Product updates March 15, 2023 - Housecall Pro
Release Notes

Product updates March 15, 2023

new newsletter preview image illustration

We’re so excited about the latest product updates coming your way. From improved photo uploads on the job to exclusive access to our new coaching experience, there’s something for everyone.

Coming soon: Better photo uploads

Get ready to improve the efficiency of photo uploads while out on the job. This update allows photos to upload in the background while you navigate other screens on the app, saving valuable time and preventing interruptions to other important tasks. On top of that, you can retry failed uploads when the connection improves, eliminating the need to search for the photos again.

This update will increase productivity and reduce frustration for you and your employees. Lookout for this update releasing in waves throughout March and April.

Make sure you (and each of your employees) are always on the latest app version. You can update your mobile app from the app store

a screen shot of the line item inventory fields in the product

Unlock NEW features with easier line item navigation

The week of March 20th, you’ll see a green banner on any job page to test drive the line item update. Opt in to the update to unlock access to NEW Material Inventory Detail Tracking.

With customizable fields for material source, purchase status, and vendor, you can stay on top of where material is coming from, what material is being purchased by field employees, and what material needs to be replaced. It’s time to optimize inventory levels, increase efficiency, and reduce costs!

 The line item update will automatically occur on May 31st, 2023. Test it early to prepare for workflow changes and let us know what you think. We value your feedback.

line art of calendar with cash icon

Selling service plans just got better

Good news! Opt in to the new line item update, and you’ll unlock another update—making selling and managing plans even better. Adding service plans as a line item allows you to easily see the savings and price, automatically apply discounts, and connect an agreement back to the job and invoice for better documentation all around.

Coming in April: Plans will be added to the job before a visit and will appear front-and-center on mobile to drive a stronger customer loyalty and sales experience.

screenshot of reporting dashboard with new feature items marked

New Reporting Dashboards available

We’re adding three fully-configured dashboards to every Pro’s reporting page. Each dashboard will have several default reports that can be changed or removed at any time.

In addition to this, check out all the new dashboard templates available when creating a reporting dashboard. Start exploring these updates today.

There are countless ways to explore your data. Check out our report customization help article if you want to start diving into your reporting.

animated view of using CONQUER in Housecall Pro

New business coaching right inside Housecall Pro

We’re testing a new coaching product inside of Housecall Pro, and would love your help! Our new in-product CONQUER coaching experience is designed to help you get the most out of Housecall Pro. You’ll also learn about key levers to help you grow your business, starting with increasing ticket size through vital sales strategies.

If you’d like to get first access to the new in-product CONQUER coaching, fill out the form down below. 

new customer intake process

If you use Voice or Pipeline, we’d love your feedback

Our customer intake team is hard at work making improvements to this feature which is included in all Voice and Pipeline packages.

Take our short survey to help us make it even easier for you to seamlessly intake your customers, no matter who answers the phone!

Enjoy fully customizable templates for customer intake with Voice and Pipeline. We’ll get you set up with a strong baseline for your scripting, but you can make it completely your own!

Housecall Pro image over bill pay feature screenshot

A message from Will K. on Bill Pay

Hey there, I’m Will—the Product Manager for Bill Pay. We’re hard at work creating a Bill Pay solution but need some input from our Pros—after all, you know your bills best! We’d love to get your insights in our upcoming Alpha launch or in 20-30 minute interviews.

If you are interested, sign up for the waitlist or check out our Product board card for more info on Bill Pay.

illustration of whiteboard wednesday hosts alexa roland and lillie

Let’s talk how we can make Housecall Pro mobile-friendly

Our White Board Wednesday Facebook Live event topic this week is: Consumer Financing 101. Join us at 11am ET/2pm ET in our Housecall PROS Facebook Group

Check out our product roadmap filled with new tools created to best support your success. Click here to start exploring!

author avatar
Kat Gonzales Earhart
With over a decade of product and product marketing experience, Kat is passionate about taking to market features and products that make a real impact on people's lives.

Kat Gonzales Earhart

With over a decade of product and product marketing experience, Kat is passionate about taking to market features and products that make a real impact on people's lives.