VIDEO: Housecall Pro Review: Top Features, Pros And Cons, And Similar Products

housecall pro is a field service management or fsm software system that can help you manage a number of different field service functions from one platform if you're in the market for an fsm system you'll want to consider house call pro but if you're just starting your search we can help use our product selection tool at technologyadvice.com to get a free list of field service management software recommendations click the link in the description below to get started house call pro is a field service management platform that lets you do everything from building a website creating estimates scheduling and dispatching technicians and sending invoices to setting up recurring service plans best suited for small and medium-sized businesses in the us and canada housecall pro works for a variety of different industries from hvac to plumbing to landscaping house call pro comes in three paid plans with the option to buy extra features at an additional cost you can try the start and grow plans out through a free trial but the excel plan only offers a free demo this is a cloud-based system so you can access it via web browser or through the mobile app for ios and android devices house call pro comes with a number of features to help you manage field service functions you can create and send estimates and invoices from house call pro using either the web app or the mobile app after you've entered your line items into the system you can select the line items you want to add to your estimate and send it to the customer the customer can then approve or reject the estimate and you can convert accepted estimates into jobs when a technician finishes the job you can use a similar process to invoice the customer via email or text message you can collect payment in the field and housecall pro will send automated reminder emails to customers who are late on payment the drag and drop scheduling tool in housecall pro lets you create jobs and assign technicians in a calendar view the system shows when technicians are busy so you don't run the risk of double booking once a job is assigned technicians get a notification from the mobile app with job details including the address with gps directions technicians can use the chat feature in the app to send messages to csrs and gps tracking lets you see how close technicians are to the job site when a technician is on the way customers receive an automated text message telling them the technician's name and the arrival time frame as well as a picture of the technician for recurring service housecall pro lets you create multiple plans for customers to choose from customers can choose the date they want your technician to come back for service and the system will remind you of upcoming appointments and build a customer automatically housecall pro gives you a lot of control over your plans so you can choose to have plans built monthly seasonally or annually housecall pro is a top rated product but it still comes with its pros and cons one of the biggest pros of housecall pro is its mobile application you can create estimates and invoices and schedule dispatch technicians all from the mobile app which is not something you can save for every field service management system beyond that the system also supports integration with quickbooks and the automated text house call pro sends to customers to let them know the technician is on the way helps improve customer experience however some users have complained about the reporting features in housecall pro while others would like the ability to add custom fields to estimates and invoices it's a good idea to get multiple quotes before choosing a field service solution if you're interested in housecall pro you might also want to consider jobber m-help desk field edge and service titan still not sure if housecall pro is right for you use our product selection tool at technologyadvice.com to get a free list of field service management software recommendations click the button on the left to get started

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