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 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
You'll need a user ID and password to log into Housecall Pro. This isn't difficult, but it can be frustrating if you forget your password or have problems with the system. Support can be contacted via phone, email or live chat to obtain a brand new password. A text message can also be set up for your account.
Home call pro mobile application
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. This is a useful tool for home-based service providers or small business owners.
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. This means you don't have to worry about losing a client's card or bank account information because they can send you payment by text, phone, or email.
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. It lets you know whenever a customer leaves a note, so you respond as quickly and efficiently as possible.
You can organize your customer list using the search and filtering functions. Tags are a great way to group information into categories. You can also add notes and reminders, such as the status of a client's job or invoice.
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 linked your bank, you can accept payment using the My Money section of 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.
The customer interface is simple and easy to navigate. The customer interface is simple and easy to navigate. It has a calendar and allows you to switch between the day, week and month views. You can also upload files to the records of customers.
You can also stay informed about the status of your customer's jobs with automated notifications. These messages can be sent when a client creates a job, when technicians are on their way to the customer, or once the service has been completed.