Housecall Pro

Una herramienta muy profesional y completa

Puntos a favor:

La uso para gestión de facturas y programar, muy profesional

Contras:

Podría estar en español, aunque yo la manejo bien, a alguno de mis ayudantes le cuesta.

ventajas para quienes realizan visitas a domicilio

Puntos a favor:

La aplicación puede ayudar a los trabajadores a planificar sus rutas y horarios de manera más eficiente, lo que les permite visitar a más clientes en menos tiempo.

Contras:

Los trabajadores pueden necesitar tiempo para aprender a utilizar la aplicación, lo que puede retrasar el proceso de implementación y la entrega de servicios.

Streamline Your Field Service Business with Housecall Pro

Comentarios: A complete and well-designed field service management tool, Housecall Pro is especially well-suited for small and medium-sized firms. It is a fantastic alternative for companies trying to streamline their processes and increase productivity because of its simplicity of use, mobile app, and variety of features.

Puntos a favor:

Even non-technical people may easily utilize Housecall Pro's intuitive interface and user-friendly design to explore and find the functions they require. This tool is an all-in-one solution for field service firms because to its extensive feature set, which includes appointment scheduling, billing, payment processing, client administration, and marketing tools. Businesses can manage their operations from anywhere, make appointments, issue invoices, and collect money with this tool mobile app. With its customization features, it enables companies to adapt the application to their unique requirements and work processes. Businesses can quickly book and manage appointments using the scheduling option in Housecall Pro, which helps to reduce waiting times and boost output.

Contras:

In comparison to some other field service management software alternatives, Housecall Pro does not have as many platform and software connectors. Overall is okay.

I am obsessed!

Comentarios: We came running back to HCP after using another software for a year. Our breaking point with that software was the price book being outrageously difficult to utilize. With the new DOE changes for 2023, ALL hvac major equipment has been changed and we needed to do update that accordingly. The price book in HCP is smart, helpful, calculated, and still very easy to figure out and utilize.

Puntos a favor:

We used HCP for years when we decided to move to another software. After a year on that other software, we came RUNNING back to HCP for many reasons. The biggest reasons? Ease of use, amazing features, customer service, and price points.

Contras:

Auto pricing for Maintenance Plan Agreements. It is technically there but having it more in depth would be great. Example: Our Gold Level get $0 service call fee-10% off materials-$50 off new system. HCP provides that 10% off though so still an absolutely amazing feature!

Incredulous

Comentarios: So, we moved and I changed the business address a couple of months ago in my profile. Somehow during the change some profane words were written in the license box and then were saved. After that every invoice a customer received as a PDF has the profane words at the bottom of the invoice. HCP Said that they have no way of telling me when the exact date change was or a way to forward the emails sent to customers in the time frame so I can limit the amount of customers I need to confess this to. (some customers don't look at the PDF) This is something to think about here because HCP sends the email and we don't get Cc'ed or Bcc'ed. Therefore after a customer gets an invoice a permitted staff worker can change information later. It is incredulous that they can't look back at email history; I would think twice about using Twilio then. Although it is on my end that the profanity was created it was HCP that polished it into customers email. this makes them libel. Customers don't often open the PDFs when one does I will promptly give them HCP's number.

Puntos a favor:

good for new company that wants to go paperless.

Contras:

HCP the company is moving towards marketing. The pro clients are no longer the target clients. The pros are now the "Product" and the new target audience are warrantee companies. There is no way to quickly search for jobs and clients from the main page using key word. Things that make sense on a google platform are nixed in the HCP board room.And my main complaint: emails to clients are sent from HCP and the Pros are not even sent a copy of what they get. Therefore, there is no traceability compliance. When an invoice is created and sent the job is not locked up and can be edited after the client is billed out. The office will never see what the client gets sent and HCP can not dig it up for you. Emails are lost after 7 days I'm told.