I demoed several before deciding on Housecall Pro. This is our first go at a digital software and they have been excellent to work with in getting us a set up specific to our needs as a company. We like that it encompasses a review component as well as real time data for our office staff to see where our technicians are at on their schedule. The online community Facebook page has been a tremendous help in hearing how other companies are working through issues as business information in general.

Contras:

There have been times where chatting into the blue bubble yields less than timely feedback for important things we need to get sorted out in the office. The Facebook group is helpful in me searching to find a work around or solution while I wait to hear back from the blue bubble. I understand why there is no direct phone contact for immediate issues, but it would be nice in dire times to be able to immediately get a person on the phone.

This software is a game changer

Puntos a favor:

Our customers love the communication. Our staff love how easy it is to use the app. It sets us miles ahead of our competition and gives us that sharp professional look we strive to bring our customers on the job. The fact that it communicates with our Quickbooks software makes the accounting end simple and saves a tremendous amount of time.

Contras:

At this point, there isn't anything I don't like about HCP! I am a happy customer!

HOUSE CALL PRO

Comentarios: I like HouseCall Pro very much on the desk top version and would definitely recommend the program to others. I would not recommend the mobile version at this point only because of the issues I have stated. I hope that in time the mobile version will catch up to the desk top version for the ADMIN to be able to conduct business whether in the field or in the office.

Puntos a favor:

I like the way house call works on the desk top. It is quick and easy for me to do all my daily tasks as it pertains to each individual project I have going on. It is pretty easy to navigate through. The system allows me to keep all projects organize even if we have to go back out on more then one occasion.

Contras:

I don't like how difficult it is to search on the desk top version for a particle project. It would make it quicker and simpler to have a "1" step process to look up any project by address or contractor name. Too many steps and difficult right now to find what I am looking for. The mobile version needs to be simpler for the ADMIN to be able to use. If I am away from the office I can only see my projects, not ALL. I need to be able to see all as the ADMIN in order to conduct business when I am away from my desk and office. Our business requires putting in the home owner address which is not the contractor's address on file. When I try to schedule a job in the field on the mobile version I can never put in the address of the home owner which is where I need my employee to go.(NOT THE CONTRACTOR OFFICE) I have to always put it in the notes and take an extra step to tell the employee address is in the notes instead of where it should be. This makes it very difficult to work with and dispatch my employee to the correct address.

A review of Housecall Pro CRM

Comentarios: It is much easier to look up phone numbers, addresses, and prior work orders within Housecall Pro vs. our former manual paper system. Also a good feature HC Pro provides is the ability to collect payments in the field which is probably more accurate and faster than other methods.

Puntos a favor:

Housecall Pro is a great CRM product. We are a plumbing company and we use this software every day and it helps us keep track of our customers in the cloud. We have not started using Housecall Pro in the field as of yet, but we will soon. Once a person learns the software it is fairly easy to upload a list of inventory items such as plumbing parts and then add these parts to a customer's invoice. We are experimenting with locating parts through voice recognition from the tablet and then adding these parts to the invoice rather than keying them in by hand. We use a time and material vs. flat rate customer invoicing system. Many companies are hard to reach or place you on long holds when you call them. Housecall Pro utilizes a chat feature which provides a timely response to our questions. Housecall Pro is an affordable and good quality software program that is web based. Some of the features of the program include job scheduling, dispatch, customer invoicing, the ability to accept credit cards in the field, and more. Overall we are very satisfied with Housecall Pro and recommend them as a Field Service Software solution.

Contras:

It would be nice to have sub categories or some type of drop down menu for our parts so they would be easier to find. For example it would make sense to have a category called copper fittings and then a sub category called elbows, and then a sub category to that for different types of elbows such as 22, 45, and 90 degree. Since we are time and material plumbers it would also be nice to have an automated way to calculate our labor costs based on time spent on the job, but this still requires a manual calculation from what I understand.

Marginally useful for scheduling

Comentarios: Extremely disappointing. Huge mistake for us.

Puntos a favor:

HCP is marginally useful for scheduling.

Contras:

1) No way to document when a client accepts your proposal, which means No CONTRACT. Even if your customer accepts your estimate, you have no documentation of such. This, of course, means that you do not have a contract with the customer, and you have no hope of being paid for the work you did. Kind of a huge problem. 2) Inability to control alerts and messages to customers. It's either ON or OFF -Customers receive annoying alerts every single day you're on the job -at least a half-hour before you begin work...so like 6:30 every morning...Or, no alerts at all. That's your only choice 3) Every interaction with Customer Support ends with "No you're not able to do that, but we'll forward this to our engineering team." Every single interaction. All of them end like this. Nothing is ever resolved -at least in our experience. 4) The product development team keeps churning out more and more features to charge for -when the infrastructure of what they've already built is woefully lacking in usability. 5) When a job takes more than one day to complete, there's an option to add what they call a Segment. You can add as many segments as you like for multiple-day jobs, but each successive segment is blank. So if you want your crews to know what their scope of work is -or if you want them to have access to the attachments you added -you have to re-attach and resubmit your scope of work for every single segment you add. 6) I could go on and on -but I think my time would be better spent

Great Product

Comentarios: MY overall experience has been great, whenever i need customer service they are available and always helpful via chat or phone call

Puntos a favor:

The owners were use too and liked a different dispatching/invoicing system. When I was hired as the Office Manager I was trained to use that system but always felt like it was out dated and not user friendly. I ran across an ad for house call pro on social media. I immediately loved what I saw, the ease of the program and how customers could make payments online and leave reviews for our business and technician experience. I showed the owners and we made the switch to housecall pro and have never regretted it.

Contras:

I wish the system could notify me when my technicians went in route, started there job and finished there job. Wish some sort of push notification or a chime when the dash board is open

Missing Key Features. Look Elsewhere.

Comentarios: Don't pull the trigger yet. It doesn't do what you will need and want it to. Keep searching for better options. This does the job that quickbooks doesn't... scheduling, but this software could be so much better if the software developers actually ran a service business and used this in front of customers. I'm sure that by the 5th time they had to type their contact info into the body of an email before they sent an invoice, they would add the functionality to be able to customize the default. If they had to go through every day and send out their payment reminders, they would add automatic functionality (like Quickbooks did). My overall impression and experience is that they made their software, now they are going to sell it. Now that they've sold it, they are gonna raise the price (253% if I want to continue be able to send "on my way" messages). Sure, they have done some bug fixes, but they have pretty much stopped adding features and functionality to the software.

Puntos a favor:

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.

Contras:

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.

Thank You

Comentarios: Great, I am where I am today mainly because of their system, I wouldn't have been able to manage things like I do today without them.

Puntos a favor:

I love how its evolved over the past 2 years, it has grown as I have. Their team is on point and very intuitive to its customer's needs. I started using the software for the simple reason someone had reached out to me to help them build one, and after a few months of using their software I realized how difficult it would be to do along with my business, I even at one point looked at leaving and did so. I thought I found the answer to my problem with Fusion something, I started to pay them and continued using HCP until I felt comfortable with the new system and rolling it out with my team. After about 2 months I realized they were not on the same level or page as HCP. like I said I never stopped using them luckily, it would have costed me more time and more money if I had. They have been amazing for 2 years and plan on sticking with them as long as they plan on taking my money. They have an amazing Facebook group that has helped me in many situations amazing Pros from all over with wonderful insight.

Contras:

they will make mistakes as we all do, no one is perfect. I've made so many in the short time I've been in business and I'm not dealing with the volume of people as they do. So I try to keep that in mind when one does come up. Their team really is amazing, I can't say anything bad about them.

Housecall Pro IS the BEST Platform for Businesses

Comentarios: By utilizing Housecall Pro platform, we are much more organized in our processes from Technicians, Customers and Training. Our revenue increased more than 25% in the first year and nearly 30 in the second.
The hands on support from the very top echelon of upper management is unfounded. Nowhere else have we experienced first hand the level of support from all of Housecall Pro's teams from the top COO to the IT Technicians who continually improve the platform.

Puntos a favor:

My most favorite part of this software is the people that back it up. Software is software, it's the people who make the difference. All of the Housecall Pro teams are some of the most amazing people in this world. The software is very user friendly with many features being created to meet the demands and needs of the trades that use. The continuous upgrades to the platform, features and 3rd party extensions that make the user experience more customizable for the intended users. Always pushing the boundaries of excellence.

Contras:

The accounting side of things for the money transmitted to the bank. Sometimes there are glitches that cause problems within the money deposited transmissions and the tax rate causes errors that are not always an easy fix. The work around to fix the errors caused more work for me by having to go into my quickbooks to change a tax rate then reinstate it to the original rate. Oye' vei ?

Great Application for the Money

Comentarios: Overall I am pretty satisfied.

Puntos a favor:

Easy integration, new features being added fairly quickly, love that they work with third party applications that help our business grow and features that benefit our customers such as the Consumer Financing, especially since the COVID hit. Their customer service is great, there is always someone willing to help me when I get in a jam and need help quickly. The software is easy to use and learn. There are features that can be added along the way as your business grows to help the company to continue to grow. I am waiting to see what new features they will add next.

Contras:

Would like to see more consumer financing options for people with lower credit scores though. I would like to see the ability to add a middle name in the customer information section of the app. I have trouble when I have more than one customer with the same first and last name. Also, there is an issue where you only have the option of homeowner and business, but nothing for tenant. Not to mention that sometimes we have to bill the tenant and the the owner and vise versa. There is also and issue when you send the invoice over to QuickBooks and you have an invoice being sent to the owner but the tenant CST info was used to schedule the estimate and the job, it wants to put the tenants name in the Billing information section of the invoice instead of the sending or jobsite section of the invoice. I have to manually change the information before emailing or printing out the invoice in QuickBooks.