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 allows you to create automated customer communications and marketing campaigns.
Sign up to receive a free Housecall Pro trial. You can save money if pay annually and not monthly. Housecall Pro's subscription price starts at $49.
Desktop login
Housecall Pro's login requires a password and a user-ID. It's not difficult to do, but if you have any problems or forget your password, it can be frustrating. Contact support by phone or email to receive a new password. You can also set up text message notifications for your account.
Home call pro mobile app
The home call app allows you to remain organized even while on the go. It lets you view your calendars, receive payments, and get directions to the next job all in one place. It's an excellent tool for individuals who provide services from home or for small businesses.
Clients can make credit card and wire transfer payments through the web or mobile app. Stripe, the popular online payment processor, is responsible for processing these transactions. The client can pay by phone, email or text. This eliminates the risk of losing their card number or bank account.
Private notifications and notes
The private notes feature of Housecall Pro allows you to record and store important messages from clients, like if they need repairs or have questions. You can also be notified when a client leaves a message so that you can respond quickly.
Tags help you categorize information. Search and filtering options for customers are also useful. You can set reminders and notes for any client. This includes the status of an invoice or job.
You can accept payments by credit card, wire transfer or bank account. But you'll have to input your social security number as well as upload a copy of your identification in order to avoid getting 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 an excellent way to keep customers happy and reach out to potential clients.
The customer interface is simple and easy to navigate. The customer interface is simple and easy to navigate. It has a calendar and allows you to switch between the day, week and month views. You can attach files to the customer record.
Automated notifications are another feature that keeps you up to date with your customers' job statuses. These messages can be sent to clients when a job is created, when a technician is on their way, or after the service is complete.