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Housecall Pro Review, Pricing & Features | Get 50% Off Your First 3 Months! - YouTube
Channel: SoftwarePundit
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Welcome to SoftwarePundit, the leading destination
for software reviews.
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Housecall Pro is used by over 17,000 service
businesses, in a wide range industries including
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HVAC, plumbing, and cleaning.
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But is it right for you?
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We are going to cover the most important things
you should consider before making your purchase,
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including pros and cons, pricing, and features.
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If you’re already a Housecall Pro customer,
tell us what you think of this solution in
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the comments below.
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And if you're new here, hit the like and subscribe
button to be notified of our future product
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reviews.
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So let's get started .
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Housecall Pro is a field service management
solution ideal for small to medium size businesses.
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It is competitively priced to solutions with
similar functionality
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it Includes tools that help businesses manage
a high volume of recurring jobs
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And it includes several nice-to-have features:
a website builder and email & postcard marketing
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tools.
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However, Housecall Pro does not offer automated
quote follow-ups, an online customer portal,
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or an open API.
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Overall, we recommend that most SMBs should
consider evaluating Housecall Pro.
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It is a competitive-priced product that offers
a suite of features that are sufficient for
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many small businesses.
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If you want to test a solution similar to
Housecall Pro,we recommend Jobber.
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If your service business has more than 10
team members, and you are willing to invest
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in a more sophisticated solution, we recommend
ServiceTitan
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Housecall Pro is a subscription based service
that costs $49 to $199 per month when billed
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annually.
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And $65 to $229 per month when billed monthly.
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Each plan limits the number of users you can
add per account, and adding additional users
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costs a monthly fee of $30 per user.
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Housecall Pro also offers an enterprise level
XL plan with custom pricing.
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Housecall Pro include features that automate
common tasks and optimize field operations.
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When you first log into Housecall Pro, you
will be directed to the dashboard.
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It is organized into modules that showcase
different reports and help keep important
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items like, open invoices and upcoming jobs,
top of mind.
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Housecall Pro helps you book more jobs by
allowing customers to request services online.
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This solution offers a “book now” button
you can place on your company website or social
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media channels
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Clicking the button will send the client to
an online booking form.
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Clients will select a service, choose a preferred
time, and enter their contact information.
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When the client completes the form, Housecall
Pro will automatically alert you of the incoming
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job request.
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Housecall Pro helps you create, send, and
track job estimates.
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You can add line items for services & materials,
and attach relevant files.
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You can send quotes to your customers by text
or email.
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The message includes a link where your customer
can review the quote, and accept or decline
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the service.
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Housecall Pro helps you manage client relationships.
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You can create a profile for each client,
and store information like their phone number,
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email address, and location.
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You can also track the status of jobs and
estimates, and view their invoice history
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Housecall Pro includes search and filtering
tools to help you sort and locate clients
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efficiently.
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Also, you can add tags to your customers to
help organize your client list.
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Housecall Pro allows office staff to efficiently
schedule jobs and dispatch team members.
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You can use its drag and drop calendar to
assign team members to a given job, and set
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arrival windows.
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Also, you can easily set up recurring job
schedules.
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Housecall Pro includes a map view with GPS
tracking, so your office staff always knows
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where your field technicians are located.
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This allows your office create the most efficient
routes.
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The mobile app is the primary way that field
technicians interact with the Housecall Pro
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platform.
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Field technicians can use the mobile app to:
access customer and job information, collect
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payments, create quotes and invoices, obtain
signatures
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Housecall Pro helps you send invoices to your
clients, and collect online payments.
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This is how an invoice will appear in your
client’s inbox.
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Invoices include a link to an online payment
portal.
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Housecall Pro integrates with Stripe to accept
credit card payments.
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Here is an overview of the transaction fees
associated with Housecall Pro:
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Online payment portal transactions by client:
2.99%
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Transactions manually entered through app
or browser: 3.49%
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Card reader transactions: 2.59%
Bank transfer (ACH): 1%
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Housecall Pro allows you to create reports
that analyze your business’ performance
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data.
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Reports are customizable.
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You can add and remove table columns to display
the fields you want.
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Also, there are various filtering options
to drill down into information you are looking
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for, and you can control the report’s date
range.
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Overall, Housecall Pro is a reasonably priced
field service management solution ideal for
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SMBs.
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If your business has less than 10 team members,
Housecall Pro should make your shortlist of
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software you should evaluate.
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If you want to compare Housecall Pro with
a similar solution, check out our jobber videos
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If your business has more than 10 team members,
you should consider evaluating more robust
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solutions, like ServiceTitan
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Do you agree with our recommendation on this
product?
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We would love to hear your thoughts in the
comments below, and if you enjoyed our content,
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please like and subscribe.
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