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. You can create marketing campaigns and automated communication with customers.
Sign up to receive a free Housecall Pro trial. 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 will require a user ID, and password. It's not difficult to do, but if you have any problems or forget your password, it can be frustrating. 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 is a great way to stay organized while you're on the go. It lets you view your calendars, receive payments, and get directions to the next job all in one place. It is an ideal tool for service providers and small business owners who work at home.
Customers can pay by credit card or wire transfer via the mobile app or web. Stripe, the popular online payment processor, is responsible for processing these transactions. The client can pay by phone, email or text. This eliminates the risk of losing their card number or bank account.
Private Notes and Notifications
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 set reminders and notes for any client. This includes the status of an invoice or job.
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 a great way to reach potential customers and keep them happy.
It's easy to navigate and simple. You can switch between a day view, a week view, or a month view. You can also upload files to the records of customers.
Automated notification is another feature to keep you updated on the status of jobs for your clients. 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.