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 also lets you create automated customer communication and marketing campaigns.
Sign up for a Housecall Pro free trial. If you choose to pay annually rather than monthly, you can get a discount. Housecall Pro starts at $49 per month. You can choose from $129 or $269 depending on your plan.
Desktop Login
Housecall Pro's login requires a password and a user-ID. You can easily forget your password and have issues with the system. You can contact support via email or phone to get a new password, and you can even set up a text message notification for your account.
Home call pro app
The home call pro app is a great way to stay organized while you're on the go. The app allows you to view your schedule, accept payments and find directions for the next job, all from one place. It's a great tool for small business owners or individual service providers who work from 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. You don't need to worry about losing the card information or bank account number of your client because they can pay you via text, email, or phone.
Private Notes and Notifications
Housecall Pro has a private notes feature that allows you store and record messages from your clients. This is useful if a client needs repairs or has questions. You will be alerted when someone leaves you a voicemail so that you are able to respond as quickly as you can.
You can organize your customer list using the search and filtering functions. Tags are a great way to group information into categories. You can set reminders and notes for any client. This includes the status of an invoice or job.
If you want to accept credit card or wire transfer payments through your bank account, you will need to provide a social security and upload proof of identification. This is to avoid receiving a fraud alert. Once you've connected your bank account, you can accept these payments using the My Money tab in 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 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.