Housecall Pro setup and consulting services

A Housecall Pro consultant sets up Housecall Pro around how a home service business wins and keeps customers: customer records, online booking, scheduling and dispatch, the price book and estimates, estimate follow-up, payments, service plans, reviews and campaigns. Sage Kite starts by mapping the path from first call to repeat job, then configures Housecall Pro to match.

The MAX plan includes a dedicated onboarding specialist, and every plan includes phone and chat support. That help focuses on using the product. We focus on your process: how enquiries are captured, how estimates are followed up, how service plans are sold and renewed, and how past customers are brought back.

Yes. Common issues are duplicate customers, no lead sources, a price book nobody has updated, estimates nobody follows up, and service plans tracked in a spreadsheet. We audit the account, clean the records, rebuild the price book and follow-up, and document how the office should use it.

It depends on the size of your price book, how many customers and service plans need to move, and how many technicians and job types you have. Tightening an existing account is a smaller project than a full setup with a migration. Your proposal sets out the milestones and dates before work starts.

Usually. We move customer records, addresses and history from spreadsheets or another field service tool, clean and de-duplicate them, and add the tags and lead sources your reports depend on. We confirm what your current system can export during discovery.

Yes. We build a flat-rate price book around the work you actually do, with clear names, descriptions, photos and options, so technicians quote the same way and customers can compare choices on the estimate.

Yes. We set up service plans with recurring visits, card on file and automatic invoicing, plus the reminders that renew them. Service Plans are a paid add-on on some Housecall Pro plans, so we confirm what yours includes first.

Yes. We set up review requests after finished jobs, and email and postcard Campaigns for seasonal tune-ups, maintenance reminders and past customers, with stop conditions so a message ends as soon as the customer books.

Basic includes one user, Essentials five and MAX eight, with a dedicated onboarding specialist on MAX. Some features, including Service Plans, Pipeline and the Sales Proposal Tool, are paid add-ons depending on the plan. We recommend the smallest plan that fits your team and the way you sell.

Housecall Pro is built for home service businesses in the United States and Canada. If you are elsewhere, check with Housecall Pro before you commit. If it is not the right fit, we can recommend and implement a field service platform that works in your country.

Sage Kite is an independent consultant. Housecall Pro is a trademark of its owner, and Sage Kite is not affiliated with, endorsed by or certified by Housecall Pro. We work on your behalf and are paid by you, not by Housecall Pro.

You own the account and can run it. Handover includes training for the office and technicians and documentation of your price book, job types and follow-up. Where it helps, Sage Kite offers maintenance with a defined support scope, and a CRM and automation VA to follow up estimates and keep records clean.

No. Sage Kite is a business growth consultancy. Housecall Pro is one of the platforms we implement, alongside consultancy, marketing, automation and specialist staffing. Housecall Pro runs the jobs; the broader work decides what to change and keeps the phone ringing.