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Housecall Pro

Housecall Pro is a cloud-based field service management platform built for residential home service contractors. Founded in 2013 and headquartered in San Diego, CA, it serves 45,000+ businesses across HVAC, plumbing, electrical, cleaning, roofing, painting, landscaping, and 50+ other trades. The platform covers the full job lifecycle — scheduling, dispatching, estimating, invoicing, payments, GPS fleet tracking, CRM, online booking, and marketing automation — delivered via web and native iOS/Android apps. Operated by parent company Codefied Inc., it also runs subsidiaries BuildBook and Trade Academy.

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Use Cases

  • Scheduling and dispatching field technicians with drag-and-drop calendar
  • Sending custom estimates that convert to invoices in one click
  • Collecting payments in the field via card reader or digital invoice
  • Automating post-job review requests and email/SMS follow-up campaigns
  • GPS fleet tracking and route optimization for multi-tech operations
  • Managing recurring service agreements and maintenance plans
  • 24/7 AI-powered customer call answering and job booking

Capability Matrix

FeatureStatusDepth
CRM / Customer ManagementYesStandard
Proposals & QuotesYesAdvanced
E-SignatureYesStandard
Financing OptionsYesStandard
DispatchYesAdvanced
SchedulingYesAdvanced
Route OptimizationYesStandard
Inventory ManagementPartialBasic
Asset ManagementPartialBasic
EstimatingYesAdvanced
InvoicingYesAdvanced
Payment ProcessingYesAdvanced
Job CostingYesStandard
PayrollPartialBasic
QuickBooks SyncYesAdvanced
PricebookYesAdvanced
Flat Rate PricingYesAdvanced
Customer PortalYesStandard
Online BookingYesAdvanced
Marketing AutomationYesStandard

Alternatives to Consider