Average Ratings 52 Ratings

Total
ease
features
design
support

Average Ratings 22 Ratings

Total
ease
features
design
support

Description

The CRM Firmao software will allow you to create a customer database which will allow you to reduce the time it takes to acquire customers, increase conversions at all stages of the sales process, and efficiently and comprehensively service your existing customers. Firmao is a tool that helps to manage the sales department's work, including the sales funnel. It also acts as a contact centre for customers who are regular customers of the company. Simple management of your customer base Multiple Opportunities - - Automating the sales process - Increasing sales volume - Effective contact with customers - Comprehensive customer service - Execution orders for customers It is used in companies that require regular contact with leads and contractors. Firmao's CRM software can be used to plan dynamic development. Firmao's CRM software is simple and fast to implement. It takes approximately 1-2 weeks.

Description

Housecall Pro supports professionals with all aspects of their daily workflow, including: job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. It is also fully integrated with access to the Housecall consumer booking app. Housecall Pro is a full-service tool that enables service professionals to run their entire business on their smartphone and complimentary web portal. The app is offered at a competitive low cost and supports service professionals with all aspects of their workflow, including: QuickBooks Desktop & Online integration, job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. It is also fully integrated with access to the Housecall consumer booking app.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Zapier Yes 
ElectroNeek No 
Enzy No 
Google Ads Yes 
Google Analytics Yes 
HomeBinder No 
IdoSell Yes 
Integrately Yes 
LiveAgent Yes 
Nexa No 
One Step GPS No 
OutreachGenius No 
PrestaShop Yes 
RealPhoneValidation Yes 
Schedule Engine No 
ShareDocView No 
Stackreaction No 
SurgePoint No 
Woodpecker Yes 

Integrations

Google Calendar Yes 
Zapier Yes 
ElectroNeek Yes 
Enzy Yes 
Google Ads No 
Google Analytics No 
HomeBinder Yes 
IdoSell No 
Integrately No 
LiveAgent No 
Nexa Yes 
One Step GPS Yes 
OutreachGenius Yes 
PrestaShop No 
RealPhoneValidation No 
Schedule Engine Yes 
ShareDocView Yes 
Stackreaction Yes 
SurgePoint Yes 
Woodpecker No 

Pricing Details

$19 per user per month
CRM - Customer Relationship Management
E-mail integration
VAT invoices, bills and receipts
Timesheeting, calendar and projects
Reports, charts and data analysis
Offers and orders
Cloud storage - 2GB per licence
Android and iOS mobile apps
Deadline reminders
Free Trial Yes 
Free Version No 

Pricing Details

$59.00/month
Basic: $59/mo
Essentials: $149/mo
MAX Contact for price
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Firmao

Founded

2010

Country

Poland

Website

firmao.net

Vendor Details

Company Name

Housecall Pro

Founded

2013

Country

United States

Website

www.housecallpro.com

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Live Chat

Canned Responses Yes 
Customizable Branding Yes 
Geo Targeting Yes 
Offline Form Yes 
Proactive Chat Yes 
Screen Sharing Yes 
Third Party Integration Yes 
Transfers / Routing Yes 
Website Visitor Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling Yes 
Mobile Access Yes 
Multi-Location No 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency No 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management No 
Inventory Management No 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) Yes 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management No 

Cleaning Services

Billing & Invoicing Yes 
Client Management Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Payroll Management No 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Work Order Management Yes 

Construction Accounting

Accounts Payable No 
Accounts Receivable No 
Billing & Invoicing No 
Budgeting & Forecasting No 
Cash Management No 
Construction Breakdowns No 
General Ledger No 
Job Costing No 
Overrun Projections No 
Payroll Management No 
Purchase Order Management No 
Quotes / Estimates No 

Electrical Contractor

Billing & Invoicing No 
Commercial / Industrial No 
Contract Management No 
Customer Database No 
Electronic Signature No 
Mobile Access No 
Quotes / Estimates No 
Scheduling No 
Time Tracking No 
Work Order Management No 

Electrical Estimating

Billing & Invoicing No 
Change Orders No 
Cost Database No 
Project Management No 
Quotes / Proposals No 
Takeoff No 

Employee Scheduling

Appointment Management Yes 
Automated Scheduling Yes 
Calendar Management Yes 
Employee Database Yes 
Group Scheduling Yes 
Messaging Yes 
Mobile Access Yes 
Payroll Management Yes 
Reporting/Analytics Yes 
Resource Management Yes 
Schedule Distribution Yes 
Scheduling Yes 
Shift Scheduling Yes 
Shift Swapping Yes 
Time Clock Yes 
Time Tracking Yes 
Vacation / Leave Tracking Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Landscape Management

Billing & Invoicing Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Groundskeeping Yes 
Inventory Control No 
Irrigation Tracking No 
Job Management Yes 
Landscape Design Yes 
Mobile Access Yes 
Payroll Management No 
Plant Database No 
Quotes / Estimates Yes 
Routing Yes 
Scheduling & Appointments Yes 
Work Order Management Yes 

Pest Control

Billing & Invoicing Yes 
Customer Service History Yes 
Dispatch Management Yes 
Fleet Management Yes 
Inventory Control No 
Mobile Access Yes 
Pest Activity Tracking No 
Pesticide Usage Tracking No 
Property Layouts No 
Quotes / Estimates Yes 
Scheduling Yes 

Plumbing

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator No 
Proposal Management Yes 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling Yes 
Automated Scheduling Yes 
Calendar Management Yes 
Class Scheduling No 
Employee Scheduling Yes 
Facility Scheduling No 
Group Scheduling Yes 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location No 
Online Scheduling Yes 
Payment Processing Yes 
Real-time Scheduling Yes 
Reservations No 
Resource Scheduling No 
Room Booking Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management No 
Contract Management Yes 
Customer Database Yes 
Inventory Control No 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing No 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
For Builders Yes 
For Electricians Yes 
For Field Service Businesses Yes 
For HVAC Yes 
For Plumbers Yes 
For Roofers Yes 
Invoicing Yes 
Job Tracking Yes 
Payments Yes 
Quoting Yes 
Reporting Yes 
Scheduling Yes 
Time Tracking Yes 

Work Order

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Preventive Maintenance Yes 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Task Management Yes 

Workforce Management

Budgeting & Forecasting Yes 
Contractor Management No 
Employee Lifecycle Management No 
Labor Projection No 
Performance Appraisal No 
Recruiting Management No 
Scheduling Yes 
Skills Tracking No 
Time & Attendance Yes 
Variable Workforce Yes 

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