Reviews serve as proof that other customers appreciate your service. Review request automation is one of the most important parts of managing your business. Nobody does this better than Housecall Pro.

I’m going to explain:

Before I go any further, I need to disclose that I am an affiliate of Housecall Pro and earn a small commission when you click on any links on this page.

What Is HousecallPro?

Housecall Pro is a field service management platform that helps home service businesses manage their workflows from getting leads to completing jobs and requesting reviews. It’s simple to set up and easy to use.

What Does Housecall Pro Do?

Housecall Pro automates running a home service  business and simplifies:

• Getting leads
• Creating estimates
• Managing jobs
• Tracking business
• Getting paid 
• Requesting reviews

Get Leads

Your website, Google profile, and paid ads all feed into one system. Housecall Pro captures contact info and follows up automatically. You stop losing leads because you were busy on a job.

Create Estimates

Build and send professional quotes from your phone. Customers approve them online in seconds. No more paper estimates or chasing down a signature.

Manage Jobs

Dispatch, scheduling, and route optimization live in one dashboard. Your team sees their jobs in real time. You stop fielding calls asking “where do I go next?”

Track Business

Revenue, job completion rates, and technician performance update automatically. You see what’s working without building reports by hand. One dashboard replaces three spreadsheets.

Get Paid

Customers pay online, in the field, or through text-to-pay links. Processing is faster than invoicing by hand. Cash flow improves because you stop waiting on checks.

Request Reviews

Housecall Pro sends review requests right after the job closes. Timing is automatic. You build your Google rating without remembering to ask every single customer.

Who Should Use Housecall Pro?

Any local service business that wants to provide the customer service that today’s customers expect should use Housecall Pro. The home service software is especially good for:

• HVAC companies
• Handymen
• Cleaning businesses
• Landscapers
• Pest control

How To Use Housecall Pro?

To use HouseCall Pro:

1. Sign up for the free trial.
2. Provide your personal and business information.
3. Create account
4. Setup payments 
5. Setup reviews
6. Create estimates
7. Schedule & dispatch jobs
8. Import your data
9. Download the mobile app.
10. Integrate Houscall Pro online booking with your website.

Step 1: Sign Up For The Free Trial

Go to Housecall Pro and click “Start Free Trial.” No credit card required. You get 14 days to test the full platform before paying anything.

Step 2: Provide Your Personal And Business Information

Enter your name, business name, service area, and contact details. This info populates your estimates, invoices, and customer communications. Take two minutes to get it right now.

Step 3: Create Your Account

Set your password and confirm your email. Housecall Pro walks you through a short onboarding checklist. Follow it in order and you will not miss anything.

Step 4: Setup Payments

Connect your bank account through Stripe. Choose whether customers pay online, in the field, or both. I set this up before creating estimates so I can test the full workflow from quote to payment.

Step 5: Setup Reviews

Configure your automated review request timing. Link your Google Business Profile so requests go directly to your listing. Do this early so reviews start flowing as soon as your first real jobs close.

Step 6: Create Estimates

Build your first estimate template using your actual services and pricing. Save line items you use repeatedly. This step goes faster once payments are already connected.

Step 7: Schedule And Dispatch Jobs

Add your first job to the calendar. Assign it to yourself or a technician. Housecall Pro sends automatic appointment reminders to the customer.

Step 8: Import Your Data

Upload your existing customer list using a CSV file. Housecall Pro maps the fields for you. Your history comes with you instead of starting from scratch.

Step 9: Download The Mobile App

Get the iOS or Android app on your phone. Your whole team should download it before their first job. The app is where technicians manage their day in the field.

Step 10: Integrate Online Booking With Your Website

Copy the booking widget code from your Housecall Pro dashboard. Paste it into your website. Customers can book jobs 24/7 without calling you.

How Much Is Housecall Pro Per Month?

Housecall Pro has plans ranging from $79 to $329 monthly, but they offer great deals for the first three months.

For a solopreneur the $79/month Basic plan is enough unless you want Quickbooks integration.

As soon as you hire employees you’ll need the $189/month Essentials plan that ads fixed rate pricing, photo annotations, GPS tracking, checklists, and commissions.

Once you have more than 5 employees, you’ll need to go to the Max plan for $329/monthly for up to 8 users. Additional users are $35/monthly.

How Do I Connect Housecall Pro To Other Apps?

There are three ways to connect Houscall Pro to other apps:

1. Use the app store connection.
2. Use Zapier integration
3. Use the API.

The App Store

The easiest way to connect Housecall Pro to other apps is using companies in the app store including:

• Amazon Alexa
• Beeline Routes
• Bluon
• Company Cam
• Google
• Mail Chimp
• Sherwin Williams
• Quickbooks
• Zapier
• And others

They also have HVAC specific apps for measuring and creating estimates.

Zapier Integration

You can integrate HouscallPro with any of the applications that Zapier integrates with. You’ll need to:

1. Start a free Zapier account.
2. Activate Zapier in Housecall Pro
3. Get the API code from the API app in Housecall Pro.
4. Add the API code into Zapier.
5. Set up the integrations you need.

This requires basic technical knowledge and has costs associated with the other software.

Use The API To Build Your Own Software

With the rise of vibe coding (using AI to write code) it’s easier than ever to create your own custom applications. You can integrate them using the Housecall Pro API.

Try Housecall Pro Today

I hope this page has been helpful for those of you considering Housecall Pro. I think you’ll find it as easy to set up as I do. If you have any questions or need help setting up HousecallPro reach out to me.

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