Phone Line
Calls on the job, missed calls texted back
Field Service · Housecall Pro
Housecall Pro Setup for Field Service Businesses
For the shop that lives on dispatch and card payments at the door, with the review request on invoice paid.
At a Glance
- Platform
- Housecall Pro
- Build
- Starter, $3,000
- Built In
- About Four Weeks
- First Engagement
- $7,750
The Stack
What Runs Where
Eight layers, with Housecall Pro holding the record. Everything else is either switched on inside it or connected to it.
Reasoned from the pattern; no field-service engagement has been delivered yet.
System of Record
Housecall Pro
Customers, jobs, dispatch, estimates, invoices and payments.
Intake
Online Booking and Phone Into Housecall Pro
Every call and booking becomes a job with a source.
Dispatch
Housecall Pro Scheduling
Technicians assigned and notified, the customer told who is coming.
Estimates and Invoices
Housecall Pro
Options priced on site, invoiced and paid by card at the door.
Reviews
Housecall Pro Review Requests
Sent when the invoice is paid, routed to one platform.
Phone
OpenPhone
One number for the office and the trucks, with missed-call text-back.
Visibility
Google Business Profile
Service areas and hours kept right; reviews answered from the record.
Accounting
QuickBooks
Invoices and payments posted once.
What We Switch On
Inside Housecall Pro
- Price book with the services and options the crew sells
- Online booking for the work that can be booked without a visit
- Dispatch and on-my-way texts
- Estimate follow-up for options left open
- The review request on invoice paid
- QuickBooks connected
What it does not do. Housecall Pro follows up on estimates lightly and does not track service agreements in depth; both can be added alongside.
The Path
One Job, Start to Finish
The Call
A call becomes a job with a source and a technician.
The Visit
Dispatched by skill and drive time; the customer told who is coming.
The Estimate
Options priced on site, signed on the phone, followed up if left open.
The Invoice
Paid at the door or online, posted to accounting once.
The Agreement
Recurring work tracked with a renewal date, so it is renewed rather than forgotten.
Connections
What We Wire In
QuickBooks
Invoices posted once
Google Business Profile
Reviews answered from the record
What It Costs
The Starter Build
Your platform holds the customer and just needs configuring properly, so this is the Starter Build.
Every line is priced on its own: the website, the CRM Build and each connection.
The CRM Build, Starter$3,000
About four weeks. CRM only, never discounted.
The Website$2,500
$1,500 with Growth and up. Designed for your trade, live in about two weeks.
Typical first engagement$7,750
$6,750 with Growth and up. The website, this Build and the connections above.
Platform licenses are billed by the vendor. We hold no partnership or reseller relationship with Housecall Pro or any platform named here.
Free Company Audit
Find Out Where You Stand
- 01Fill In the FormTwo minutes. No login, nothing installed.
- 02We Score Eight ThingsWhat customers can see, against the top three nearby on Google Maps.
- 03You Get Your Score CardAnd what to fix first. Free, in two to three business days.