Housecall Pro allows you track customer requests and schedule jobs. You can also dispatch technicians, create accurate estimates, collect payments, and more. It lets you automate customer communication and marketing.
Sign up for a Housecall Pro free trial. You can also get a discount if you pay annually instead of 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. Although it's not hard, you may find yourself frustrated if your password is forgotten or if there are problems with the software. For a new one, you can either contact the support team via phone or by email. You may also want to set up an account text message alert.
Home Call Pro mobile app
It's easy to stay organized with the home call pro application, even when you are on the move. It lets you view your calendars, receive payments, and get directions to the next job all in one place. This is a useful tool for home-based service providers or small business owners.
Customers can pay by credit card or wire transfer via the mobile app or web. Stripe, an online payment processor popular with many users, processes these transactions. You won't worry about your clients' bank information or credit card details because you can receive payment via text message, phone call, or email.
Private Notes and Notifications
Housecall Pro's private notes feature allows you record and store messages from customers, such as if they require repairs or have a question. 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 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. After you connect your bank account you can accept payments through the My Money tab on your invoices.
Customers can receive invoices and quotes via email or text message. An auto-reply will be sent if they decline. This is an excellent way to keep customers happy and reach out to potential clients.
It is easy to use and navigate. You can switch between a day view, a week view, or a month view. You can also attach files to customer records.
Automated notification is another feature to keep you updated on the status of jobs for your clients. These messages can be sent to clients when a job is created, when a technician is on their way, or after the service is complete.