As we reach the midpoint of the year, we’re excited to reflect on the incredible progress we’ve achieved together. We put our Pros at the center of what we do, just as you put your customers at the center of what you do. Your feedback drives us, and we’re always listening to provide you with everything to run and grow your business—your way.
Join us on July 24 at 11 a.m. PT for a live walkthrough of our latest product releases and updates. Save your seat and register here for the webinar. And in the meantime, explore all of the new features created over the past six months to empower you to take control during your busy season like never before.
Platform Updates Based on Over 2,300 Pro Votes
- Save Time With Job Templates
- No Wifi? No Problem With Offline Viewing
- Estimates on Jobs
- Monitor Truck and Vehicle Assets With Dashcams
- Conquer Business Coaching Workshop
- Optimized Invoices for Effortless Billing
- Sort Bills Faster With Invoices List View
- Centralize Interactions With Notification Center
- Keep Customers Updated With Customizable SMS Job Reminders
- Easily Manage Multi-Day Job Appointments
- Turn Leads Into Repeat Customers with Marketing Campaigns
- Be on the Lookout—More Business Solutions Coming Soon!
New features now available:
Execute Jobs: (Scheduling, Estimates, Dispatching)
- Job templates
- Map view of calendar
- Color-coding calendar by area
- Pricing forms
- Notification Center (coming soon)
- PDF uploads to jobs on mobile
- Favorite and frequently used items on mobile
- Offline Viewing
- Estimates on Jobs (coming soon)
Get Paid: (Invoicing)
- Invoice reminder improvements
- New invoice list view
- E-signatures on estimates and payments (coming soon)
- Progress invoicing (coming soon)
Run Your Business with Confidence:
Additional features and updates released in 2024:
Get Jobs:
Price and Win Jobs:
- Sales Proposal Tool on mobile
- Add photos to line items (Sales Proposal Tool)
- Duplicate a service and material in Price Book
Customer Communication:
Execute Jobs: (Scheduling, Estimates, Dispatching)
- Tasks
- Estimate template updates
- Copy multi-option estimates onto a job
- Additional confirmation screens when approving estimates
- Multi-day job appointments
- Two-factor authentication
Get Paid and Manage Cash:
Manage Your Team:
Pro Tip: Never miss another Housecall Pro feature update. Make sure your mobile app is up-to-date with the latest version.
Powerful New Features to Help You Execute Jobs
We are excited to introduce three new updates designed to enhance your job management experience and improve operational efficiency, ensuring you have all the tools you need to succeed.
Save Time With Job Templates
Our brand-new job templates save time and ensure accuracy by allowing you to create standardized templates you can use over and over for common job details like checklists, line items, job fields, and tags. This streamlines job management and maintains consistency across all projects.
No Wifi? No Problem With Offline Viewing
Poor cell reception while out in the field? You can now view stored job data even in areas with spotty cell coverage with our new Offline Viewing feature. This ensures your team is informed with the right job information, no matter where they are working.
Estimates on Jobs
Secure your spot now for our new Estimates on Jobs feature, which will allow you to smoothly navigate instances where you may want to do a diagnostic before presenting customers with options. You can add estimates directly from the job page. Plus, send estimates straight to customers via email or SMS and copy the approved estimate back to the current job or a new one. Capture and close more jobs more easily and access new reports that track your team’s sales performance.
Run Your Business with Confidence
Empower your operations with innovations designed to give you detailed insights and drive growth.
Monitor Truck and Vehicle Assets With Dashcams
Our new Dashcams make managing your service vehicles easier than ever. Whether you have a single truck or an entire fleet, dashcam video monitoring offers real-time, 24/7 surveillance, so you can monitor, track, and safeguard your vehicles with confidence.
Conquer Business Coaching Workshop
Does your business have an online presence? Struggling to find new customers? In Conquer Coaching’s newest workshop, The Blueprint to Early Success, our certified advisors will cover those questions and provide you with strategies for growing your business. Register here. But hurry—there are only a few spots left for our summer sessions! Bonus: After successfully completing the workshop, you’ll receive a $99 credit toward your Housecall Pro account.
Optimized Invoices for Effortless Billing
Our latest updates to invoices optimize your billing process to ensure you get paid for your hard work. New invoice reminder options allow you to exclude certain customers or customer types from automated reminders for unpaid and open invoices. Additionally, the new invoice list view and reporting features make it easier for you to stay organized and on top of your invoices.
Sort Bills Faster With Invoices List View
With the list view, you can quickly see all your invoices and payments in one place and sort them by status, payment type, and more. The reporting feature breaks down your invoices by date, type, and customer, giving you clear insights into which invoices are paid, which are past due, and detailed customer reports. These tools help you see where your invoices stand, making it simpler to manage your work and get paid on time.
View Important Business Updates—All in One Place
Effective communication is vital for your business, and we understand the challenges of managing important updates scattered across multiple communication channels.
Centralize Interactions With Notification Center
Our new Notification Center centralizes important updates and business-related information in one convenient location, keeping you informed without the hassle of juggling multiple communication platforms.
Maximize Efficiency and Customer Service
Stay ahead of the curve with tools designed to streamline operations and build customer relationships.
Keep Customers Updated With Customizable SMS Job Reminders
Deliver exceptional customer experiences with personalized SMS job reminders. Build trust and loyalty by proactively keeping customers informed about upcoming appointments and job specifics through automated text messages. These reminders not only enhance customer satisfaction but also reinforce your commitment to reliable service.
Easily Manage Multi-Day Job Appointments
Improve your scheduling flexibility by using multi-day job appointments. Create and manage jobs with multiple appointments spanning several days. Streamline coordination across team members to enable smoother project execution and win bigger jobs.
Turn Leads Into Repeat Customers with Marketing Campaigns
Bring in those leads! Win new customers and generate repeat business with marketing Campaigns. Our automated campaign tools, pre-built marketing templates, and online booking integration save you time and make it easy for you to turn emails and text messages into paid jobs.
Be on the Lookout—More Business Solutions Coming Soon!
Even more exciting new product improvements are on the horizon!
Payroll Advanced: Make your payroll process smoother than ever with PTO accruals. Plus, enjoy these additional benefits, like integrated time tracking, next-day pay, and comprehensive HR tools. Enhance your business management solutions with powerful new payroll features today.
AI Team: Hire specialized experts and assemble the support you need to expand your business and ensure your time is spent where it counts. Customize your AI Team to unlock your business potential, whether you need coaches, analysts, marketers, or customer service representatives. Join our beta waitlist here.
Ready to learn more about all these updates? Grab your spot at our special product webinar on July 24, 2024, to see the unveiling of our newest products. Register now!
View our roadmap to see what features we’re building next to support your success. Want to leave us feedback about a product? Click the “Submit idea” button on this page and share your thoughts. Remember, you can also always leave a comment within our Housecall PROs Facebook community too.
*Cashback rewards are deposited as a statement credit in your HCP Money account. Click here for additional information on the rewards terms.
Housecall Pro Expense Card is a Visa Commercial Credit Card issued by Celtic Bank, and subject to approval. Money transmission services provided by Stripe Payments Company with funds held by Evolve Bank & Trust, member FDIC.
