Opiniones de Housecall Pro

La uso para gestión de facturas y programar, muy profesional

Podría estar en español, aunque yo la manejo bien, a alguno de mis ayudantes le cuesta.

La aplicación puede ayudar a los trabajadores a planificar sus rutas y horarios de manera más eficiente, lo que les permite visitar a más clientes en menos tiempo.

Los trabajadores pueden necesitar tiempo para aprender a utilizar la aplicación, lo que puede retrasar el proceso de implementación y la entrega de servicios.

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

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.

Flexibility and ease of use. The proposal tool is very good as well as the estimate tool. The cost is also quite fair and affordable

The chat bubble on the website is not quite effective

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

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.

Ease of use and a distinct and flexible control panel. They also have a distinguished technical support team that provides high-quality servicesA text notification service for customers that saved a lot of time in an organized and more professional manner with minimal effort.For me, what attracted me the most in this application is the database, which is characterized by easy access on all operating systems such as Windows, in all copies or phones, in all its systems, etc. Through this base, I am able to communicate with any customer and obtain the order he wants or the customer's order record in addition to pending tasks or overdue bills.

Sometimes it is possible that some problems appear while downloading images, so that the application struggles to run them.If you want to do multiple tasks at the same time, you will often find it difficult to navigate within the applicationBut I have noticed that with every new update of the application some bugs are fixed.

I liked all the features which I had experienced in this software and it makes my work fun.

I feel personally that there are no cons in this software.

Ease of use and dependability quick answers

Harder to find information on mobile app

It provides the infra at home which helps to build business

We can build the business from home but still need to meet physically with the client because on video call there are no connections

It is extremely easy to use and is all in one pretty much.

One of the cons is the credit card billing fee 3.49% which is fine but if only we can have customers have that fee option if they decide to pay via credit card. I can't add it to all because not everyone uses same method of payment.

Helps any small business with everything as in platforms for scheduling an invoicing and billing

I like everything about the platform. I could maybe send out invoices for you and collect payments for you to make it easier

Ease and convenience of use. .

Sometimes you dont get reception, depending on weather or remote area your in.

Having the ability to track time, movement, KPI's, reviews, payments, scheduling etc is so powerful!

There are some things that yhe other juggernauts in the industry have that this software doesn't but I am confident they will get there, and I'm happy to have gotten in at basicalky the ground floor.

HCP is very easy to use and a very intuitive layout. When we tried ProjX360 and D-Tools SI, there was a HUGE initial setup required and a HUGE learning curve to figure out how to use the programs. Not HCP. Easy to use from Day 1 and it's quick and easy for new employees to learn.
One of the best things is the customer service. It's top notch. They always solve the problem, even if they have to go research and get back to me the next day (and they actually DO get back to me). They also make it easy to contact them with a button on the bottom right of the screen. Other softwares I have to scour the internet trying to find out how to contact customer service.

Would like to see more integrations and there are little things I would change here and there, but I know that's hard to do since the software covers so many different industries. A better way to pull reports would be especially good.

The ease of use of this software is by far some of the best and I demoed several before deciding on Housecall Pro. This is our first go at a digital software and they have been excellent to work with in getting us a set up specific to our needs as a company. We like that it encompasses a review component as well as real time data for our office staff to see where our technicians are at on their schedule. The online community Facebook page has been a tremendous help in hearing how other companies are working through issues as business information in general.

There have been times where chatting into the blue bubble yields less than timely feedback for important things we need to get sorted out in the office. The Facebook group is helpful in me searching to find a work around or solution while I wait to hear back from the blue bubble. I understand why there is no direct phone contact for immediate issues, but it would be nice in dire times to be able to immediately get a person on the phone.

I like that a conference call was set up with me to discuss a major issue I had with billing multiple contact/dept clients. They listened to my concerns and within 2 hours made a change to the software they we now utilize on a weekly basis.

There's still a few buttons that need to be accessible a little easier. For instance, the client search has too many steps to be the single most used button. (that's why we have hcp is to keep track of our clients info etc. (too many un-needed steps). You've made me click the client page, then I have to select the search bar... which happens to be on the opposite end of the screen. Either have the search bar auto fill (start curser there) so we can click client, and then start typing the clients name, or (my preference) add the search bar to the header and have it accessible from every page.

2nd biggest fix requested: I really wish we would get a notification similar to when a invoice doesn't connect with QBO properly for when our text and emails don't go through to the client. We love the software so much that we use the omw, finish tabs as well as sending estimates via email... and it's frustrating hearing the client didn't receive the notification only to then learn we had a missing letter or wrong digit etc. that we could have caught initially. It makes the client feel like we've forgotten them when they are expecting the notification and we do our part, but they don't receive it.... and we don't know that it didn't get completed.

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!

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)

This software is very user friendly, without any training most of our team was able to dive right in and start using the software immediately . I love the fact that we can schedule, take payments view our customers history and overall have the ability to use every function of the software whether your in the office or out if the field. We can send internal messages to our staff as well as our customers. This software shows our overall earnings, tracks invoices that our outstanding and honestly allows our company to run smoothly and efficiently.

In the beginning for some reason if I had to go back and close out a job and back date it, the software would not allow me to choose the appropriate date, however this has been fixed and I haven't had any recent problems with this particular issue.

Housecall Pro has a robust amount of features in an affordable package.
The main interface is fairly easy to use
Dedicated online fan base on Facebook that is a ton of help

No official support phone line from the company. They utilize a chat bubble on their website for support and have little to no way of escalating a problem to speak with someone.

The implementation of new features comes fast and furious. The features are not always perfected before implementation and are buggy

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.

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.

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.

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

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.

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.

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!

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.

Easy integration, new features being added fairly quickly, love that they work with third party applications that help our business grow and features that benefit our customers such as the Consumer Financing, especially since the COVID hit. Their customer service is great, there is always someone willing to help me when I get in a jam and need help quickly. The software is easy to use and learn. There are features that can be added along the way as your business grows to help the company to continue to grow. I am waiting to see what new features they will add next.

Would like to see more consumer financing options for people with lower credit scores though. I would like to see the ability to add a middle name in the customer information section of the app. I have trouble when I have more than one customer with the same first and last name. Also, there is an issue where you only have the option of homeowner and business, but nothing for tenant. Not to mention that sometimes we have to bill the tenant and the the owner and vise versa. There is also and issue when you send the invoice over to QuickBooks and you have an invoice being sent to the owner but the tenant CST info was used to schedule the estimate and the job, it wants to put the tenants name in the Billing information section of the invoice instead of the sending or jobsite section of the invoice. I have to manually change the information before emailing or printing out the invoice in QuickBooks.

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.

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.