Housecall Pro is a field service management software that allows you to track customer requests, schedule jobs, dispatch technicians, prepare accurate estimates, and collect payments. You can also create automated marketing and customer communication campaigns.
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 costs $49, $129. or $269. per month depending on what plan you choose.
Desktop Login
Housecall Pro requires a username and password. This isn't difficult, but it can be frustrating if you forget your password or have problems with the system. To get a password reset, you can contact customer service via phone or email. You can set up a text notification to alert you when your account is accessed.
Home call pro mobile app
The Home Call Pro app helps you stay organized on the go. The app allows you to view your schedule, accept payments and find directions for the next job, all from one place. This is a useful tool for home-based service providers or small business owners.
Clients can make credit card and wire transfer payments through the web or mobile app. Stripe is a popular 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 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 will also let you know if a customer has left a message. This way, you can reply as soon as possible.
The customer search and filtering features are helpful for organizing the list of clients, while tags organize information by category. You can also add notes and reminders, such as the status of a client's 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. 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 one of the best ways to reach and retain customers.
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 attach files to customer records.
You can keep up with the job status of your customers by using automated notifications. These messages are sent to clients at the time a new service is requested, when a technician is on his way or after a completed service.