Housecall Pro

Price list flexibility, automated emails, estimate approvals and invoicing, and dispatching to make sure everyone's on the same page.

The automated emails should absolutely be tied to job tags, but because they're tied to customer tags, we have to add and remove them vigilantly if we have repeat customers with multiple properties or different service needs.

I wish the estimate approval process was more of an eSignature process as opposed to any party just clicking a button.

Service and materials lists make creating invoices a breeze. Easy to convert estimates to jobs. Easy to tag the appropriate employees to jobs. Custom reports and dashboard allow you to see KPIS in one spot. Connects to Quickbooks very easily and syncs in real time. Tech support is super responsive and helpful. Adding employees is very easy. It sends them a link to download the app and onboards them in no time. Checklists for techs and project managers are great and you can customize them and also make them required before a job can be marked as complete. You can accept payments and ever offer financing all through the app.

The app is great in the field, but the browser version is much more robust. So techs can use the app, but for back office purposes, browser is better. It does only sync with Quickbooks one way. And some dates are hinky when they carry over if you collect a deposit or do progressive invoicing. I always have to fix a handful each month. You also cannot retro date things- so if a payment is received and not marked same day, later you can only date it the day you are marking the invoice paid.

Good product- does what it is supposed to do. You can schedule jobs, invoice customers, and develop a nice database of what you did with each customer. It has limitations and its share of glitches Support is mediocre but it is available. I've been a fan for a long time and have brought a number of businesses over to use their software. No more though.

If you grow from 5 to 6 employees watch out - its time to move to another software provider in my opinion. The pricing plan allows up to 5 employees for 1 set price. Keep in mind one of those 5 employees is your office staff so you really only get 4 field techs. If you add the 6th employee your HCP monthly price more than doubles the entire cost of the plan. There is now no longer a way to add 1 employee to their mid-tier plan - you have to move to the high tier plan. You can purchase 2 of the mid tier plans for less than the price of their high tier plan - this is just so ill-conceived! Last year we were able to add 1 additional employee for just a set fee per employee which was very reasonable. WHen that employee quit we were back down to 5...so were unaware that in June 2022 they made this change wiping out the ability to add an incremental employee without having to jump to the next tier. I am gobsmacked by how wrong of move this was on their part. The whole point of this software is helping you to grow your business - but apparently as soon as you do grow boy do they punish you for it!

Additionally their search function for the "pricebook" leaves a lot to be desired. If you type in a keyword like "flange" and you have multiple items with that keyword in the description you expect all of the items with that keyword to appear. It doesn't. Only some do. No rhyme or reason to it.

Uploading photos from field is dodgy and slow. Reports availble are not reliable or accurate