Average Ratings 22 Ratings

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Average Ratings 0 Ratings

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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.

Description

ServMax is a software application focused on service management, distinguishing itself from traditional accounting software. This distinction implies that ServMax views clients as individuals rather than mere accounts receivable and categorizes services distinctly from invoices; this approach aligns more closely with typical business practices. Initially created with the input of a pest control business owner, the software was designed to mirror the operational needs of his company. A key feature was the ability to display all relevant customer information on a single screen, which was essential to prevent any service from being overlooked, unlike the previous software he used. Managing multiple services for clients with varying schedules posed significant challenges in reconciling accounts, highlighting the need for a streamlined solution. The system automates both invoicing and scheduling to reduce the possibility of human error, ensuring efficiency. Ultimately, the goal is to provide a user-friendly experience that is intuitive and aligns with the way businesses operate. This thoughtful design makes ServMax an ideal choice for service-oriented industries.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AccessOwl Yes 
Agave Yes 
AnswerForce Yes 
Broadly Yes 
Enzy Yes 
Facebook Yes 
Goodcall Yes 
HomeBinder Yes 
Levitate Yes 
Mixpanel Yes 
Nexa Yes 
Ply Yes 
ReferPro Yes 
ShareDocView Yes 
Stackreaction Yes 
TrueReview Yes 
Zapier Yes 
dolfyn Yes 
magicplan Yes 
pulseM Yes 

Integrations

AccessOwl No 
Agave No 
AnswerForce No 
Broadly No 
Enzy No 
Facebook No 
Goodcall No 
HomeBinder No 
Levitate No 
Mixpanel No 
Nexa No 
Ply No 
ReferPro No 
ShareDocView No 
Stackreaction No 
TrueReview No 
Zapier No 
dolfyn No 
magicplan No 
pulseM No 

Pricing Details

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

Pricing Details

$525 one-time payment
Free Trial No 
Free Version No 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Housecall Pro

Founded

2013

Country

United States

Website

www.housecallpro.com

Vendor Details

Company Name

IRIS Systems

Website

www.irissystems.biz

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 

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing Yes 
Scheduling Yes 
Service History Tracking No 
Time Clock Yes 
Work Order Management No 

Landscape Management

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

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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