Housecall Pro
Housecall Pro help for owners at every stage
Housecall Pro can schedule the crew, send the estimate, collect the payment and ask for the review. Each of those depends on choices someone has to make inside the account, such as which services customers may book online and when an unanswered quote gets a second message. Home Service Guild makes those choices with the owner and builds them into Housecall Pro. Then we connect the account to the way the company finds work and keeps customers. Training for the office and the field happens online.
These pages are written for owners at four different points. Some are still deciding whether Housecall Pro fits their company. Some signed up recently and have hardly opened the settings. Some are moving over from another program, a set of spreadsheets or paper files. Others have used Housecall Pro for years and suspect it could be doing more. Each page below takes one part of the account and shows what we build there.
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Housecall Pro pages
- Housecall Pro setup and training for your office and crewsHousecall Pro setup and training for your office and techs: live online sessions on your own account, recorded walkthroughs, and every inquiry connected.
- Finish the Housecall Pro setup your company already pays forAlready on Housecall Pro but stuck on the basics? Learn how to use Housecall Pro fully: we finish the setup, connect every inquiry and train your team online.
- Switching to Housecall Pro from another program, spreadsheets or paperMoving to Housecall Pro from another program, spreadsheets or paper? We plan the move of your customers and job history and train your team online.
- Every inquiry in one list connected to Housecall ProHousecall Pro lead capture for calls, web forms, texts and marketplace leads in one list, with each inquiry's source recorded so you see what brings in work.
- A Housecall Pro price book built around the way you quoteA Housecall Pro price book built around the way your company quotes, with flat rate pricing, so the office and every tech price the same work the same way.
- Follow-up on every open estimate in Housecall ProHousecall Pro estimate follow-up, set up so every open quote has a clear owner and a next message on a schedule. See how quiet estimates turn into booked jobs.
- Housecall Pro invoices and payments that bring the money in soonerWe set up Housecall Pro invoicing so invoices go out the day the work is done, past due reminders run on their own and customers can pay the way they like.
- Housecall Pro online booking that matches the real scheduleHousecall Pro online booking set up so customers can book only the services and times your crews can take. See how it fits your schedule and service area.
- Reviews and past customers in Housecall ProHome Service Guild sets up review requests and past customer campaigns in Housecall Pro so happy customers leave reviews and hear from you again.
- Housecall Pro service plans and maintenance agreementsWe set up Housecall Pro service plans and maintenance agreements: plan design, selling at the job, scheduled visits, billing and renewals.
- Getting new hires working in your Housecall Pro accountHousecall Pro employee training by role for new office staff and techs, with recorded walkthroughs of your own account, so the setup holds as people change.
- Housecall Pro lead sources: see which marketing brings in jobsHousecall Pro job tags and lead sources tie each job and its revenue to the ad, listing, page or referral that produced it, so you know where marketing pays.
Starting Housecall Pro? Begin with a free trial
Home Service Guild is a certified Housecall Pro affiliate. If you're not on Housecall Pro yet, you can start a free trial through our link, and we can set it up and train your team from the first day.
If you sign up through this link, Housecall Pro may pay us a fee. It doesn't change your price.
How to choose where to start
Start where work is slipping away today. When calls and web forms land in different places, the inquiry list comes first, because follow-up can only reach the leads the account knows about. When inquiries are under control but estimates go out and nothing comes back, start with follow-up. When the work gets done and the money arrives slowly, start with invoices and payments. An owner whose schedule is full this month but who worries about next year usually starts with past customers.
Some owners cannot tell where the leak is. In that case we open the account with the owner, pick one recent job and trace it from the first call to the final payment. The step where that job stalled is usually the right place to begin.
How these pages fit the four jobs
Home Service Guild organizes a home service company around four jobs. Housecall Pro has a part in each of them, and every page in this section belongs mainly to one.
- Getting Found: online booking and a lead source on every inquiry, so the owner can see which marketing brings in work.
- Reply/Follow Up: the inquiry list and follow-up on open estimates.
- Operations: the price book, scheduling, invoices and payments.
- Word of Mouth: review requests, campaigns to past customers and service plans.
Not sure where to start? See which of the four jobs is costing your business the most work.
About two minutes. You see your score right away.
Questions owners ask
We have not chosen Housecall Pro yet. Are these pages still useful?
Yes. Several pages describe what Housecall Pro does in one part of the business, which can help an owner decide whether it fits. If you choose it, we can build the account from the start, with the inquiry list, follow-up and price book in place before the team goes live. If you are still choosing, our page on how Housecall Pro and Jobber compare sets the two side by side.
Which Housecall Pro plan do we need?
That depends on what you want the account to do. Housecall Pro puts some features on its higher plans. QuickBooks Online sync starts on the Essentials plan. Recurring Service Plans and open API access come with MAX. Each page notes a plan limit where one matters. You choose the plan, and we build within it.
Who do you work for, us or Housecall Pro?
You. Home Service Guild is independent of Housecall Pro. We work for the owner, inside the account the owner pays for.
Do you also set up Jobber?
Yes. If your company runs on Jobber, or Jobber suits it better, our Jobber setup and monthly support page covers that work. The account stays in your name either way.
Send us a message
Tell us a little about your business and what you would like help with, and our team will get back to you.