Housecall Pro Field Service Management Software allows you manage field services, track customer requests. Schedule jobs, dispatch techs, generate accurate estimates and collect payments. It lets you automate customer communication and marketing.
Housecall Pro is available for free. A discount is available if you opt to pay annually, rather than monthly. Housecall Pro costs $49, $129. or $269. per month depending on what plan you choose.
Desktop Login
Housecall Pro log-in requires both a user name and password. You can easily forget your password and have issues with the system. Support can be contacted via phone, email or live chat to obtain a brand new password. A text message can also be set up for your account.
Home call pro mobile app
Home call pro is an excellent way to stay organised while on the road. It lets you view your calendars, receive payments, and get directions to the next job all in one place. This is a useful tool for home-based service providers or small business owners.
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 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. You will be alerted when someone leaves you a voicemail so that you are able to respond as quickly as you can.
You can use the filtering and search tools to organize your customers list, while tags allow you to categorize the information. You can create reminders for certain tasks and make notes on any client.
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.
You can send invoices or quotes to customers via SMS or email. If the recipient declines, you will receive an automatic reply message. This is one of the best ways to reach and retain customers.
The interface is intuitive and easy to use. It includes a scheduling calendar, and you can toggle between day, week, and month views. You can also attach files to customer records.
Automated notifications are another feature that keeps you up to date with your customers' job statuses. 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.