HouseCall, offered by Codefied, is a cloud-based work order management software that enables service professionals and customers to schedule, invoice, and dispatch field management jobs. The product caters to the needs of small & mid-sized companies, as well as for self-employed service professionals.
HouseCall offers scheduling & dispatching features that enable users to manage their dispatch calendars from web-based or mobile devices, and keep a track of job status across a work-order life cycle. The product also maintains a database of customer related information including customer profile, jobs history, and payments & invoices data, keeping a detailed record of transaction history. In-app messaging feature of the product enables centralized messaging with the customer, making job-flows more efficient. HouseCall offers a live map functionality that enables the tracking of daily routes & employee locations, and map service addresses. The software also offers automation in invoices & payments collections with features such as auto-generation & dispatch of invoices, accepting credit card payments online or through phones, and scanning or keying cards without having to swipe them.
HouseCall has a database of all types of service professionals including, handyman, plumbers, electricians, house maids, carpet cleaners, window washers, locksmiths, and pest control, among others. The product offers calendar synchronization with Google calendars and integration with third-party accounting software’s such as QuickBooks.
We are a commercial cleaning business and have been in business for almost 20 years. For the last few years we have been transitioning from paper to digital. We have multiple employees, that are private contractors. They work at several locations. Each location has it's own pricing. Most times any additional services or charges added to a job are reported back with in a day or two.
We were using a paper calendar for on the go access, that was then copied to a shared online calendar. That information was entered into an invoicing program and invoices were emailed via a private email account. The process from work ordered to invoice sent could take up to a week depending on when our employees got back with information about the job.
Going into this next year we decided to try an "all in one" program. Housecall Pro so far has been great! It has most of the features we need. I love the app feature that comes with this program. It pings the employee when a job is assigned. Reminds them of upcoming work, gives directions to the location and lets them add details, pictures, or services to that job on site.
My workload has been cut significantly, allowing me to get to other administrative demands finished that usually get pushed into my weekend. Having the calendar, employee assignment, clients, services, and invoicing all in one place is amazing.
I've had to make some adjustments and "tricks", since it is a basic program. But nothing enough that's made it difficult to use.
Overall it has taken a good amount of stress and transition from our plate.
For single users to a company with multiple employees, this program can do a lot for you.
Convenience, combines most of your business programs into one easy to use program
Customer Service, with offices on both coasts I am able to get in contact with customer service within 10 minutes.
Accessibility, I can access the program from any computer with internet connection or use my phone via the app.
Faster Reporting, employees out on the job can add details, services, or new jobs on sight.
Cuts out bridges between programs and communication, I can enter in a job on the program, assign my employee and it's sent to whomever I need it to be sent to (employee or client) saves me from having to enter it onto either a paper calendar, or a shared calendar, and then notifying the employee of the job and then waiting on a report that they have completed the work.
No contract - you can do monthly, half year or annual commitments
Limited customization, I have to incorporate my own item code to personalize my clients services. The invoices are also limited on what can be changed/added
Only completed jobs can be searched. There's no search or sort option for each client. So I have to scroll through jobs. Once a client accumulates work it can be a hassle to scroll though pages of information.
Confirmation emails, because the invoices are sent though the program. I don't receive confirmation emails. It only show what has been sent.
Likelihood to recommend
I have been a user since House Call Pro went national with their service. I don't have anything but good things about the company itself and the app/software!
First, the app is for the phone works flawlessly and has improved so much since I first started. (aka awesome development and customer service team behind the app).
The latest feature that I love is the employee time tracking feature! They can clock in and out right in the app! and the report for that is simple and user-friendly! I have 1 employee and looking to add another and this solves that huge time tracking issue I was having because they listen to their pros.
Now that doesn't cover what my customers have said to me about how they like all the notifications and email reminders and text alerts and so on and so on. This adds so much value to my company. Communication with customers is I think #1 in service based business' and House Call Pro knocks it out of the park!
Also great customer service. Great development speed. They are always getting feedback from their pros and using that to put the more requested features to the top of their development roadmap. I love that and have seen it over and over again the past 1.5 years or so I have been using the app.
Cons? I would have to say no Ipad native app. However, they have made changes to the web portal so it is touch screen friendly and you can still use the mobile app as well just zoomed in. But the web portal through the browser on my iPad works well, I just know it would be snappier as a dedicated app. BUT I also know adding another version of the app would slow overall development of new features as a whole so I am understanding.
Likelihood to recommend
I am a painting and drywall contractor in the Indianapolis area and have looked at about a dozen different programs to help me run my business. The first thing I can say, is that it seems that no perfect program exists, since most are either too generic (difficult to tailor to my industry) or too cumbersome. I actually "used", as in, not really, Builder Trend for a period of time, but found it to be way more than I really needed. Method CRM was another, but it seemed too difficult to master. Several of my coleages in the industry are using estimating software, in addition to Basecamp, Pipeline Deals and other things.
Since I am a one man operation, I have to do everything from sales to production to marketing to billing, so time is at a premium for me and I needed a solution that was easy enough to learn. I also needed a program that would synch with my Quickbooks online (another imperfect program, but its what I know) and allow me to function in the field. I eventually stumbled upon HouseCall Pro and was impressed enough to give it a shot.
Right from the start, I found it easy to learn. In fact, I signed up, had my personalized tutorial and three hours later was writing my first estimate in the field on it. I will highlight the pros and cons in the fields below, but I can say that this is a company that is constantly improving its product. I get the sense that they want to be able to provide a one stop program. I say that because I have had conversations with one of their specialists and he was asking me what else would I like to see them doing to improve. They have a chat bubble online (at your desktop only) that is available most hours and they connect quickly with helpful answers.
My biggest beef with this program is that they are spending a lot of time building new features into the program when I think they should be tweaking existing features. For example, there is an auto responder email feature that you can set up for as many emails as you like, but they have not included an option to include hyperlinks in the emails. I am sending out a survey form and also a review request form, in which I have created the links, but the customer is forced to copy and paste in order to access these. Unfortunately, I am getting zero responses because a hyperlink would be easier.
All in all, I think HouseCall Pro is on the right track, but they have a way to go before they can live up to their true potential.
QBO synchronization, ease of use, ability to do estimates and invoices in the field. Tags allow tracking of specific items (similar to classes) like lead type and services provided. GPS to track employees and picture of house from Google maps shows on customer page. Auto responder feature, postcard program that is cost efficient. Great customer service, responsive. Online booking of jobs for customers. Ability to take credit cards. Mobile program lets customers know when you are on the way to their home. You can set up employees/techs and have their picture sent to the customer before they arrive at a job.
I have found issues with duplication of invoicing; there seems to be no recognition of multiple invoicing for a single estimate. No hyperlink option for the auto responder email program. Credit card option cannot be turned off on a mobile device, must be done on desktop version when invoicing. There is no job costing function. At $199.00 per month, I feel that this program can do so much more.
Likelihood to recommend
For 18 months we were looking for a software that could do three things:
1. Manage our customer database (CRM)
2. Schedule appointments and send automatic reminders to customers
3. Assign and dispatch employees to jobs (Field Service Management)
It seemed every software was designed to do one, MAYBE TWO, of these things, but no software could do all three. Then we found HouseCall Pro. It seemed almost too good to be true, but HouseCall does it all for us. We haven't looked back.
1. App for field technicians is awesome! Best I've seen.
2. Strong and powerful integration with Google -- autofills addresses and integrates with Maps.
3. Automatic e-mail reminders sent to customers.
4. Postcard marketing campaigns.
5. Quickbooks compatible.
6. Incomparable customer service. They have a friendly, helpful and intelligent group of people working for them. They are always there to listen to requests and solve problems. The messaging app within the desktop software lets you communicate with them directly anytime. They always seem to respond within mere minutes.
7. They are constantly releasing updates and improvements to the software. It gets better with every release and it shows they really listen to customer suggestions!
1. The schedule view is hard to read and use. When you are trying to get an overview of your resources and availability, you have to scroll left/right as well as up/down. It's made it hard for us, so we still have to rely on Google Calendar to view employee availability when trying to schedule jobs.
2. No automatic reminders sent to employees. There is a push notification one hour before a job starts, but this is not enough time for us. We want an email or test least a day, even a week, in advance.
3. Few customization options. (eg - You cannot rename "professional" to "stylist" or "technician" to suit your industry.) You can't include hyperlinks in follow-up emails to link customers to a satisfaction survey. (They have to copy/paste the address into the browser.)
4. No way to "black out" dates on scheduler for employee time off. Again, we still have to use Google Calendar. Although they just released "Non-Job Events" and this could serve as a possible workaround for us. We are looking into it!
5. The CRM is weak. (No multiple contacts for a business, no way to name different service addresses, no pipeline for making sales, etc.)
Likelihood to recommend
I own and operate a small plumbing company in San Diego and I have been searching for a product like housecall for years. Yes there are competitive products on the market and I've tried them all. The main problem for the other products was the disconnect or lack of care for the user's (me) feedback. I would find an issue with the software that prevented me from running my business the way I needed to and when I voiced my issue, the response was vague at best but usually nonexistent. My experience with housecall has been the exact opposite. EVERY time I have had an issue or needed help, they have been IMMEDIATELY responsive in helping me to resolve an issue and even develop their product further to improve all aspects.
Years ago when we transitioned from the old carbon triplicate paper invoices to electronic means, I had to use a different kind of software for each business task i.e. invoicing, scheduling, dispatching, processing credit card payments, taking photo records for completed jobs, sending appointment reminders and thank you notes, etc.
Now, I have ONE software platform that I use for EVERYTHING! HOUSECALL! It does everything I need it to do. It's made my life and business run more efficiently than ever before and the best part is that they're constantly improving it! Almost every week there is added functionality, fine-tuning and improvement on an already fantastic product.
If you have a small service company, you would be mistaken to look elsewhere for your field management software. Simply stated... Housecall does it best!
It's difficult to come up with anything negative about a product that have benefitted my company in such a massive way. All I can say is that it's a bummer that Apple forces app developers to go through such a difficult process to get app updates released, because it slows down the process. Housecall is constantly updating and adding new functionality to the web and mobile applications.
Likelihood to recommend
● HouseCall removes paperwork and automates payments, enabling service providers to focus on the core job.
● The scheduling & dispatch module of the product enables business owners to manage dispatch calendars of employees, tracking the status of their jobs from start to the end.
● The product offers iOS and Android apps that are synced in real-time with its desktop software, enabling users to view their dispatch views, take payments, and view their next dispatch location on their smartphones.
● HouseCall enables the generation of automated invoices, and capture of payments instantly through credit card scanning on smartphones.
● The product offers flexible pricing options with the capability to offer monthly, semi – annual, and annual pricing plans.
Below are some frequently asked questions for HouseCall.
HouseCall offers the following pricing plans:
Pricing model: Freemium, One-time License, Subscription
Free Trial: Not Available
• 1 User – Free
• 10 Users - $79 per month + $99 one time activation fee
• Unlimited Users - $199 per month + $99 one time activation fee
• 1 User – Free
• 10 Users - $79 per month
• Unlimited Users - $189 per month
• 1 User – Free
• 10 Users - $69 per month
• Unlimited Users - $175 per month
HouseCall offers the following features:
HouseCall has the following typical customers:
Freelancers, Mid Size Business, Small Business
HouseCall supports the following languages:
HouseCall has the following pricing plans:
Freemium, One-time License, Subscription
HouseCall supports the following devices:
HouseCall integrates with the following applications:
Google Calendar, QuickBooks
HouseCall offers the following support options:
Online Support, Phone Support