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Housecall Pro blog

Everything you need to succeed as a Home Services company in a digital world.

INDUSTRY: Small business

New Logo and Icon, Same Commitment

June 4, 2017 • At Housecall Pro, our brand promise has always been to provide an open door, both literally and figuratively. We work to create features for our customers that open new doors of opportunity. And, likewise, our door is always open to hear how we can improve. This philosophy is behind our single goal: providing you with the best platform to run and grow your business.  Many companies have told us that the simple 'On my way!' text helps ensure a warm reception and an open door when they arrive on the job. The power of this simple gesture can transform an anxious in-home appearance into a friendly interaction that keeps a delighted customer re-booking year after year. Combined with automated notifications during the job process, booking through Yelp, Facebook, your website, and the Housecall consumer app... we will continue to look for more ways to open new doors of opportunity for your business. Many companies have also told us how happy they are to have found a software partner that is willing to accept criticism and improve. And although we won't always be able to make changes at lightspeed, we promise to never stop trying. With this mission in mind, we have updated our logo to both tell our story and permanently ingrain our commitment to your success. Our new logo replaces the truck guy with an open door. On Monday night, we will update our app and the icon will change on your phone: There is now a centralized location to see activity on all of your jobs. The activity feed can be accessed from any screen by clicking on the heartbeat icon next to the settings icon at the top right-hand corner of the web portal. You can scroll through the feed, expand and collapse items for additional details, and click into detail pages directly from the tab.  We will continue working to earn your business each and every day. As always, we welcome your valuable feedback. 

Kindra K., Marketing Coordinator

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Job Tagging, Managing and Reporting

April 2, 2017 • Job tagging has arrived! You can now enter tags for a job directly from the job details page or from the 'tags' section. Any new tag you enter in the box will be added to your master tag list in your settings menu. With this feature, you will now have the ability to add tags to your jobs AND/OR to your customers based on your business needs.  Tag Manager You can easily access the 'Tags' section from your main settings ribbon. In this section, you add, remove, rename, and merge any tags. To add a tag from this screen, click 'Add Tag' and simply enter the new tag name. To merge tags, first select all associated tags, then click on the 'Merge tags' button. From there, you will be able to apply a new name to all selected tags.  To rename an existing tag, click the 'Edit' button to the right of the tag and enter in the new tag name. Job Tag Reporting Job tags will make it easier than ever to create custom reports on your dashboard. The 'Job tags' option is now available inside the 'Table columns' drop down, and will allow you to filter jobs based on whatever tag you choose. Once you select which job tags you want to filter, simply name the report and click 'Save.' That custom report will show up on your dashboard. Please note that custom reporting is only available on the Manage Plan. If you would like to enjoy this feature, please let us know so we can upgrade your account.

Kindra K., Marketing Coordinator

Job tagging example screenshot

Job Time Tracking, Zillow & Contacts

March 19, 2017 • Job Time Tracking is a feature that keeps track of travel time, on job duration, and total time duration of any given job. The time duration will show up in the left-side job process panel (shown above) and will also be accessible through the reporting table columns so you can isolate durations for custom dashboard reports. Custom dashboard is only available on the 'Manage' plan.  Zillow Zestimates The new Zestimate feature will allow you to see customer home estimated price, bedroom and bathroom count, and square footage. You will also be able to see when the house was built for industry context. The Zestimate feature automatically displays on the customer screen, job/estimate screen, and Google Street View. This feature is available on both iPhone and Android devices.  Company Point of Contact You can now designate a company point of contact for your business. The point of contact switch will route all incoming customer text messages to that staff member. This makes it so you can have a designated responding party for any customer messages. The switch can be found in the employee profile screen under the 'Permissions' section. You can only have one point of contact per company and the feature is only available if you have activated the 'Custom SMS Number' feature and have a phone number selected. The 'Custom SMS Number' feature is only available for 'Grow' and 'Manage' plans.

Kindra K., Marketing Coordinator

Zillow Zestimate scnreeshot