The First Look At Housecall Pro’s New MAX Plan

The First Look At Housecall Pro’s New MAX Plan

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Posted by Ian H., President

September 17, 2019

The tools you needed when you started are different than the tools you need when you’ve grown. That’s why we’ve introduced the MAX plan

(formerly known as the XL plan)

. You’ve expanded from a couple of trucks to now running a dozen or more trucks out in the field. What’s next?

We’ve found that it comes down to focusing on 3 key questions:

  1. What do I need to do to continue to grow revenue year after year?

  2. How do I give my customers such an exceptional experience that they become raving fans?

  3. How do I leverage reporting and data to focus on what matters most?

Housecall Pro is the easiest tool for home service professionals to streamline and grow their businesses. We’ve now added innovative features that will help you meet – and exceed – your goals.

Introducing the MAX Plan

You asked, and we listened: The Housecall Pro MAX plan is the ultimate service package designed for larger home service businesses with more than 10 employees. The new MAX plan has upgrades that make a huge difference in your bottom line:

  • Strategic Account Manager

  • Sales Proposal Tool

  • Advanced Reporting

  • Expense Management (not MAX exclusive, but included)

  • Consumer Financing (not MAX exclusive, but included)

Here’s a breakdown and comparison of features for each of Housecall Pro’s service plans (+ means additional features on top of default feature, and ✅ means default feature):

Basic (1 User)Essentials (Up to 6 Users)Essentials+ (Up to 10 Users)MAX (11+ Users)
Scheduling+Postcard/Email Marketing+Employee Time Tracking+Strategic Account Manager
Dispatching+Online Booking+Employee GPS Tracking+Sales Proposal Tool
Estimates+QBO Integration+In-app Employee Chat+Advanced Reporting
Invoices+Customizable Text Notifications
Payment Processing+Chat Support
Customer Notifications
Basic Reporting
Pro Community
Mobile App
Company Cards
Consumer Financing
Expense Management

Strategic Account Manager

Your Strategic Account Manager is your single point of contact for all onboarding, training, ongoing support, and expert coaching. You’ll get to know them on a first-name basis. Their sole focus is on understanding your needs and helping you to achieve your business goals.

Housecall Pro has helped thousands of home service businesses over the years and has learned the factors that make companies successful. MAX plan users get regular check-ins, quarterly health checks, and annual business reviews. Being your partner means your goals are our top priority.  

Sales Proposal Tool

xl Sales Proposal Tool

When your customer is comparing estimates for that big investment, you want them to choose you. Provide your techs with the tools they need to sell: the MAX plan’s Sales Proposal Tool gives customers multiple options and includes pictures for each price point. When you leave them with a professional proposal, you’re giving them a great customer experience – and turning them into raving fans.

Our Sales Proposal Tool will equip you to:

  1. Win more jobs 

  2. Win bigger jobs 

  3. Give your customers a great experience

Learn more about Housecall Pro's MAX plan and how it can help you grow an even bigger business.

Advanced Reporting

Advanced Reporting desktop

Most business owners know that they should look at their reports and data, but often find them intimidating or just too confusing. But as Peter Drucker says, “You can’t manage what you can’t measure.” With Advanced Reporting, we’ll get you the data you need, before you ask, in a way that’s easy to understand – so you can zero in on what matters most.

Need something custom-built? As an MAX plan user, you can request customized reports that show exactly what you want. Just ask your Strategic Account Manager and we’ll take care of it.

Expense Management

Managing expenses can be difficult when you’ve got multiple employees. Reimbursements are tough to keep track of and credit cards have high-interest rates. Our Company Cards are prepaid debit cards you can load up, set controls for spending, and give to your employees to use. 

You’ll also be able to see your team’s expenses all in one simple, straightforward report. 

Consumer Financing

Most homeowners aren’t prepared to make a large investment in their home when something breaks down. When you offer finance options, your customers can pay the way they want to, on a schedule that works for them. When they’re able to finance that big upgrade through an easy and transparent process, you get more work and increase trust.

The Housecall Pro Difference

Housecall Pro is the best field service management option for any size company. Here are the three biggest advantages that put us ahead of the competition: 

  1. We’re a lot easier to use. Housecall Pro’s app is simple to use, easy to understand, and elegantly designed. With us, you can start streamlining your business in days, not weeks. 

  2. We have the tools that you need to scale your business and increase revenue. We won’t make you pay for a bunch of extras that you don’t need or won’t use.

  3. Most importantly, we cost less. The savings you get by choosing Housecall Pro are substantial – most home service professionals save thousands of dollars a month by switching.

Schedule a demo today and learn how Housecall Pro’s MAX plan can help your growing business.

Book a demo with Housecall Pro now and get a 14 day free trial!

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