Housecall Pro's field service software allows you keep track of customer requests, schedule tasks, dispatch technicians to the job, prepare accurate estimations and collect payment. It also lets you create automated customer communication and marketing campaigns.
Housecall Pro is available for free. A discount is available if you opt to pay annually, rather than monthly. Housecall Pro is available for $49, $129 or $269 per monthly subscription, depending on which plan you select.
Desktop Login
Housecall Pro log-in requires both a user name and password. The process is not complicated, but can be frustrating when you forget your username or password. You can contact support via email or phone to get a new password, and you can even set up a text message notification for your account.
Home call pro mobile application
The home call pro app is a great way to stay organized while you're on the go. The app allows you to view your schedule, accept payments and find directions for the next job, all from one place. It is an ideal tool for service providers and small business owners who work at home.
Clients can make credit card and wire transfer payments through the web or mobile app. Stripe, one of the most popular online payment processors, handles these transactions. This means you don't have to worry about losing a client's card or bank account information because they can send you payment by text, phone, or email.
Private notes and notifications
Housecall Pro's private notes feature allows you record and store messages from customers, such as if they require repairs or have a question. It lets you know whenever a customer leaves a note, so you respond as quickly and efficiently as possible.
Tags help you categorize information. Search and filtering options for customers are also useful. You can also set up reminders for specific tasks and add notes to any client, including the status of a job or invoice.
You can use your bank account to receive credit card and wire transfer payments, but you'll need to enter a social security number and upload identification to ensure you don't get a fraud alert. Once your bank account is connected, you will be able to accept these payments by clicking the My Money button on your invoices.
Invoices and quotes can be sent via email or SMS to customers, and you'll receive an auto-reply message if the recipient declines. This is a good way to reach new customers and keep them satisfied.
It is easy to use and navigate. You can switch between a day view, a week view, or a month view. You can add files to a customer's record.
You can keep up with the job status of your customers by using automated notifications. The messages can be sent out when a customer creates a service, when an engineer is on the way, or even after the job is finished.