Housecall Pro Reviews

I LOVE USING HOUSECALL PRO IN OUR HOME SERVICE BUSINESS

Comments: HOUSECALL PRO HAS STREAMLINED MY INVOICING, CUSTOMER DATA STORAGE, CUSTOMER INTERACTION, AND MUCH MORE. THE SOFTWARE IS CONTINUALLY GETTING BETTER AND THE CUSTOMER SUPORT INTERACTION IS ABOVE AVERAGE. I AM VERY HAPPY WITH HOUSECALL PRO!!

Pros:

FUNCTIONALITY, TECH SUPPORT, AND VALUE VS PRICE

Cons:

IT IS ONLY USABLE WITH AN INTERNET CONNECTION FOR INVOICEING. I WOULD ALSO LIKE A VERSION THAT WORKS IN THE FIELD WHERE INTERNET IS NOT AVAILABLE.

I am obsessed!

Comments: 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.

Pros:

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.

Cons:

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!

Bad services

Comments: The worst company that does not value its clients. When you hire this company to make a website, they never do it the way they want it. After 2 months, the website was never made. They were always staggering with the managers. It is never true. They are never there on the appointments they schedule. They leave you waiting and they don't even have the kindness to call. Oh, excuse me. You have to beg them to help you. It is the worst and most terrible company there

Pros:

I didn't like anything, it's a terrible company

Cons:

has the worst customer service the worst staff i have ever seen they are never there to help their customers

Service Delivery

Comments: Really exceptional software i will recommend to my colleagues.

Pros:

keeping appointments with my patients has really seen an increment of about 20 percent compare to the last two year. which has helped improve my time managment

Cons:

Knowing how the understand the usage of how the plumbing option works becauses this a been quite demanding for me.

HouseCall Pro

Pros:

I love that I can do almost everything with this software. It has helped our company grow and I love that we are able to grow with HouseCall Pro.

Cons:

I would really like to have inventory management available and I do not like working with Stripe for the payment processing. I am however, glad that they are starting to allow payroll though.

Alternatives Considered: FieldEdge

Reasons for Choosing Housecall Pro: Because HouseCall Pro has more features available that I needed to be able to utilize such as maintenance plans and GPS tracking.

Switched From: Square Point of Sale

Reasons for Switching to Housecall Pro: The Price, the ease of use, and features.

Love this software

Comments: Love it. Used it before and got my new employer to use it because how great it is.

Pros:

Had almost all the features of much more expensive products I have used in the past.

Cons:

Wish it showed side by side pricing of discounts to show savings on a line by line basis, rather than just at the bottom.

Alternatives Considered: ServiceTitan

Reasons for Choosing Housecall Pro: Started me own company and ran for a year and a half. Closed it due to a move. But previous to that, used Service Titan with an old job. Liked it, but way to expensive. So I tried HCP and loved it. Now convinced my new boss to use it because how great it is.

Switched From: ServiceTitan

Reasons for Switching to Housecall Pro: Price and featured. I had wants and needs. This had all the needs and most of the wants

Housecall Pro Pros & Cons

Comments: I am very happy with it. I came from Wintac. I was with Wintac for about 25 years and made the switch to Housecall Pro and it has helped me with things Wintac was not capable of helping me with, like my online presence, getting more reviews, tracking how long employees take at jobs, etc.

Pros:

Very easy to use, the user interface is clear, has mobile app, has desktop app, the company listens to its users and make updates to the software pretty quick. Has open API to a lot of 3rd party software and is open to having more. work orders are great

Cons:

Still building new features that are very important to have but not there yet, some important features are there but seems like not a lot of time was put into those features where more time might have been put in other less important features. Reporting does not dig deep enough. service agreements need work

Alternatives Considered: ServiceTitan, ThermoGrid and Service Fusion

Reasons for Choosing Housecall Pro: They were not updating the remote ability to the software. The actual desktop version of this software was GREAT but it stayed behind and let everyone else take over. It was very unfortunate. Than fieldedge took over and they basically are converting all their wintac users to fieldedge users. so basically wintac seems like its going under while being absorbed by fieldedge.

Reasons for Switching to Housecall Pro: Service Fusion - the set up was horrible, the support from the team didnt know any answers to my questions so i just assume it was going to be hell in the future. Service Titan - too expensive for a company my size. ThermoGrid - Price was high and the software had way too many steps to create a job from a call (correctly) to have proper reporting later on in the future. Also, the line items looks like an excel spreadsheet, wasnt too crazy about that.

Housecall Pro changed my life!

Comments: My overall experience with Housecall Pro has been fantastic. Even more so since I upgraded to the XL

Pros:

Having the ability to track time, movement, KPI's, reviews, payments, scheduling etc is so powerful!

Cons:

There are some things that yhe other juggernauts in the industry have that this software doesn't but I am confident they will get there, and I'm happy to have gotten in at basicalky the ground floor.

Alternatives Considered: Service Fusion

Reasons for Choosing Housecall Pro: Software only did a fraction of what I needed it to.

Switched From: Joist

Reasons for Switching to Housecall Pro: I chose Housecall Pro over these others amongst many things, customer service, price point, responsiveness, and that HCP is constantly working to get better.

Great ERP system for small businesses especially in Service industries

Comments: I love Housecall Pro

Pros:

I love that I can do everything in one spot. Employees can clock in, jobs can be scheduled. Dashboards are present to view performance, and credit processing is easy.

Cons:

A bit expensive per month but it definitely has a lot of features. Every now and then it will have some bugs but easily fixed.

Alternatives Considered: Workiz

Reasons for Switching to Housecall Pro: The sales team was very informative and not pressuring.

Housecall Pro is the way to go

Pros:

It took less than thirty minutes to incorporate the software with my business. The software has many resourceful features for my business. Invoicing is a breeze and customers can pay directly from the link sent to their email.

Cons:

Integration was easy and I did not run into any problems with this software.

Common Sense Approach to Managing your Clients and Employees!

Comments: Sometimes, using multiple software applications, to try and get one job done can be frustrating. Not so with HouseCall Pro. The customer service over chat is so quick and easy, as well as the "tips and troubleshooting" search -- any problems I am having are usually "self-generated." LOL!

Pros:

This has got to be the easiest "learning curve" I have ever experienced. Coming from a completely different industry, to manage the office here was a bit daunting. BUT - HouseCall Pro made it much easier. a) Customers: Easy to set up customers in system, note their special preferences, create "tags" to track for where they heard about us, and contact them via emails or texts. Each account has the Zillow pic and profile of each of our customers - providing a wealth of information to us before we even arrive to service their home. b) Employees: Love the "personal touch" of adding the photos of our team - Our customers can see who is arriving - and - with the notification system, they know when they will be there. TimeTracker makes payroll a snap, and allows employees the flexibility to check in and out while out in the field thru the app - not tied to a punch clock or computer in the office. c) Scheduling: Easy to use, nice 'color-coding' features for each employee, with options to notify your customer of changes or not. Quickly able to schedule on the fly, thru the phone app. Can look day, week or month with a quick tab change. d) Invoicing: LOVE it --- the team can enter in all their details, which would normally have to be transcribed from paper notes, on the Work Orders thru the phone app. Nice presentation to the customers, with immediate email invoice available, the minute the job is done and paid for. AND it flows to QuickBooks!

Cons:

Creating "work arounds" for creating multiple sub-accounts for a main client. Sometimes, there needs to be a three layer deep ability to categorize a customer. Example: Parent Company (Main Customer), which has multiple condominium complexes (Sub Accounts of Main Customer)- each one having its own name/ billing account, and then, the need to create sub accounts for each Condo Complex (a Sub Sub Account) - for each individual Unit (for service address)

Makes my job so much easier!

Comments: Before Housecall Pro, my previous employer had stacks of paper invoices she was trying to collect on and manually texting out service calls to each of her in-field technicians EVERY DAY.
I was hired specifically to help implement an easier way to operate her small but growing HVAC company. I started research on the different software available and even trialed two before I came across Housecall Pro. One week after implementing and training our technicians we saw a significant improvement in communication between staff and customers as well as collecting on invoices. I was so pleased with Housecall Pro I recommended it to a family member who also has an HVAC company out of Phoenix. I now work remotely for him and cannot be more thrilled that I am again working with Housecall Pro. Thank you for such awesome customer service and a great overall product. This software was perfect for the small service-based business's I have had the pleasure to work with.

Pros:

With my main responsibility being dispatching service calls and administrative work, Housecall Pro makes it so easy to have all of the information in one place. You are able to see the status of service calls and invoice homeowners directly from the app. Another great feature of Housecall Pro is offering direct communication with customers and employees via text from the app. The convenience of an online dispatching system is that information can be accessed and updated in real-time so that everyone has accurate information at all times. Customer service agents are available via chat during business hours and provide solutions to problems that you have within minutes which is also very helpful and reassuring when you have questions.

Cons:

There is nothing in particular that I don't like about Housecall Pro. Housecall Pro will continue to offer an excellent product, while actively improving their site and adding new features on a regular basis.

Alternatives Considered: Service Fusion

Reasons for Choosing Housecall Pro: Testing for the best product to fit the company's needs and size.

Reasons for Switching to Housecall Pro: It was easier, affordable, and offers the most for your money.

Great Software for Residential Service

Comments: HCP handles a lot of my business for me. It even has online booking features.

Pros:

Many things. I like the payment options I can give to clients, the calendar sync, estimates, postcard integration, support systems etc.

Cons:

Sometimes it takes a while to load on the customer's end so they think it’s not working. I think it’s just because it’s encrypted though.

Alternatives Considered: Launch27

Reasons for Choosing Housecall Pro: Because Launch 27 was very confusing for me and to the customers. You almost have to program it out. HCP is much simpler to use and customers prefer it. I ran both systems to test them out.

Switched From: Launch27

Reasons for Switching to Housecall Pro: Because Launch 27 was very confusing for me and to the customers. You almost have to program it out. HCP is much simpler to use and customers prefer it. I ran both systems to test them out.

So much potential...so much that was wrong.

Comments: Frustrating, frustrating, frustrating. Best word to describe HousecallPro. The worst thing is when you call for help or do a chat, they give you bad advice, you relay it to the techs in the field, you mess up everything and have to start over and then you figure it out yourself. The tech support crew at HCP doesn't know the program very well. It is highly frustrating to open a chat, get bad advice, get a wrong answer and before they can figure it out you figure it out for them and let them know the correct answer for the next person that chats in with the same issue.

Pros:

Integrated with Quick Books Online. It is hard to say what we liked about it. It had a map built in so we could see where the techs were theoretically but didn't exactly work all the time.

Cons:

Frustrating to find out the history they said would be imported only gave us dates of service, not the actual history. We could not see what we had done for the customer only what amounts Quickbooks had received and when. That is not history. Something that was major for us is that if you have a multiple day job, remodel, tunneling to replace a sewer system, running new water lines in a house you have to add additional scheduling and each occurrence ends up in QuickBooks whether you billed out for that or not. In other words we had multiple no money due invoices in QB's that didn't need to go over because customers should receive one invoice for a job with all the details on the one invoice not multiple invoices with small amounts on them. This was the worst.

Excellent Service Industry Software

Comments: More than positive! It has streamlined our business and provided a better experience for our customers.

Pros:

The ease of use of this software is by far some of the best and I demoed several before deciding on Housecall Pro. This is our first go at a digital software and they have been excellent to work with in getting us a set up specific to our needs as a company. We like that it encompasses a review component as well as real time data for our office staff to see where our technicians are at on their schedule. The online community Facebook page has been a tremendous help in hearing how other companies are working through issues as business information in general.

Cons:

There have been times where chatting into the blue bubble yields less than timely feedback for important things we need to get sorted out in the office. The Facebook group is helpful in me searching to find a work around or solution while I wait to hear back from the blue bubble. I understand why there is no direct phone contact for immediate issues, but it would be nice in dire times to be able to immediately get a person on the phone.

Alternatives Considered: ServiceTitan and Service Fusion

Reasons for Choosing Housecall Pro: Ease of use. Product support.

Switched From: Service Fusion

Reasons for Switching to Housecall Pro: Community of support. Ease of use. The collectiveness of what is offered at the given price point.

This software is a game changer

Pros:

Our customers love the communication. Our staff love how easy it is to use the app. It sets us miles ahead of our competition and gives us that sharp professional look we strive to bring our customers on the job. The fact that it communicates with our Quickbooks software makes the accounting end simple and saves a tremendous amount of time.

Cons:

At this point, there isn't anything I don't like about HCP! I am a happy customer!

Alternatives Considered: Jobber and ZenMaid

Reasons for Choosing Housecall Pro: ServiceTitan was too complicated for our team.

Switched From: ServiceTitan

Reasons for Switching to Housecall Pro: Easy to use. Focused on customer service. Price was acceptable.

My HCP experience

Comments: HCP has brought our business to the next level. We have been using the software for two years and have a very basic plan. Before HCP, we were keeping our appointments in a spiral calendar and customer information was difficult to maintain. With HCP, we have been able to better track our customer activity and history. One of the newer features that I find interesting is the lifetime value of the customer. This is giving us some insight into how much revenue our customers generate. I am considering upgrading to the next level of HCP to begin accessing some of the marketing tools that HCP promotes.

Pros:

I like the ease of use for employees and users in the field. It is simple, yet allows our company to be in contact with our customers. From the office perspective, we have reduced how many invoices we are sending the mail significantly. Our customers like receiving e-mails from us, including the invoices. The portal for payment is easy to use. There has been a significant increase in online payments through the portal. Our employees find the app easy to use and the location services make it easy for them to find our customers homes.

Cons:

The times on the schedule page, need to somehow be highlighted or the top of the hour bolded. It is really difficult to schedule an appointment on the week view for Friday, because the time is in the far left margin. I would love to have the ability to make comments on the time card section. That way when I need to make a change to an employee's time card, I can also note why the change was made. The way that the credit card payments integrate with quickbooks is frustrating, as I have to go to each transaction and manually change where it posts the payment. I would like to have the ability to designate where the payment goes. In addition, it would be nice to change the QB display name on HCP ourselves, instead of talking with customer support. One more thing, can payments affecting more than one invoice be posted as one payment, versus each individual invoice. This would make processing deposits so much easier.

Clients LOVE it!

Comments: I love that it talks to quick books, but sometimes there are glitches that my book keeper can't figure out without an HCP rep. I love how easy it is to use on my phone.

Pros:

The feedback I get from clients is that they love the professionalism of the software, the easy ways to communicate, the online booking option, the automated 'on my way' text and paying online. What I like is how easy it is to look at. I know other software have more options, but sometimes less is more. You can get lost in all the functions and it makes it harder to use. I don't need a lot of the other features that other software offers. I need software that is quick and easy to use (and hard to screw up). The way everything is set up makes each page easy to look at, therefore, easy to navigate and use.

Cons:

I don't like that I can't call someone to help me figure something out. I don't like that the invoice number is not the same as the estimate number and sometimes it can be tricky to keep them the same. I wish there was an automated function to send an invoice for the deposit once someone approves an estimate. Another thing that would be helpful is if people can schedule an estimate online, not just a job. I know I can convert jobs to estimate, but numbering can get tricky. One more thing. It would be helpful if on the app, you can see the invoice number right on the calendar or when you open up the job. I'm in metal warehouses a lot buying material and I have to select the invoice button just to see the invoice number and reception is bad. My way around it has been putting the invoice number in the notes, but that's obnoxious.

Great Product

Comments: MY overall experience has been great, whenever i need customer service they are available and always helpful via chat or phone call

Pros:

The owners were use too and liked a different dispatching/invoicing system. When I was hired as the Office Manager I was trained to use that system but always felt like it was out dated and not user friendly. I ran across an ad for house call pro on social media. I immediately loved what I saw, the ease of the program and how customers could make payments online and leave reviews for our business and technician experience. I showed the owners and we made the switch to housecall pro and have never regretted it.

Cons:

I wish the system could notify me when my technicians went in route, started there job and finished there job. Wish some sort of push notification or a chime when the dash board is open

Pro user

Comments: Before joining house call Pro I had just purchased 500 invoices for over $100 and I've only used since then maybe 12:00 house call Pro makes it easier with invoicing scheduling the pricing when booking job is very difficult because your categories are too long so when you look at the price list on your phone for example it's almost impossible to find what you're looking for I really believe this is your number one problem on your house call Pro at if you could fix this as well as the Rolodex problem for example when a customer calls in it shows house call Pro customer but then you look them up on the Rolodex and hit the search hourglass they do not come up so what's the use even having it I have gotten lucky before was able to do it by scrolling down a little bit but it's just doesn't make sense I would spend a little money and get some programmers and fix both of those problems it's very important that you abbreviate carpet is CPT uppercase C or all uppercase and in clean until there's more room to the right of that to put the title of what the item is in the price list I don't mean to jump around a little bit but I just got off work and I'm trying to wind down.

Pros:

Scheduling jobs. But there are several problems with scheduling jobs that I mention later in this review please pay attention it could help your business a great deal I know from experience in the past dealing with other marketing companies such as Angie's List what they have done wrong the information provided here is priceless I have a degree in marketing please listen to what I have to say I think you all have great positive attitude and I really appreciate who you are but I really believe there's some issues that you need to fix at a low cost compared to the amount of money that house call Pro will lose in the future please consider everything in this review that I have to say and I promise you will be number one in this industry because already you show that you care by having the pros the people that really take this seriously go to your company meetings that is very intelligent but please read what I have to say here thank you!

Cons:

I think this app needs some work for example existing customers is almost impossible to locate but you know they're in the Rolodex for one house called does have it right by showing that it's a previous customer but how do you look that person up in the Rolodex it's virtually impossible I get lucky every now and then but I've given up. The other problem is I paid $50 for a credit cards swiping product but it doesn't work and I don't quite get the text messages but if house call Pro had a live person I could figure out a lot more but it doesn't seem to exist I was at one time in contact with an [SENSITIVE CONTENT HIDDEN] and then they drop the ball I have nobody to talk to and another thing is when you do talk to people you should make it to where you are automatically emailed for a customer a representative review so then your representatives do a better job and try their best for example Angie's List represented always had a chip on their shoulders even though they were review company they never reviewed themselves I've watched them go from nine hundred million dollars almost a billion dollars down to five hundred million dollars and sold out with a Icee at 550 million dollars all because nobody would listen to their business partner Scott Watkins. I have a lot of entrepreneurial ideas and place I am soon retiring from carpet cleaning and I will be a multi-millionaire it would be in the best of of interest of house call Pro to listen to my advice I have a degree in marketing.

Great addition to our small business.

Comments: 1. Able to stay more organized.
2. Able to send out estimates faster.
3. Able to locate customers accounts faster.

Pros:

1. Automated text within the app. 2. Start and finish times within the app. 3. Seems like there is always something new to learn and include in to your system. Excited to implement the new apps and features in the future. 4. Responses from the customer service chat are excellent and helpful. 5. Review toggle. 6. Pro Talks and take a lot of time to help make our business successful. 7. I like that every step or change that you make to accounts is documented. 8. The app dashboard snap shot of things happening or that has happened is great.

Cons:

1. The way the notification stays active when a customer sends you a video message. 2. Sometimes the customers address when clicked within the app does not load properly on the maps you have chosen. Seems to work intermittently. 3. When texting a customer using the HCP provided number within the app and you click outside of the message box it does not allow you to come back in and click and move around the message box. Some instances if you wait to long the message disappears. We have gone to texting ourselves and then copying and pasting. 4. It would be helpful to have a reminder on the dashboard to snail mail invoices when a client doesn't have an email. 5. You cannot copy and paste from a text messaging portion within the app. i.e. Follow up to a previous text. 6. In order to search a phone number or customer on the desktop browser, I have to click within the customer tab. Wish there was a search bar within each tab on the dashboard. 7. Wish there was a way to toggle the reviews within the app with administrator access not tech access. Sometimes when turning on and off the reviews on your smart phone it opens the app automatically when safari is clicked unless you delete the cookies. 8. A follow up button with an automated email in a customers account, on the estimate page would be helpful, showing the follow up date and time and maybe does not allow you after so many attempts.

Incompetence is Damaging my Business

Comments: We inherited the use of this software from someone whose business we purchased. It looked promising and we decided to transition, which took MONTHS, and involved multiple issues with importing existing customers, even after several attempts to manually adapt our reports to line up with their templates, ultimately ending with a patchy, subpar work-around. This ended up being the approach repeatedly in the following years. We reluctantly renewed for one more year because of the hassle of yet another transition, and I can certainly say it has proved to be a mistake and regret.

Pros:

When it works, it works well and there are minimal issues. "When it works" is not acceptable.

Cons:

The support team has only ever responded to issues with inconvenient manual work-arounds. Their customer import doesn't work so I have to send the report to an email and they upload it on their end and can't guarantee how long it will take or how my notes and other fields will import. There is no option to add custom fields to jobs or accounts. There have been several bugs and issues that go days unacknowledged and then take days to fix, meanwhile interrupting the flow of my business and causing errors for my customers. The last 2 days there have been 15-30 minute waits just to get a reply to a chat for support.

This software changed my life and kept my relationship together!

Comments: it makes my job way easier AND we were able to have a paperless office.

Pros:

Ok so my partner and I started a new business together and I was using Joist which, for free, is a sweet app but I quickly realized that a serious business needed a serious software to help with logistics. Demo ensued and... Long story short our sales person was really cool and answered all of my difficult questions with ease. And trust me I am an office gorilla. And if you are trying to bamboozle me, well, I have those maternal instincts that can smell bamboozling a mile away. the program was easy to use and easy to learn. It has a real-time app that my tech in the field uses, it is partnered with zillow so the service address shows up with all the juicy details, bed/bathroom, sq ft, price it sold for . my tech uses the map function so he doesn't have to call me for directions. you can search specific date ranges and tag customers with specific tags for ROI data. It keeps a graph display dashboard of all the business vitals. Unlike other programs this one lets you pick the level you want to pay and for more you can get extra services. the lowest level still gives you plenty to run a successful business. I LOVE house call Sparky, the virtual text concierge, that reminds clients when their appointment is, confirms appt, tells them when the tech is en route and when a job is finished. There is a pay online feature, a "bill to separate address" feature, and the customer service is the BEST I've ever dealt with. they even take suggestions.

Cons:

when you use the payment box to run a credit card it pops up in the center of the screen and you cant move it to see what the billing zip is on the screen below it. I don't know if it's me but sometimes it takes a few seconds longer than I like to load between screens. There might be a toggle feature I am missing. I work hard and I expect my technology to do the same. I would like to see a little more flexibility in the price list feature. It should operate faster with the line item selection. If I pick something I know is in our saved price list it takes a minute for it to populate the selection box. When you are inputting the prices of line items by hand the cursor goes to weird places in the price. drives me bonkers

FSM, CRM and Appointment Scheduler - All in one!

Pros:

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!

Cons:

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.)

Incredulous

Comments: 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.

Pros:

good for new company that wants to go paperless.

Cons:

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.