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 lets you automate customer communication and marketing.
Housecall Pro offers a 30-day free trial. A discount is available if you opt to pay annually, rather than monthly. Housecall Pro's subscription price starts at $49.
Desktop Login
You'll need a user ID and password to log into Housecall Pro. The process is not complicated, but can be frustrating when you forget your username or password. 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
Home call pro is an excellent way to stay organised while on the road. You can view your calendars and receive payments in one app. It also gives you directions to the next project. It is an ideal tool for service providers and small business owners who work at home.
Payments by wire transfer and credit card can be made via the mobile or web application. These transactions are processed by Stripe, a popular online payment processor. 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 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. It also lets you know when a customer leaves a message, so you can respond as quickly as possible.
Customer search and filtering tools are useful for organizing your list of customers, while tags help you organize the information by category. You can add reminders to specific tasks, and you can make notes about any client.
To avoid a fraudulent alert, you can receive payments via credit card and wire transfers using your bank account. You will have to enter a Social Security Number and upload identification. Once you've connected your bank account, you can accept these payments using the My Money tab in your invoices.
If the recipient declines to receive the invoice or quote, you will get an auto-reply. This is a great way to reach potential customers and keep them happy.
The user interface is very simple and intuitive. You can switch between a day view, a week view, or a month view. You can also add files to customer records.
Automated notifications keep you informed of the current status of customer jobs. These messages can be sent when a client creates a job, when technicians are on their way to the customer, or once the service has been completed.