HouseCall Pro ESTIMATES feature is now live!

Create and Send Estimates



In the top right hand corner of the web portal, you’ll now see a “+ estimate” button. From here, you can create an estimate for your customers, just like you would create a job.

You have to choose a customer, as well as an estimate, but you do not have to schedule it to create the estimate. When choosing the job, you can choose from your list of pre-created jobs or you can create a custom estimate.

Once you’ve hit create estimate, you’ll be taken to the estimate page.


You’ll go through the estimate the same way you would a job. If a home visit is required to complete the estimate, you can “start” the estimate, which will notify the customer that you’re on the way.

You can then update the line items to show the price you’ve estimated.

Send your estimate to the customer




Once you’ve completed the estimate, you can send it to the customer for sign off. They’ll receive an email with the estimate, and are given the option to approve or decline the estimate.

Turn an Estimate Into a Job


When the customer approves the estimate, the final step is to turn the estimate into a job. Once you hit “Create Job” from the estimate page, it will automatically convert the estimate into a job. You’ll also be able to see the additional estimate job notes as well as when the estimate was created.

Pending estimates can be seen on the “estimate list” that’s seen under the jobs tab.

>>>Please Note<<<
We’ve been working hard to make sure estimates work for everyone in the web portal. We know that estimates are also necessary on the phone apps, and will be releasing estimates on both apps as soon as possible.

Edit Previous Postcard and Email Campaigns
Last week, we created the ability to send out postcard and email campaigns based on customer tags. This week, we’ve made it possible to go back into your previous campaigns and edit them. When you click on the campaign, it will pop open and you can click on the “Edit” button to make any changes you want to.

Add Tags to Employees
We created the same tagging system for your employees so that you can sort them by tags when looking at your schedule. When adding or editing employees, you can tag them with whatever you would like to use to distinguish them. When looking at your calendar view, you’ll see a button at the top that says “filter” which will allow you to choose which tag you want to see. This will display only the employees with the chosen tag.

Available Tuesday: Send an Email Campaign Before a Job
Set up an ongoing email campaign to be sent before a job is started. This can be used to remind customers of a scheduled job. You can set up these notifications for as far ahead of time as you want: 1 day, 1 week, 1 month- whatever you prefer.
Check out New Features

So when will I be able to do the estimate in app? Sorry I know it’s never enough

Sent from my iPhone using Window Cleaning Resourceyryx

[MENTION=3164]Brian_C[/MENTION]

The mobile side of estimates is the next thing we are building. Should be soon. I will keep everyone updated on progress, but it is definitely the next big mobile feature.

Where is the option to print the estimate?
I mentioned it to Roland in the other thread, but…

  • Why do I need a total when giving options (inside and out vs. outside only)

And could you guys please look into giving me the option to round up (or down?)
One hundred dollars looks like a thousand with those extra zeros.
(yes that may be nit-picky, so I’m flexible on that)

Nice to see the housecall logo front and center on all estimates and invoices.
[/sarcasm]

@JfromtheD
do you use proposal or responsibid?

and where did you get in on this webinar?

I use Responsbid. But that is not the same to me.
The cusomter is choosing /opting to use Responsibid to get a detailed quote… from my site.
I CHOSE to vouch for them on MY site.
It’s the customers choice, and they deserve to know it’s coming from my trusted software supplier, on my Secured site.

I have no problem with the booking end, the payment end, etc…
My bitch is I just want the option to get it off my PRINTED INVOICES.
Nothing more, nothing less.

Tell me that given the choice, you would RATHER have it there, than not.
Printed invoices.

In fact, why are you so eager to vouch for that company that neglects to include you in their ‘prime time’ webinar?
(I’m half teasing on that last part… the link was on WCR last week.)

Here’s my email, see if you can get in from here…
[COLOR=#000000][FONT=Helvetica Neue]Hello J,[/FONT][/COLOR]
[COLOR=#000000][FONT=Helvetica Neue]
[/FONT][/COLOR]
[COLOR=#000000][FONT=Helvetica Neue]You have registered for the HouseCall Pro Live Webinar Tuesday, May 26, 2015 at 5pm PST/8pm EST.[/FONT][/COLOR]
[COLOR=#000000][FONT=Helvetica Neue]
[/FONT][/COLOR]
[COLOR=#000000][FONT=Helvetica Neue]In order to access the webinar, please click the following link: join.me/housecallproapp[/FONT][/COLOR]
[COLOR=#000000][FONT=Helvetica Neue]
[/FONT][/COLOR]
[COLOR=#000000][FONT=Helvetica Neue]You will also have to call in with your phone to receive the audio feed. Please call in at: +1.415.655.0381[/FONT][/COLOR]
[COLOR=#000000][FONT=Helvetica Neue]
[/FONT][/COLOR]
[COLOR=#000000][FONT=Helvetica Neue]Conference ID: 174-548-032[/FONT][/COLOR]
[COLOR=#000000][FONT=Helvetica Neue]
[/FONT][/COLOR]
[COLOR=#000000][FONT=Helvetica Neue]
[/FONT][/COLOR]
[COLOR=#000000][FONT=Helvetica Neue]We look forward to seeing you at the webinar![/FONT][/COLOR]
[COLOR=#000000][FONT=Helvetica Neue]Ruben Mier[COLOR=#999999] Marketing Director[/COLOR]
[COLOR=#999999]ruben@tryhousecall.com |619-913-0173[/COLOR]

[/FONT][/COLOR]

I asked on the housecall chat

Regarding invoice since house call gone paperless
but I do get not wanting it on printed invoice but the other systems “advertise” as well when communicating with clients

You guys should create a “Housecall Q & A” thread.
I don’t want to keep asking on the April Special thread…

Anyway, lets talk about recurring jobs/cust.

If I have bi-weekly (which should be an option in itself) and I end up switching to a third week
-or they ask us to come in on early/different day…

What is the best way to go about making the change?
I started thinking if I “ended” the service and went back again and scheduled a new recurring schedule, it would work.

So I ended the service with the “end after 2 occurrences” but now my job history only shows one service.
And when I decided to go another route and “end on date” I can’t go back before todays date.
(it poured rain today and I wasn’t able to get done in time.)
Meaning, if I wanted to show 2 cleanings this month (May 3 and May 17) I couldn’t do an end date of May 30th because I can’t back date.

On my calendar I can switch dates “from this even on” meaning, not mess up any previous data.
I’d kind of like to be able to do that, if possible.

I found the best way to get answers is on their chat on the web portal

Sent from my iPad using Window Cleaning Resource mobile app

Sound confusing and important at the same time…

They do a fine job. I’m completely satisfied with their efforts.
(on the service side)

But it always seems to come down to the actual technical side of things.

Meaning, they’d love to help but, ‘for right now…’

[MENTION=1736]JfromtheD[/MENTION]

Please direct all customer service questions/issues/concerns on our Home Services Business Software - Housecall Pro website. At the bottom right hand corner of the site, you will see a blue box that enables live chat support. This is the place where you can get all of your questions answered in a timely manner.

Anyone can find edge cases in ANY software, where 99.5% of people don’t go/try to do.

That being said we are building this from the ground up, and the price you are grandfathered in reflects that :smiley:

Thanks for sticking with us as we improve things!

Also, when you’re in the web portal just click the chat bubble in the bottom right and we are happy to help and reply quick!

Just so you all know I didn’t link “software” to customerfactor, that’s [MENTION=1]Chris[/MENTION] 's advertising algorithm that’s bugged up. (and shouldn’t even be in this thread).

Yep - sorry about that will adjust.

[B]I am[/B] sticking with you as you build.
That’s why I am bringing things up, as I experience them.

I gave you my login info, so you can see I’m also slowly working my way up.
Right now I’m barely using you guys, but [B]I am sticking with you[/B] and plan to use you more [B]as you grow[/B].

From what I gather, you’re Reuben, right? Hi Reuben.

I have used your help desk, and they/it/you are great.

But I’ve been posting things here, because sometimes the forum members can come up with a way to get around things.
Maybe not “get around” so much, but to describe what changes they may make, in order to make things work out.

Meaning, maybe YOU guys don’t have to change ANYTHING.
Maybe, there is something that a fellow member does, that I could do… to solve my problem.

There are people here whose advice I taken since 2008.
(whether they knew it or not- I hadn’t joined yet)

And I will continue to take their advice.

Sorry, but that’s just the way things are.

You can learn from our ‘give and take,’ and take advantage of our real world experience/discussion
…or you can simply read my ‘help desk’ transcripts.

[MENTION=1736]JfromtheD[/MENTION]

Gotcha