Housecall Pro Features

Uses the calendar tool to determine field workers who are free for the job.

Notifies field service workers of their upcoming assignments.

Allows users to see tasks according to permissions and roles.

Allows clients to book jobs through the desktop page or within the app.

Tracks employee location to ensure timeliness.

Enables communication within the app from manager to field service employee.

Monitors behavior in the field.

Notifies clients, should any delays or mishaps occur.

Includes some ability to serve as a sales and ordering application.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Notifications that are delivered to users as soon as an event occurs

Customize data fields to support various needs and use cases

Manage and support multiple locations

Swipe a credit card or manually process payments while with the customer in the field

Creates reports that reflect field performance either as a team or individually, to review productivity.

Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.

Create, manage, and send invoices or bills to customers

Integrates with CRM software to monitor all aspects of the customer relationship.

Integrate with a third-party accounting system

Integrates with QuickBooks

Set up connections to third-party platforms to improve business processes

Alter the layout and content of reports

Provide multiple methods of user authentication such as social media accounts.

Generate review forms and questionnaires to gather feedback from users.

Ability to personalize review forms and questionnaires based on user type.

Allow users to share, like/dislike, and comment on reviews.

Consumers can ask questions about products and request feedback from peers.

Checks to ensure the reviewers are real people who used the products.

Evaluate consumer feedback to ensure that it's authentic and relevant.

Define and implement terms and conditions for privacy, copyright, or intellectual property.

Analyze data points such as page views, average rating, or consumer sentiment.

Support multiple types of user generated content such as text, video, or photos.

Create reviews widgets that can be embedded on websites and online stores.

Set up connections to third-party platforms to improve business processes

Manage marketing campaigns, as well as SEO, SERP, and A/B testing.

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Seamlessly integrates with 3rd party websites

Facilitates the efficient and centralized management of roofingbusiness operations.

Enables the dispatching and coordination of roofingtechnicians and field forces.

Simplifies the prequalification, hiring, and management of general and subcontracors for roofing projects.

Track, store, and access client contracts or licenses

Track and manage schedules and meetings via an integrated calendar

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage and track all job information and associated tasks

Organizing a group of people to accomplish a task

Customize data fields to support various needs and use cases

Create, send, and track purchase orders and their statuses

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Manage sending personnel and resources to a site as needed

Creating, assign, and track jobs and/or tasks for work orders

Create, design and manage workflows for repetitive tasks

Ability to send confirmation and reminder emails & texts

Ability to send automated follow-up emails/texts upon conclusion of appointment

Receive a notification whenever a customer schedules an appointment

Schedule repeating appointments based on a duration of time

Automatically create schedules based on business needs or employee availability and qualifications

Automatically find mutually available meeting time slots across multiple calendars

Automatically detects the time zone of both parties to avoid booking mistakes

Ability to set preferred availability to ensure appointments are only booked during approved times

Ability to block off additional time between appointments for travel or preparation

Personalize booking page with custom logos and colors to match branding

Personalize a booking link to share with customers

Provides the ability to be embedded into websites

Integrates with payment processing software to accept payment from customers

Integrates with SMS providers or instant messaging platforms to communicate directly with customers

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation

Creating, assign, and track jobs and/or tasks for work orders

An itemized to do list that can be edited as tasks are completed

Schedule predetermined or ad hoc maintenance services and labor requests

Track parts inventory levels and manage re-stocking

Track work performed and resources used for past customers, sites, or assets

For residential properties

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Customize contracts and forms to collect specific information

Create, send, and track purchase orders and their statuses

Access software remotely via mobile devices

Manage sending personnel and resources to a site as needed

Track and manage the scheduling of tasks

Track and manage schedules and meetings via an integrated calendar

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Oversee technicians and track their assigned work orders

Track the status over time for a request, process, asset, or transaction

Application programming interface that allows for integration with other systems/databases

Store, manage, and track all electronic documents in a centralized location

Manage and track all job information and associated tasks

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Active reporting of data and metrics

Designed to serve commercial properties

Receive data and information in real time

Information, data and reports that are being tracked over time

Track, store, and access client contracts or licenses

A collection of customer information such as contact details, demographics, previous interactions, etc.

Scan barcodes to ensure accurate pricing and label tracking

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Create, design and manage workflows for repetitive tasks

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Track and manage inventory levels to maintain proper supply

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Plan daily routes to optimize employee scheduling and provide directions

Store, manage and track all forms in a centralized location

AI-based platform which conducts a conversation via auditory or textual methods

Manage product specific documents in a categorized order

Store and access documents, forms, and photos in one centralized place

Digitally sign online documents

Online portal through which end users can access the system, manage tasks, or obtain information

Set and monitor service level agreements to ensure timely response and resolution

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Assign available resources to various projects and tasks

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Assemble applications and processes by dragging over and arranging pre-built components

Generate quotes or estimates for customers

Plan availability and assign specific time slots for tasks and resources

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Track/log the amount of time employees worked per job using a timer

A set of processes to optimize the productivity of its employees

Track and document all activities across devices, networks, and other systems

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Arrange tasks based on the level of priority or urgency

Add customized logos and colors to align with company branding

Calculate rule-based prices for a product/service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track the location of specific equipment at all times

Import, collect, and capture data from multiple sources

Measure and track time including hours worked and paid time off (PTO)

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Securely stores data to prevent data loss or breaches

Identify the physical location of an individual, asset, device, etc.

Finding the most optimal routes for drivers based on various factors and constraints

Ability of websites, web applications, or mobile applications to function without an active internet connection

Receive system updates as soon as any changes are made

Provides a channel for team members to share media files, communicate, and work together

Communicate using direct chat or messages within the system

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Electronically collect payments for goods or services

Access previous interactions or concerns to maintain customer relationships

Monitor product stock levels

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Plan and coordinate all the resources, costs and time needed to execute assignments

Private online space that lets businesses securely share documents and provide information access to clients

Generate estimated arrival times for drivers to keep back office or customers informed

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Automatically create schedules based on business needs or employee availability and qualifications

Store and organize information about customers and previous interactions

Timed notification for any upcoming task, deadline, appointment, or activity

Create a new work order

Manage procedures that ensure organizational equipment remains in working condition

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Schedule repeating appointments based on a duration of time

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Define levels of authorization for access to specific files or systems

Streamlining repetitive tasks and activities through automated and predefined workflows

Timed notification for any upcoming task, deadline, appointment, or activity

Automatically monitor and receive alerts for any new online reviews

Reminders sent via email

Observe and track the demand, usage, progress or quality of a system, product, or user

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Gauge satisfaction and receive information for improvement and success

Track and document all activities across devices, networks, and other systems

Import and export data to and from software applications

Notifies a business when a review is left

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Analyze and gain insights into data in real-time

Create and administer polls and surveys

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Send messages via SMS

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Interact with data visualization elements, such as charts and graphs, to drill down into data

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Notifications that are delivered to users as soon as an event occurs

Alter the layout and content of reports

Planning and managing of resources and procedures to mitigate the impact of events and incidents

Add customized logos and colors to align with company branding

Optimize and manage the search engine optimization efforts for a website or digital content

Tracks metrics that provide insight into how a user interacts with any interface or product

Allows businesses to manage badges from review websites.

Identify, track, and respond to negative feedback

Allows businesses to share their videos on social media.

Receive data and information in real time

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Manage and track all internal and external communication conducted via calls, email, text, or chat

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-designed layouts that can be customized to match preferences and requirements

Leave comments and notes on documents for others to view

Create, save, and re-purpose templates for emails, forms, etc.

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Market event via social media tools

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage, store and organize emails within the system or via third-party apps

Allows businesses to request reviews from their customers

Manage and support multiple locations

Allows for businesses to run a variety of different campaigns across different channels

Communicate using direct chat or messages within the system

Define levels of authorization for access to specific files or systems

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Record, update and manage waiting lists

Access software remotely via mobile devices

Private online space that lets businesses securely share documents and provide information access to clients

Import and export data to and from software applications

Manage various aspects of appointments including booking, rescheduling, canceling

Create and send email blasts/campaigns

Manage contact details and communication with clients

Track employee schedules, availability, and performance across projects and tasks

Electronic storage of stakeholder contact information

Book meetings and appointments through a website or digital platform

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Send messages via SMS

Accept and process credit card transactions

Application programming interface that allows for integration with other systems/databases

Manage and support multiple locations

Manage, store and organize emails within the system or via third-party apps

Access previous interactions or concerns to maintain customer relationships

Track and manage schedules and meetings via an integrated calendar

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Electronically collect payments for goods or services

Generate and send material orders from estimates directly to suppliers

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Active reporting of data and metrics

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Track and manage the scheduling of tasks

Integrates with QuickBooks

Plan availability and assign specific time slots for tasks and resources

Alter the layout and content of reports

Store and organize documents in a centralized system

Access the system via a mobile application

Pre-designed layouts that can be customized to match preferences and requirements

A collection of customer information such as contact details, demographics, previous interactions, etc.

A website or login for customers to access information

Integrate with a third-party accounting system

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Take aerial view measurements of properties and create estimates using tools like Google Maps, etc.

Digitally sign online documents

Overseeing and coordinating instructors or educators within an educational institution, training program, or online learning platform

Pre-made examples and templates for emails

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Access software remotely via mobile devices

Capture photos for any type of use case

Track interaction history by documenting conversations for contacts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Log and record hours worked and costs spent to assist in billing and invoicing

Calculate total itemized costs, including initial costs and any changes

Generate quotes or estimates for customers

Receive system updates as soon as any changes are made

Create, manage, and send invoices or bills to customers

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Specialized for organizations who focus on commercial projects and processes

Track the location of specific equipment at all times

Use AI to generate content in the form of text, images, videos, etc.

Track and document all activities across devices, networks, and other systems

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Monitor the progress of projects from start to finish

Track all company interactions with current clients

Track and manage schedules and meetings via an integrated calendar

Generate quotes or estimates for customers

Notifications/alerts for upcoming events or tasks

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Plan and coordinate all the resources, costs and time needed to execute assignments

Track and manage inventory levels to maintain proper supply

Create and send email blasts/campaigns

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides a channel for team members to share media files, communicate, and work together

Manage and track all internal and external communication conducted via calls, email, text, or chat

Pre-designed layouts that can be customized to match preferences and requirements

Application programming interface that allows for integration with other systems/databases

Track all information required to develop and sell lots in housing projects

Store, manage, and track all electronic documents in a centralized location

Create, design and manage workflows for repetitive tasks

Measure time to completion or hours worked for projects

View and track pertinent metrics to find patterns and gain insights from data

Track, store, and access client contracts or licenses

Import and export data to and from software applications

Track the duration and expiration of warranty as well as any obligations under that warranty

Estimate expected cost based on various factors before a project begins

Customize data fields to support various needs and use cases

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Form predictions based on past and present data/trends

Ensure that quotes/invoices are correct before sending to customers

Track information, qualifications, and contact details of subcontractors

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Plan availability and assign specific time slots for tasks and resources

Primarily serving architecture, engineering, and construction industry professionals

Organize and manage all processes/procedures involved in purchasing goods and/or services

Calculate total itemized costs, including initial costs and any changes

Pipeline view and tracking lead status

Use AI to generate content in the form of text, images, videos, etc.

Manage, organize, and store contact information

Log and record hours worked and costs spent to assist in billing and invoicing

Oversee technicians and track their assigned work orders

Create, manage, and send invoices or bills to customers

Set up connections to third-party platforms to improve business processes

Plan availability and assign specific time slots for tasks and resources

Generate quotes or estimates for customers

Calculate total itemized costs, including initial costs and any changes

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Create, design and manage workflows for repetitive tasks

Track the amount of time spent on a job or task

Store and organize documents in a centralized system

Use AI to generate content in the form of text, images, videos, etc.

Identify the physical location of an individual, asset, device, etc.

Manage and track all internal and external communication conducted via calls, email, text, or chat

Creating, assign, and track jobs and/or tasks for work orders

Track work performed and resources used for past customers, sites, or assets

Track and manage schedules and meetings via an integrated calendar

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Organize, monitor, and remotely manage IoT devices

A website or login for customers to access information

Access software remotely via mobile devices

Digitally sign online documents

Notifications that are delivered to users as soon as an event occurs

Plan daily routes to optimize employee scheduling and provide directions

Track the location of specific equipment at all times

Electronically collect payments for goods or services

Predict future data based on historical data sets

Manage sending personnel and resources to a site as needed

Schedule predetermined or ad hoc maintenance services and labor requests

Import and export data to and from software applications

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Timed notification for any upcoming task, deadline, appointment, or activity

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customize contracts and forms to collect specific information

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and manage inventory levels to maintain proper supply

Integrate with a third-party accounting system

Collection of data related to the costs associated with various items, products, services, or activities

For commercial and industrial purposes

Manage and track all job information and associated tasks

Add customized logos and colors to align with company branding

Track, manage, and standardize customer rates for services performed by technicians

Receive data and information in real time

Computer aided design to create precision drawings or technical illustrations

View and track pertinent metrics to find patterns and gain insights from data

Pre-designed layouts that can be customized to match preferences and requirements

Search and filter data across systems to locate required information by entering keywords or certain criteria

Displays a graphical view of a build assembly to visualize which portion of the project you're estimating

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Measure digital plans to calculate labor and materials needed

Alter the layout and content of reports

Forecast the cost and resources required to complete a project

Software designed specifically for HVAC companies

Provides a channel for team members to share media files, communicate, and work together

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges