15 años ayudando a las empresas colombianas
a elegir el mejor software

Opiniones de Housecall Pro

Sobre Housecall Pro

Aplicación de gestión de servicios externos todo en uno repleta de funciones para administrar y hacer crecer empresas de cualquier tamaño. ¡Facturación, pagos y más!

Descubre más sobre Housecall Pro

Puntos a favor:

It allows you to keep track of your business and better control invoicing. Customer Service is always there to help you when you need them most.

Contras:

The employee time tracking sucks, in out only other programs show the the time thought out the day of each but that minor.

Valoraciones de Housecall Pro

Evaluación media

Facilidad de uso
4,6
Atención al cliente
4,7
Funcionalidades
4,5
Relación calidad-precio
4,6

Probabilidad de recomendación

9,2/10

Housecall Pro tiene una valoración global de 4,7 estrellas sobre 5 según las 2.777 opiniones de usuarios de Capterra.

¿Ha utilizado Housecall Pro antes?

Comparte tu experiencia con otros compradores de software.

Filtrar opiniones (2.777)

Mariel
Planner Engineer en España
Energías renovables y medio ambiente, 5.001-10.000 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Programación y facturación optimizadas con Housecall Pro

5,0 hace 11 meses

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.

Respuesta de Housecall Pro

hace 10 meses

Thank you for the review! Glad Housecall Pro is making things easier for you! Our primary support is through the blue chat bubble, but we do also have an inbound phone line you can call at 858-842-5746. Also, feel free to email me at [email protected]. Thanks again and have a great day! ¡Gracias por la reseña! ¡Me alegro de que Housecall Pro te facilite las cosas! Nuestro soporte principal es a través de la burbuja de chat azul, pero también tenemos una línea telefónica entrante a la que puede llamar al 858-842-5746. Además, no dude en enviarme un correo electrónico a [email protected]. Gracias de nuevo y ten un buen día!

Roberto
Roberto
Project Manager en España
Usuario de Linkedin verificado
Marketing y publicidad, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Una herramienta muy profesional y completa

4,0 el año pasado

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.

Respuesta de Housecall Pro

el año pasado

Hi Roberto, thank you so much for taking the time to leave us a review, your feedback is very valuable to us. We would love the opportunity to speak with you to learn more about your experience. If you're open to discussing further, please send us an email at the address provided. Thank you again.

Luis Felipe
Luis Felipe
arquitecta en Colombia
Usuario de Linkedin verificado
Arquitectura y planificación, Trabajador autónomo
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

ventajas para quienes realizan visitas a domicilio

4,0 el año pasado

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.

Respuesta de Housecall Pro

hace 12 meses

Gracias por tus comentarios! Me alegro mucho que la aplicacion te ayuda ahorrar tiempo y tener un horario mas eficiente! Tenemos mucho orgullo en la usabilidad de nuestra plataforma, pero entendemos que puede tomar mas tiempo para algunas personas educarse en como usarlo. Nuestro "Centro de Ayuda" (https://help.housecallpro.com/en/) ofrece muchos videos instruccionales y articulos con instruciones paso a paso. Adicionalmente, nuestros clientes en el plan de "MAX" reciben un onboarding completo como parte del plan! Si necesitas soporte, puedes mandarme un mensaje a [email protected]. Gracias & que tengas un buen dia!

Rayanne
Rayanne
Operations Manager en EE. UU.
Usuario de Linkedin verificado
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

EXCELLENT

5,0 hace 4 años

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.

Paul
Paul
Owner en EE. UU.
Usuario de Linkedin verificado
Fabricación de productos eléctricos/electrónicos, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas:

Great Product!

5,0 hace 4 años

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.

Deidre
Residential and commercial cleaning en EE. UU.
Construcción, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Do Not Use

2,0 el mes pasado Nuevo

Comentarios: They over charge and dont notify you about leads and still charge you even if you don't accept. Customer service was horrible as well.

Puntos a favor:

Nothing at all they are not professional and there customer support sucks.

Contras:

Everything. I did not like them at all 0% rating.

Kimberly
Office Manager en EE. UU.
Juegos de azar y casinos, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña
Fuente: SoftwareAdvice

Good, Bad & Ugly

4,0 hace 2 meses

Comentarios: There are many really good thing in the basic scheduling, estimates, service plans, jobs and such. But, my level of frustration with the administrative side of this program is equivalent to how good the dispatch and job creation side.

Puntos a favor:

For the most part the base program is really good. Jobs, Estimates, Scheduling, etc. However,...

Contras:

The payroll is so full of bugs it needs several cans of Raid to try to wrangle some of then into the corral. The whole money section is full of blue pigs. I can't even corral those hogs for nothin. And the reports leave a lot to be desired as well. Frustrated...

Ryan
Ryan
Managing Partner en EE. UU.
Usuario de Linkedin verificado
Propiedad inmobiliaria, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

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

5,0 hace 2 años

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.

Respuesta de Housecall Pro

hace 2 años

Hi Ryan, thank you so much for taking the time to leave us a kind review. We really appreciate your rating and value you greatly as a Housecall Pro. Pro Advocate Team

Jonathon
Jonathon
President en EE. UU.
Usuario de Linkedin verificado
Servicios para el consumidor, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas:

Pros & Cons about Housecall Pro

5,0 hace 3 años

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.

Paul
Paul
Director. Sales & Marketing en EE. UU.
Usuario de Linkedin verificado
Empleo y contratación, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

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

5,0 hace 4 años

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

Kevin
Kevin
Owner en EE. UU.
Usuario de Linkedin verificado
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Great value for most small businesses

5,0 hace 3 años

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)

Eric
Eric
HVAC/R CONTRACTOR en EE. UU.
Usuario de Linkedin verificado
Servicios, Trabajador autónomo
Ha utilizado el software durante: Más de un año
Fuente de la reseña

I LOVE USING HOUSECALL PRO IN OUR HOME SERVICE BUSINESS

5,0 hace 5 años

Comentarios: HOUSECALL PRO HAS STREAMLINED MY INVOICING, CUSTOMER DATA STORAGE, CUSTOMER INTERACTION, AND MUCH MORE. THE SOFTWARE IS CONTINUALLY GETTING BETTER AND THE CUSTOMER SUPORT INTERACTION IS ABOVE AVERAGE. I AM VERY HAPPY WITH HOUSECALL PRO!!

Puntos a favor:

FUNCTIONALITY, TECH SUPPORT, AND VALUE VS PRICE

Contras:

IT IS ONLY USABLE WITH AN INTERNET CONNECTION FOR INVOICEING. I WOULD ALSO LIKE A VERSION THAT WORKS IN THE FIELD WHERE INTERNET IS NOT AVAILABLE.

Orville Davis,
Orville Davis,
CEO en EE. UU.
Usuario de Linkedin verificado
Energías renovables y medio ambiente, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Alternativas consideradas:

Great ERP system for small businesses especially in Service industries

5,0 hace 3 años

Comentarios: I love Housecall Pro

Puntos a favor:

I love that I can do everything in one spot. Employees can clock in, jobs can be scheduled. Dashboards are present to view performance, and credit processing is easy.

Contras:

A bit expensive per month but it definitely has a lot of features. Every now and then it will have some bugs but easily fixed.

Wayne
Owner en EE. UU.
Servicios para el consumidor, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas:

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

5,0 hace 5 años

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.

Michelle
VP Operations en EE. UU.
Servicios para instalaciones, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas:

Amazing!

4,0 hace 4 años

Comentarios: With HCP we are able to streamline invoicing & dispatching. We are also able to provide valuable information to our clients that we could not do before. We increased efficiency by 45% within the first 30 days of using HCP.

Puntos a favor:

Setting up our company was very easy and quick. Invoicing and dispatching jobs is detailed and easy to do. Creating price lists is the best feature, it eliminates questions often asked by staff on how to price something. We were able to create several price lists to accommodate contracted clients, residential and sub contractor pricing as well. Purchasing HCP software was the best decision we have made for business solutions. We are able to track labor, costs, payroll, invoicing, dispatching, we can see the location of technicians in the field also. You have the ability to track them in live time. The best feature the technicians like is the ability to take pictures within the app and add directly to specific work orders. Customer service is exceptional and responds quickly(depending on the time of day). In most cases you can find the answer you're looking for via the FAQ section. This feature is available on the desktop and mobile formats making it easy for technicians in the field to find an answer themselves without having to call into the office for information. Running reports are simple as well.

Contras:

Our least favorite items within the app is not being able to select which permissions you want employees to be able to see. Meaning the tech can see revenue on jobs etc. There is a 2day lag on deposits. The processing fees for a CC is inline with other merchants currently available.

Ben
CEO en EE. UU.
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas:

Possibly the best CRM

5,0 hace 4 años

Comentarios: I have been very happy with my experience since implementing Housecall Pro. I would like to see a few more features, but it has been ever evolving so I’m sure I will see those in the near future.

Puntos a favor:

Ease of use and navigation. Features that are offered to compliment it.

Contras:

Could use a few more options. It is easy to use from a phone but I would like pictures attached to the price list items to make it easier to navigate on the phone .

Skye
Owner en EE. UU.
Hostelería, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas:

This software is a game changer

5,0 hace 3 años

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!

Denise
Office Manager en EE. UU.
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

HOUSE CALL PRO

4,0 hace 6 años

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.

Mike
Office Manager en EE. UU.
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

A review of Housecall Pro CRM

4,0 hace 5 años

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.

Boo
Owner en EE. UU.
Fabricación de productos eléctricos/electrónicos, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Clients LOVE it!

4,0 hace 4 años

Comentarios: I love that it talks to quick books, but sometimes there are glitches that my book keeper can't figure out without an HCP rep. I love how easy it is to use on my phone.

Puntos a favor:

The feedback I get from clients is that they love the professionalism of the software, the easy ways to communicate, the online booking option, the automated 'on my way' text and paying online. What I like is how easy it is to look at. I know other software have more options, but sometimes less is more. You can get lost in all the functions and it makes it harder to use. I don't need a lot of the other features that other software offers. I need software that is quick and easy to use (and hard to screw up). The way everything is set up makes each page easy to look at, therefore, easy to navigate and use.

Contras:

I don't like that I can't call someone to help me figure something out. I don't like that the invoice number is not the same as the estimate number and sometimes it can be tricky to keep them the same. I wish there was an automated function to send an invoice for the deposit once someone approves an estimate. Another thing that would be helpful is if people can schedule an estimate online, not just a job. I know I can convert jobs to estimate, but numbering can get tricky. One more thing. It would be helpful if on the app, you can see the invoice number right on the calendar or when you open up the job. I'm in metal warehouses a lot buying material and I have to select the invoice button just to see the invoice number and reception is bad. My way around it has been putting the invoice number in the notes, but that's obnoxious.

Brian
President en EE. UU.
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Housecall Pro Getting Better With Age.

5,0 hace 4 años

Comentarios: We are a small HVAC service and install company. Using Housecall Pro has been a positive experience. It has greatly improved scheduling for both customers and employees. A/R has been a very positive aspect. Integration with QB has made the accounting side of the business cleaner with less conflict. We are now beginning to use the service contract feature. HCP support always respond in a timely fashion and are always seeking to improve.

Puntos a favor:

Seamless integration with Quickbooks is the most important feature. Once we learned to categorize where we wanted charges to show in QB such as "Labor" or "Material & Supplies" then reconciliation became easy. Software is easy to navigate and customize. Scheduling service for our customers is a major feature and increases customer confidence. Our A/R has improved dramatically. More of our customers use the pay online feature and the ability to accept cc payments is a huge plus. Admin settings allow to set cc minimum payments and employee access through mobile app.

Contras:

Would love have an attachment icon in customer history window indicating service calls that have attached photos or documents uploaded without having to open each one individually. I would also like to have the ability to record customer equipment Model & Serial #'s and connect services to particular equipment. Example: Customer has (5) individual air con systems. Enter Model & Serial #'s, and name systems. Then all future service at that site can be attached to a particular piece of equipment with the ability to run a report. Options for "Summer" & "Winter" maintenance to run reports for recurring future would also be on my wish list.

Scott
President en EE. UU.
Servicios para el consumidor, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Love HouseCall Pro

5,0 hace 4 años

Comentarios: Overall great! I have referred it to many friends and people I talk to. It far surpasses any software I’ve seen or used and the way they communicate and run the company is just icing on the cake.

Puntos a favor:

HCP has made my day to day business adman much easier. It literally replaces a part time employee w all that it does for me. The digital schedule is great. The text and email reminders that are sent out look so professional-I get comments from customers saying they love all “my” communications (it’s mostly automatic). So cool! The invoicing is clear, the cc payment link that comes on every invoice sent out has helped to keep a/r low. Everything is at the click of a button, and very user friendly. One of the really great things is their customer service. When I get stuck or have any glitches, they reply within minutes (no joke), and it’s always a precise reply. Sometimes they tell me there’s no feature for what I’m asking but they submit my request for the feature to be a future addition. Overall, it’s been the best software addition I’ve had. This is my 4th software over 20 yrs of doing business and with all their constant updates I don’t expect to ever have to change again.

Contras:

There are features that don’t exist yet. I have been able to find work arounds for all of them. For example, you can’t send out a broadcast marketing email to your customer base. However, you can easily export your client list to do it through another platform. You can easily and send out a custom postcard to your client list through HCP, it can even be automatic. Since it’s cloud based, if I don’t have cell svc or wifi, I can’t access any info or process any invoices/estimates etc. This is a limitation.

Erin
Owner en EE. UU.
Servicios medioambientales, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Best process/program out there!

5,0 hace 4 años

Comentarios: Amazing! Anytime, day or night that I have a question I just chat with an agent and someone is always able to direct me where to go or what to do. This program really is user friendly for your workers and your customers. I’ve always gone by: Keeping it stupid simple. This program can’t be any simpler.

Puntos a favor:

New employees catch on very quickly! They like how user friendly it is for anyone and everyone who may not be technologically savvy! Our customers also enjoy the ease of paying their bills, seeing that we are on our way and even our progress along the way. We have been able to gain steady reviews after every completed job!

Contras:

I would like to see more selections for pulling data and generating sales, total sales, estimated sales for each month, maybe a comparison graph of where you are now from last year or last month? The graphs and data I can pull now is good, however, it would be even better to be able to gather more since this is all that I use for the business. The other part would be, maybe making it less complicating? For example, if I want to compare anything of sales in the business right now (we detail and pressure wash) I was told I would need to gi back and make sure each job had a job tag, and then make sure I could identify it by one other thing that I can’t remember (I apologize). On the spot entering in all the customers information, there are times job tags are forgotten, however, now I try not to forget them ever. Overall, having a graph that could pull data without having to tag this and add that would allow me less time spending on that and more time on other business items that I can never seem to get much time for at all.

Alyssa
Office Manager en EE. UU.
Productos químicos, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Incompetence is Damaging my Business

3,0 hace 3 años

Comentarios: We inherited the use of this software from someone whose business we purchased. It looked promising and we decided to transition, which took MONTHS, and involved multiple issues with importing existing customers, even after several attempts to manually adapt our reports to line up with their templates, ultimately ending with a patchy, subpar work-around. This ended up being the approach repeatedly in the following years. We reluctantly renewed for one more year because of the hassle of yet another transition, and I can certainly say it has proved to be a mistake and regret.

Puntos a favor:

When it works, it works well and there are minimal issues. "When it works" is not acceptable.

Contras:

The support team has only ever responded to issues with inconvenient manual work-arounds. Their customer import doesn't work so I have to send the report to an email and they upload it on their end and can't guarantee how long it will take or how my notes and other fields will import. There is no option to add custom fields to jobs or accounts. There have been several bugs and issues that go days unacknowledged and then take days to fix, meanwhile interrupting the flow of my business and causing errors for my customers. The last 2 days there have been 15-30 minute waits just to get a reply to a chat for support.

JULIE
owner/admin en EE. UU.
Construcción, Trabajador autónomo
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

This software changed my life and kept my relationship together!

5,0 hace 6 años

Comentarios: it makes my job way easier AND we were able to have a paperless office.

Puntos a favor:

Ok so my partner and I started a new business together and I was using Joist which, for free, is a sweet app but I quickly realized that a serious business needed a serious software to help with logistics. Demo ensued and... Long story short our sales person was really cool and answered all of my difficult questions with ease. And trust me I am an office gorilla. And if you are trying to bamboozle me, well, I have those maternal instincts that can smell bamboozling a mile away. the program was easy to use and easy to learn. It has a real-time app that my tech in the field uses, it is partnered with zillow so the service address shows up with all the juicy details, bed/bathroom, sq ft, price it sold for . my tech uses the map function so he doesn't have to call me for directions. you can search specific date ranges and tag customers with specific tags for ROI data. It keeps a graph display dashboard of all the business vitals. Unlike other programs this one lets you pick the level you want to pay and for more you can get extra services. the lowest level still gives you plenty to run a successful business. I LOVE house call Sparky, the virtual text concierge, that reminds clients when their appointment is, confirms appt, tells them when the tech is en route and when a job is finished. There is a pay online feature, a "bill to separate address" feature, and the customer service is the BEST I've ever dealt with. they even take suggestions.

Contras:

when you use the payment box to run a credit card it pops up in the center of the screen and you cant move it to see what the billing zip is on the screen below it. I don't know if it's me but sometimes it takes a few seconds longer than I like to load between screens. There might be a toggle feature I am missing. I work hard and I expect my technology to do the same. I would like to see a little more flexibility in the price list feature. It should operate faster with the line item selection. If I pick something I know is in our saved price list it takes a minute for it to populate the selection box. When you are inputting the prices of line items by hand the cursor goes to weird places in the price. drives me bonkers