Housecall Pro, a software for field service management, allows you to manage customer requests, schedule work, dispatch technicians and prepare accurate estimates. It also collects payments. It lets you automate customer communication and marketing.
Sign up to receive a free Housecall Pro trial. If you choose to pay annually rather than monthly, you can get a discount. Housecall Pro's subscription price starts at $49.
Desktop Login
Housecall Pro log-in requires both a user name and password. Although it's not hard, you may find yourself frustrated if your password is forgotten or if there are problems with the software. 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 app
Home call pro is an excellent way to stay organised while on the road. It allows you to manage your appointments, get paid, and even find directions. It's an excellent tool for individuals who provide services from home or for small businesses.
Customers can pay by credit card or wire transfer via the mobile app or web. These transactions are processed by Stripe, a popular online payment processor. It means that you won't lose a client's bank or card information, as they can send payment via email, text or phone.
Private messages and notifications
Private notes allows you to store and record important messages sent by clients. For example, if they have questions or need repairs. It lets you know whenever a customer leaves a note, so you respond as quickly and efficiently 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 also set up reminders for specific tasks and add notes to any client, including the status of a job or invoice.
You can use your account to receive wire transfers and credit card payments. However, you must enter your social security number to prevent a fraud warning. You can accept credit card and wire transfer payments once you have connected your bank.
If the recipient declines to receive the invoice or quote, you will get an auto-reply. This is one of the best ways to reach and retain customers.
The interface is intuitive and easy to use. 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 also upload files to the records of customers.
Automated notifications are another feature that keeps you up to date with your customers' job statuses. These messages can go out to customers when they create a new job, when the technician arrives, or when the service is completed.