Housecall Pro Erfahrungen

Sehr Hilfreiche Software und der hat unsere Arbeitsqualität verbessert

Kommentare: von mir aus der ist ein gute Software

Vorteile:

Der Software ist sehr einfach zu nutzen und gleichzeitig hat usere Arbeitsqualität verbessert. Außerdem gibt es noch viele Tools und Futures, um der Arbeit zu vereinfachen.

Nachteile:

Als ein normal benutzer habe ich keine Probleme herausgefunden. Also wir nutzen dieser Software seit mehr als ein Jahre und bisher läuft alles in Ordnung

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

Kommentare: 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.

Vorteile:

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

Nachteile:

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.

I am obsessed!

Kommentare: We came running back to HCP after using another software for a year. Our breaking point with that software was the price book being outrageously difficult to utilize. With the new DOE changes for 2023, ALL hvac major equipment has been changed and we needed to do update that accordingly. The price book in HCP is smart, helpful, calculated, and still very easy to figure out and utilize.

Vorteile:

We used HCP for years when we decided to move to another software. After a year on that other software, we came RUNNING back to HCP for many reasons. The biggest reasons? Ease of use, amazing features, customer service, and price points.

Nachteile:

Auto pricing for Maintenance Plan Agreements. It is technically there but having it more in depth would be great. Example: Our Gold Level get $0 service call fee-10% off materials-$50 off new system. HCP provides that 10% off though so still an absolutely amazing feature!

They keep spamming me

Kommentare: So frustrated with this company. They keep calling even after they assure me that I will no longer be on their call list, even last time I demanded that they remove me from their database and they didn't.

Vorteile:

I think it worked when I used it, but it wasn't for me. Now they won't stop calling me no matter what I do

Nachteile:

They keep spamming me. I can't get them to stop calling no matter what I do. It's been 5 years and they still keep calling meit's been 5 years and they still keep calling me

HouseCall Pro

Vorteile:

I love that I can do almost everything with this software. It has helped our company grow and I love that we are able to grow with HouseCall Pro.

Nachteile:

I would really like to have inventory management available and I do not like working with Stripe for the payment processing. I am however, glad that they are starting to allow payroll though.

Pros & Cons about Housecall Pro

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

Vorteile:

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.

Nachteile:

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.

Horrible company

Kommentare: 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 .

Vorteile:

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

Nachteile:

The sneaky sales tactics by their team.

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

Kommentare: 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

Vorteile:

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.

Nachteile:

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

Kommentare: It has been great!

Vorteile:

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

Nachteile:

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

I LOVE USING HOUSECALL PRO IN OUR HOME SERVICE BUSINESS

Kommentare: 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!!

Vorteile:

FUNCTIONALITY, TECH SUPPORT, AND VALUE VS PRICE

Nachteile:

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.

Great ERP system for small businesses especially in Service industries

Kommentare: I love Housecall Pro

Vorteile:

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.

Nachteile:

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.

Common Sense Approach to Managing your Clients and Employees!

Kommentare: Sometimes, using multiple software applications, to try and get one job done can be frustrating. Not so with HouseCall Pro. The customer service over chat is so quick and easy, as well as the "tips and troubleshooting" search -- any problems I am having are usually "self-generated." LOL!

Vorteile:

This has got to be the easiest "learning curve" I have ever experienced. Coming from a completely different industry, to manage the office here was a bit daunting. BUT - HouseCall Pro made it much easier. a) Customers: Easy to set up customers in system, note their special preferences, create "tags" to track for where they heard about us, and contact them via emails or texts. Each account has the Zillow pic and profile of each of our customers - providing a wealth of information to us before we even arrive to service their home. b) Employees: Love the "personal touch" of adding the photos of our team - Our customers can see who is arriving - and - with the notification system, they know when they will be there. TimeTracker makes payroll a snap, and allows employees the flexibility to check in and out while out in the field thru the app - not tied to a punch clock or computer in the office. c) Scheduling: Easy to use, nice 'color-coding' features for each employee, with options to notify your customer of changes or not. Quickly able to schedule on the fly, thru the phone app. Can look day, week or month with a quick tab change. d) Invoicing: LOVE it --- the team can enter in all their details, which would normally have to be transcribed from paper notes, on the Work Orders thru the phone app. Nice presentation to the customers, with immediate email invoice available, the minute the job is done and paid for. AND it flows to QuickBooks!

Nachteile:

Creating "work arounds" for creating multiple sub-accounts for a main client. Sometimes, there needs to be a three layer deep ability to categorize a customer. Example: Parent Company (Main Customer), which has multiple condominium complexes (Sub Accounts of Main Customer)- each one having its own name/ billing account, and then, the need to create sub accounts for each Condo Complex (a Sub Sub Account) - for each individual Unit (for service address)

Makes my job so much easier!

Kommentare: Before Housecall Pro, my previous employer had stacks of paper invoices she was trying to collect on and manually texting out service calls to each of her in-field technicians EVERY DAY.
I was hired specifically to help implement an easier way to operate her small but growing HVAC company. I started research on the different software available and even trialed two before I came across Housecall Pro. One week after implementing and training our technicians we saw a significant improvement in communication between staff and customers as well as collecting on invoices. I was so pleased with Housecall Pro I recommended it to a family member who also has an HVAC company out of Phoenix. I now work remotely for him and cannot be more thrilled that I am again working with Housecall Pro. Thank you for such awesome customer service and a great overall product. This software was perfect for the small service-based business's I have had the pleasure to work with.

Vorteile:

With my main responsibility being dispatching service calls and administrative work, Housecall Pro makes it so easy to have all of the information in one place. You are able to see the status of service calls and invoice homeowners directly from the app. Another great feature of Housecall Pro is offering direct communication with customers and employees via text from the app. The convenience of an online dispatching system is that information can be accessed and updated in real-time so that everyone has accurate information at all times. Customer service agents are available via chat during business hours and provide solutions to problems that you have within minutes which is also very helpful and reassuring when you have questions.

Nachteile:

There is nothing in particular that I don't like about Housecall Pro. Housecall Pro will continue to offer an excellent product, while actively improving their site and adding new features on a regular basis.

Great Software for Residential Service

Kommentare: HCP handles a lot of my business for me. It even has online booking features.

Vorteile:

Many things. I like the payment options I can give to clients, the calendar sync, estimates, postcard integration, support systems etc.

Nachteile:

Sometimes it takes a while to load on the customer's end so they think it’s not working. I think it’s just because it’s encrypted though.

So much potential...so much that was wrong.

Kommentare: Frustrating, frustrating, frustrating. Best word to describe HousecallPro. The worst thing is when you call for help or do a chat, they give you bad advice, you relay it to the techs in the field, you mess up everything and have to start over and then you figure it out yourself. The tech support crew at HCP doesn't know the program very well. It is highly frustrating to open a chat, get bad advice, get a wrong answer and before they can figure it out you figure it out for them and let them know the correct answer for the next person that chats in with the same issue.

Vorteile:

Integrated with Quick Books Online. It is hard to say what we liked about it. It had a map built in so we could see where the techs were theoretically but didn't exactly work all the time.

Nachteile:

Frustrating to find out the history they said would be imported only gave us dates of service, not the actual history. We could not see what we had done for the customer only what amounts Quickbooks had received and when. That is not history. Something that was major for us is that if you have a multiple day job, remodel, tunneling to replace a sewer system, running new water lines in a house you have to add additional scheduling and each occurrence ends up in QuickBooks whether you billed out for that or not. In other words we had multiple no money due invoices in QB's that didn't need to go over because customers should receive one invoice for a job with all the details on the one invoice not multiple invoices with small amounts on them. This was the worst.

HVAC business

Vorteile:

It's relatively easy to use. I can schedule an estimate, then convert it to a job once approved, send the invoice and even take payments through the website/app

Nachteile:

The online scheduling option seems like it could be a good feature, but our company doesn't use it much and the times we have used it, the emails just got lost or customers selected the wrong responses which led to confusion. Scheduling a job that takes multiple days is also a bit of a nuisance. We switched from Jobber, and they were so easy to schedule a multiple day job.

My HCP experience

Kommentare: HCP has brought our business to the next level. We have been using the software for two years and have a very basic plan. Before HCP, we were keeping our appointments in a spiral calendar and customer information was difficult to maintain. With HCP, we have been able to better track our customer activity and history. One of the newer features that I find interesting is the lifetime value of the customer. This is giving us some insight into how much revenue our customers generate. I am considering upgrading to the next level of HCP to begin accessing some of the marketing tools that HCP promotes.

Vorteile:

I like the ease of use for employees and users in the field. It is simple, yet allows our company to be in contact with our customers. From the office perspective, we have reduced how many invoices we are sending the mail significantly. Our customers like receiving e-mails from us, including the invoices. The portal for payment is easy to use. There has been a significant increase in online payments through the portal. Our employees find the app easy to use and the location services make it easy for them to find our customers homes.

Nachteile:

The times on the schedule page, need to somehow be highlighted or the top of the hour bolded. It is really difficult to schedule an appointment on the week view for Friday, because the time is in the far left margin. I would love to have the ability to make comments on the time card section. That way when I need to make a change to an employee's time card, I can also note why the change was made. The way that the credit card payments integrate with quickbooks is frustrating, as I have to go to each transaction and manually change where it posts the payment. I would like to have the ability to designate where the payment goes. In addition, it would be nice to change the QB display name on HCP ourselves, instead of talking with customer support. One more thing, can payments affecting more than one invoice be posted as one payment, versus each individual invoice. This would make processing deposits so much easier.

Clients LOVE it!

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Great Product

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

Vorteile:

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.

Nachteile:

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

Love HouseCall Pro

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Best process/program out there!

Kommentare: 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.

Vorteile:

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!

Nachteile:

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.

Buyer Beware

Kommentare: It has been a waste of time.

Vorteile:

It was easy to understand and integrate with quickbooks.

Nachteile:

This is a good system for someone that sits at their computer and someone that has alot of time to message back and forth with support for a couple of days to get an issue resolved, if you can get a resolution. They would rather give you options that take more time from you running your company so they don't have to change and or evolve the system to make things more efficient and give all the information that you need to see in the system. For the last year and a half I have been dealing with this company and I would rather call my cable company or cell phone company then to have to deal with the messaging back and forth with the support team. They do not have a number to call and get quick answers or responses. They also don't offer email to use with your domain which is something that most other software companies do when they offer a web domain. They are not going to change anything that you suggest even though they say the listen to what you suggest. Listening and doing are two different things. This company has set my company back do to their unwillingness to evolve the system. Truly check around, other companies might charge more but I wish I would have saw this review before I signed up, because the extra money it would cost with other companies would have saved alot of time wasted and time is money. They don't care about your time.

What were they thinking?!?

Kommentare: Used to be a big supporter. Now feel betrayed. This experience is moving me to look for other solutions. Moving will be a giant expense in time and training and data movement....but i have to work with partners i can trust and believe in. HCP is no longer that partner...I can see that now. Very disappointed. If you plan to grow to more than 5 employees - this is not the solution for you based on their current predatory pricing plan.

Vorteile:

Good product- does what it is supposed to do. You can schedule jobs, invoice customers, and develop a nice database of what you did with each customer. It has limitations and its share of glitches Support is mediocre but it is available. I've been a fan for a long time and have brought a number of businesses over to use their software. No more though.

Nachteile:

If you grow from 5 to 6 employees watch out - its time to move to another software provider in my opinion. The pricing plan allows up to 5 employees for 1 set price. Keep in mind one of those 5 employees is your office staff so you really only get 4 field techs. If you add the 6th employee your HCP monthly price more than doubles the entire cost of the plan. There is now no longer a way to add 1 employee to their mid-tier plan - you have to move to the high tier plan. You can purchase 2 of the mid tier plans for less than the price of their high tier plan - this is just so ill-conceived! Last year we were able to add 1 additional employee for just a set fee per employee which was very reasonable. WHen that employee quit we were back down to 5...so were unaware that in June 2022 they made this change wiping out the ability to add an incremental employee without having to jump to the next tier. I am gobsmacked by how wrong of move this was on their part. The whole point of this software is helping you to grow your business - but apparently as soon as you do grow boy do they punish you for it! Additionally their search function for the "pricebook" leaves a lot to be desired. If you type in a keyword like "flange" and you have multiple items with that keyword in the description you expect all of the items with that keyword to appear. It doesn't. Only some do. No rhyme or reason to it. Uploading photos from field is dodgy and slow. Reports availble are not reliable or accurate

good for very small business les than 5 employees

Kommentare: Better than using paper. Scheduling is best feature and better than other tools in the market (as it exists today). Contracting, invoicing, estimating, are only for a very small company. Editing is almost impossible.Changes are made with no advance knowledge. The data importing team (material list and customer list) are wonderful. Interface to quickbooks is not closed loop and is a mess.

Vorteile:

HCP has a good scheduling function as it is easy to see a week and move resources around easily. It needs a rolling week versus a static Monday to Friday that is currently deployed. The current scheduling feature is HCP's best feature. Hopefully they will not change it and emulate other software firms that have absolutely poor scheduling functions

Nachteile:

Impossible to use HCP to create contracts that are legally binding. Must use docuSign or another application. Invoicing cannot be customized. It is line items based and cannot be summarized. You cannot customize messaging, and invoices end up being most frustrating for customers on big multiday jobs. You cannot create and save your invoice letters. Integration with Quickbooks is a daily challenge, search function is truly a problem with the new release, there is no logic to how jobs and estimates are stored in hcp, hcp calls "jobs" invoices. Imagine getting an hcp "invoice" before the job has even started very confusing to customers and employees until you get used to it. this is for a tiny business or for a team who has no software experience.

Almost There

Kommentare: I am a painting and drywall contractor in the Indianapolis area and have looked at about a dozen different programs to help me run my business. The first thing I can say, is that it seems that no perfect program exists, since most are either too generic (difficult to tailor to my industry) or too cumbersome. I actually "used", as in, not really, Builder Trend for a period of time, but found it to be way more than I really needed. Method CRM was another, but it seemed too difficult to master. Several of my coleages in the industry are using estimating software, in addition to Basecamp, Pipeline Deals and other things. Since I am a one man operation, I have to do everything from sales to production to marketing to billing, so time is at a premium for me and I needed a solution that was easy enough to learn. I also needed a program that would synch with my Quickbooks online (another imperfect program, but its what I know) and allow me to function in the field. I eventually stumbled upon HouseCall Pro and was impressed enough to give it a shot. Right from the start, I found it easy to learn. In fact, I signed up, had my personalized tutorial and three hours later was writing my first estimate in the field on it. I will highlight the pros and cons in the fields below, but I can say that this is a company that is constantly improving its product. I get the sense that they want to be able to provide a one stop program. I say that because I have had conversations with one of their specialists and he was asking me what else would I like to see them doing to improve. They have a chat bubble online (at your desktop only) that is available most hours and they connect quickly with helpful answers. My biggest beef with this program is that they are spending a lot of time building new features into the program when I think they should be tweaking existing features. For example, there is an auto responder email feature that you can set up for as many emails as you like, but they have not included an option to include hyperlinks in the emails. I am sending out a survey form and also a review request form, in which I have created the links, but the customer is forced to copy and paste in order to access these. Unfortunately, I am getting zero responses because a hyperlink would be easier. All in all, I think HouseCall Pro is on the right track, but they have a way to go before they can live up to their true potential.

Vorteile:

QBO synchronization, ease of use, ability to do estimates and invoices in the field. Tags allow tracking of specific items (similar to classes) like lead type and services provided. GPS to track employees and picture of house from Google maps shows on customer page. Auto responder feature, postcard program that is cost efficient. Great customer service, responsive. Online booking of jobs for customers. Ability to take credit cards. Mobile program lets customers know when you are on the way to their home. You can set up employees/techs and have their picture sent to the customer before they arrive at a job.

Nachteile:

I have found issues with duplication of invoicing; there seems to be no recognition of multiple invoicing for a single estimate. No hyperlink option for the auto responder email program. Credit card option cannot be turned off on a mobile device, must be done on desktop version when invoicing. There is no job costing function. At $199.00 per month, I feel that this program can do so much more.