Housecall Pro Review 2024 | Expert Comprehensive Overview

Is Housecall Pro the right software for your business? In this video, we're going to give you one of the most comprehensive Housecall Pro Reviews for 2024 and see what kind of home and field service businesses it's a great fit for, and some field service management software alternatives to consider like ServiceTitan, Jobber, and Thryv depending on the type, size, and complexity of your home or field service business.
We'll do a full tutorial catered to service businesses from detailing, hvac, plumbing, electricians, handyman businesses, and more. We'll also do a feature deep-dive on the most important business capabilities and essentials for field service businesses like lead generation, scheduling and dispatch, time tracking and payroll, their CRM and integration capabilities, review and reputation management, invoicing and credit card payment functionality, and much more.
#housecallpro #homeservicebusiness #fieldservice
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▼ ▽ CHAPTERS
1:24 Housecall Pro Overview
4:09 Target Market & Client
6:20 Lead Acquisition
10:30 Scheduling & Dispatch
13:58 CRM & Integration
17:19 Job & Project Management
20:20 Invoicing & Payments
23:54 Value & Pricing
Disclaimer: Using links supports this channel and may send a small commission my way, at no extra cost to you. However, no content is directly overseen by individual vendors and are purely my own reviews & opinion, and are made to be unbiased through non-exclusive partnerships with multiple competitive solutions.

[@RehashDigital]

Looking to make your business more efficient, profitable, or scalable with technology? Check out our recommendations & book a free consultation call: www.rehash.tech/home-services

[@Kas25]

Do you feel like Housecall Pro is better than Jobber and Field Rocket? Field Rocket has a free version, but Jobber has more reviews. Housecall Pro is expensive

[@RehashDigital]

⁠@@Kas25Housecall Pro and Jobber have very similar price points. If Housecall Pro seems too expensive; it would be worth sticking to manual processes until you build your revenue to where it makes sense to invest in a solution; since it’s more work and cost to move from one solution to another (which is why some software are free).

[@MrBennettavila]

I loved your video and I would like to follow you on all your platforms. We need more people like you who explain things in such detail that anyone can understand, even a dinosaur like me, which is clearer than water. I have already made an appointment with your company to see how else you can help us improve our technology in our company, you are the best

[@MrBennettavila]

I loved your video and I would like to follow you on all your platforms. We need more people like you who explain things in such detail that anyone can understand, even a dinosaur like me, which is clearer than water. I have already made an appointment with your company to see how else you can help us improve our technology in our company, you are the best

[@jdef1]

Great review!! I’d love to see a HCP vs Markate video! I’m struggling as a new service business to decide between the two! Thanks!

[@RehashDigital]

Thanks! Feel free to book some free time with me to see if I can help you make the decision. 👍🏼

[@neiljohnson6017]

Hi Joe! I'm just in the middle of moving from Jobber (6 years) to HCP and was very surprised to hear you say Jobber had more flexibility and capabilities. I've been very impressed by the tours of HCP, and very frustrated at the limitations of Jobber. Not only that, the value for features seems far and above with HCP... So hearing your review and reference to Jobber has me really wondering what I've been doing wrong hahaha. What do you think are the specific standout capabilities and features that Jobber has over HCP?

[@RehashDigital]

I'm actually editing my review video of Jobber right now so stay tuned for that, but in short - Jobber's way of handling data and processes is "in general" more robust. That said, If you've seen HCP and it maps to what your business needs - then flexibility is meaningless since ... you need what you need! I'd be curious what kind of flexibility and capabilities you're missing from Jobber - it feels like you'd be taking a step down since there's very few features in HCP that don't exist in Jobber. You should hit me up for a free consultation, would love to learn about your situation and give you specific feedback.

[@neiljohnson6017]

Hi @RehashDigital, thank you so much for your response! That's surprising to hear. This is what I've noticed so far as stand out functionality that HCP has vs Jobber - Customizable dashboard reporting and reports; Jobber only provides predetermined reports, and the only way to get more nuanced reporting is to export them all and reprocess the data in another app. - Pipeline view for the lead-to-invoice workflow, customizable and able to filter by tags and more. This is especially relevant to us as we can sort by area, types of service, etc., far more easily and so do things like process and schedule far more efficiently; Jobber only has individual pages for each step with a list view and limited filtering. We actually sent all this data to airtable via zapier so we could more fluidly organize and schedule. - More powerful and flexible request feature where clients can choose from the services in your pricebook, fill in the values (e.g., amount of windows), and have this transfer directly into an estimate you can produce for them; Jobber has an embarassingly simplified form that only transfers the name/address data. We'd probably get greater functionality from a google form and zaps. - Customizable intake form tool where you can create and order the questions to guide your sales/admin through the lead intake, and have the fields they fill out migrate to the client file; Jobber only has the client page view. - More robust client, sub-client, and multi-property organization allowing you to have auto-SMS/email go to one person and the job invoiced to another, as well as the ability to merge client files; Jobber creates duplicate clients through their form and is too simple when it comes to the hierarchy of contacts and clients - it's actually non-existent. - Far more customizable and complex automation for communications with diverse triggers, not to mention the ability to hyperlink; Jobber only has very specific times you can send messages, without any customization besides what the message says, whether it's sent or not, and no hyperlinking. - VoIP, being able to both call and chat in the software not just with your clients but your team, as well as the ability to tie multiple numbers to your main number so you can track the success of marketing campaigns (it auto updates the client file with the source of the lead). You can also embed a chat bubble on your website through which your clients can directly reach you; Jobber only has an SMS ability with your clients and virtually no marketing tracking. - VoIP & SMS recognize if incoming contact is a lead or client and triggers the opening of either the relevant client file or an intake form for quick processing of new requests or leads, removing unnecessary clicks and typing for your admin. - Not just estimates with optional line items like Jobber has, but more complex sales proposals with options for good/better/best packages, including templates; Jobber only has a linear estimate with optional line items. - Service plans to organize more complex maintenance/service schedules, not just weekly/monthly, but annually and with different services at different times; all I saw in Jobber was duplication of the same service. - Built-in capabilities for tech reporting and P4P, which I'm beginning to understand as the future of the home service industry, and necessary for attracting and retaining quality team members, but also having them perform at their best in a way the company profits; Jobber has only labour costs (which HCP also has) - Far greater functionality through the app in the field. I haven't seen much that Jobber has that HCP doesn't have, and HCP has all of these things, for the same price Jobber is charging for its grow plan... The main reason I first signed up for the grow plan was to be able to pay for other apps to fill these gaps, and so HCP is going to save us at least $6-700 a month and give us more. But again, hearing your confidence, I feel like I must be missing some very important things in Jobber, so I'd love to have a chat!

[@ohanaclean]

@@neiljohnson6017 great write up, im in the same boat. A lot of the features i want that HCP has at the middle tier, is only available on the Grow plan on Jobber for double the cost, and still is lacking some features... my contract with Jobber is up in September and I am looking to switch over.

[@josephz7454]

Curious about Jobber being mentioned as more flexible and capable as well. I have been with Jobber for about a year now and am looking to move because it is just so limiting. I am just starting to look into HCP and have not began working with the software yet but it does seem to have a lot more features than Jobber. The price book and customer intake to me are massive features that Jobber has no answer for. Every time I contact Jobber customer service their answer is basically, sorry Jobber can not do that. I only have insight into 3 of these service softwares. Jobber, Service Titan and now HCP. To me it seems like Jobber is the most basic then HCP and then the most feature packed and by far most expensive is Service Titan. After a demo with Service Titan I noticed a lot of the “wow great features” are on HCP. Curious for feedback and your opinion Joe.

[@RehashDigital]

@@josephz7454 it depends on what kind of flexibility and budget you’re looking for/have - thats why I offer free consultations. Depending on your needs you can go the CRM route, specialized/integrated route, or full custom. Book a free consultation on my website since I’m curious on your feedback on which parts are limiting and I can give you some alternatives.

[@JoesDrywallPainting]

Dude, seriously helpful, thank you. What are your thoughts on Field Rocket? I know they do website & lead generation stuff as well. I was leaning towards Jobber but they don't have a free plan like Field Rocket, plus I don't think they do the lead generation & marketing that Field Rocket does. so IDK. We're small & don't want to break the bank.

[@RehashDigital]

I’ve heard of them but haven’t reviewed their platform in depth. There are downsides for free plans since they lock you in from a technical standpoint (sometimes). If you don’t have a budget up front, it might make sense to do your tracking even on basic Google sheets since it’s easier to migrate to a better system once you hit the revenue levels where it makes sense. Happy to help and do a free 15 min call (no obligation) if you want some initial guidance. You can book it on my website

[@RJ_Moonshot]

They've definitely have a phone line to call trial members non stop

[@RehashDigital]

They can be relentless & persistent! But a lot of tech companies catered to small businesses are very similar.

[@sayadkareem1290]

Nice

[@RehashDigital]

Thanks!

[@ohanaclean]

Hi Joe, thanks for the great video! I'm currently using Jobber for a carpet cleaning company but most of my colleagues use HCP, do you think there are any redeeming qualities about Jobber as of today that would justify staying with Jobber vs switching over to HCP? It seems HCP has more features that I need at the lower price points.

[@RehashDigital]

It really depends on what you find lacking about Jobber compared to HCP, and likely not at lower price points because of their pricing model of # of seats (unless you operate the business solo). There might also be other options outside of the 2 depending on your requirements. So to start: what is making you consider moving away from Jobber?

[@ohanaclean]

@@RehashDigital being able to show packages, texting with clients in one platform, essentially what it boils down to is that HCP has a lot of the features at the Jobber Grow Package which ends up being hundreds more a month

[@RehashDigital]

⁠@@ohanacleanFor communications (unified texting & calling) I wasn’t overly impressed with HCPs offering. It’s seemed like a 3rd party solution they bolted on unless you need their HCP assist call center. Otherwise, I have yet to see Jobber packages more than $10-20 more than HCP per month since they literally match each others pricing tiers on both headcount and (most) features (calling is extra on HCP). Definitely do a trial with HCP and validate the features & pricing you’re looking for before you commit: housecallpro.partnerlinks.io/home-services otherwise it would be worth checking out Thryv which I think has better marketing and comms features at the expense of a little less personalized field service processes: emp.thryv.com/site/pjfmt6kuu4rwr127/online-scheduling?service=mzy45oskh02z5lhv

[@ohanaclean]

@@RehashDigital I need the ability to sell my services in a package format: Good, Better, Best buy with Jobber I need the grow plan vs HCP I need the $40 add on. Also the marketing plan is included on HCP but with Jobber it's an additional $30

[@Ricardo23228]

is it good for new leads ? thats all i would need it for , one of there reps is calling me at 5 today to try n sell me w a 50$ gift card lol 😅

[@RehashDigital]

It’s mostly good for operations. For lead gen/marketing I would recommend booking a demo with Thryv: emp.thryv.com/site/pjfmt6kuu4rwr127/online-scheduling?service=mzy45oskh02z5lhv or do a trial with Jobber: go.getjobber.com/edj8vbnzrgao $50 is nothing compared to the time or business you waste if you pick the platform that isn’t a good fit!

[@Ricardo23228]

thank you ! 🙏

[@eduardoacosta7676]

thank you for the info , im actually an SDR w housecall pro this was great info so when prospects ask me questions , ill just study this jaajajja@@RehashDigital

[@hvac_double_agent]

Any thought on Crew Control from Aspire ?

[@RehashDigital]

I haven’t tested it yet, but aspire is a Service Titan subsidiary tailored to smaller businesses so from a technology perspective - my assumption is that they’re decently good. I’ll add it to my list to review in the future