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Source
Housecall Pro Service Plans
by Housecall Pro
Last updated Mar 29, 2026 · 1 revision
Recurring HVAC maintenance plans with automated scheduling, tracking, invoicing, and customer communication in one platform.
Highlights
Capabilities
Trust
Media
www.housecallpro.com
About This Product
Housecall Pro's recurring service plans let HVAC contractors create, manage, and automatically schedule maintenance agreements. The platform automates scheduling, tracking, invoicing, and payments for service contracts, with repeat visit management and customer communication tools. Designed for growing residential HVAC businesses.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Primary policy document: https://housecallpro.com/privacy
FSH Score Breakdown
Ease of Use 7.0
Features 9.0
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
111 features confirmed across
15categories· Showing confirmed capabilities only
CRM & Sales21features
CRMCustomer ContactCustomer Loyalty ProgramOffer loyalty perks such as priority scheduling, discounts, and free minor repairsMaintenance Agreement ManagerAuto-bill service agreements on monthly, quarterly, or annual schedulesAutomated Review RequestsReview GenerationMarketing ToolsPostcards and email marketingContractor Website DesignCentralized Marketing HubCustomer Plan Self-Service
Show 13 more
Intelligent Follow-UpsMembership ProgramsMembership Renewal ManagementSEO Performance DashboardWebsite Analytics DashboardZero Dollar Service PlansLead ManagementLead Capture FormsAutomated Customer Touchpoints And SequencesIntegrated Marketing CampaignsReview Management and ResponseSMS and Email MarketingAutomated Social Media PostingLocal Service Area PagesCustomer Referral PlatformCustomer referral program
Invoicing & Payments13features
InvoicingInvoicesPayment ProcessingMobile check depositConsumer FinancingConsumer FinancingPrice BookPrice bookAuto Bill Service Agreements on Recurring SchedulesCard on FileDigital Receipt GenerationOnline Account Management for Payments and Statements
Show 5 more
Pricing FormsPricing formsProcess Service Plan Payments on MobileRecurring InvoicingSame-Day PaymentsInstapay
Customer Communication11features
Client PortalSelf-serve customer portalChat and Email SupportChat SupportEmail & Text AutomationAI Chat Receptionist24/7 call answeringNotificationsCustom NotificationsVoIP Phone SystemBuilt-in VoIP phone systemCall Flow AutomationInteractive Voice Response
Show 3 more
Multi-Tier Technical SupportAI Receptionistvirtual receptionistsVideo ConferencingIn-App Chat
AI & Automation11features
AI Review ResponsesReview managementAI SupportAI team membersAI Agents for Engagement, Qualification, and ConversionAI Content DraftingAI EstimatesAI Powered Marketing Automation for Customer EngagementAutopilot Workflow AutomationCSR AI AssistantCSR AI
Show 3 more
Automation RulesGood email automationAI MasterMechanicAI Powered Direct Mail Campaigns
Accounting Integration9features
Job CostingJob cost trackingAccounting IntegrationExpense CardsAutomated PayrollPayrollBurden Rate And Margin CalculationInventory, labor, and profit margin trackingCash and Check RecordingFinancial Activity TrackingAccounts ReceivablePending payment managementBudgetingGood financial tracking
Show 1 more
Corporate Card Management1% cashback with Expense Cards
Platform & Customization9features
Custom TemplatesTemplate libraryMulti-Language SupportSpanish Language SupportDrag And Drop Form BuilderLead Capture FormsData ImportData migrationRole-Based Access ControlRole-based permissionsOnboarding SupportScheduling And Dispatch IntegrationMobile-First Design
Show 1 more
Third-Party IntegrationGood third-party options
Scheduling & Dispatch8features
DispatchingAssign jobs by technician based on skill, availability, or locationSchedulingSchedulingWork OrdersJob history trackingOnline BookingOnline bookingScheduling OptimizationJob Details Notes and AttachmentsRecurring Job SchedulingSmart Job Matching by Location, Skill, and Availability
Mobile & Field Tools6features
Offline ModeOffline viewingDigital Vehicle InspectionsHCP CamMobile Field InterfacePhoto AnnotationTechnician Mobile AppDigital SignaturesMobile signature capture
Technician Management6features
Time TrackingTime TrackingChecklistsChecklistsInternal Employee CommunicationCustomer communicationLicense Managementexpense managementTechnician CoachingBusiness CoachingOnboardingDedicated onboarding support
Estimating & Quoting4features
Quoting & EstimatesQuotes & ProposalsAutomated Estimating and Proposal ProcessesAdjustable Pricing FactorsEstimate Templates for Add-On Sales
Fleet & GPS Management4features
GPS TrackingVehicle GPSDriving Route PlanningGIS RoutingManual route planningDashcam IntegrationDashcams
Equipment & Asset Management4features
Equipment TrackingCustomer equipment trackingAsset ManagementVehicle TrackingService ProgramsBAS AutomationRecurring billing automation
Reporting & Analytics3features
AnalyticsPipeline DashboardReportingReportingService Plan Reporting
Inventory Management1feature
Inventory Integration into Estimates and Invoices
Training & Education1feature
Bilingual Training (English & Spanish)
Integrations 40 across 11 categories
Marketing 12
Angi
Angi
Broadly
CallRail
CallRail
Chiirp
CHIIRP
Google Local Service Ads
Mailchimp
Mailchimp
Nice Job
NiceJob
NiceJob
Sign Post
Swell
Swell
Thumbtack
Thumbtack
Yelp
Yelp
Industry-Specific 8
Amazon Alexa
Amazon Alexa
Bluon
Bluon
MeasureQuick
measureQuick
OnCall Air
Ply
Ply
Profit Rhino
Profit Rhino
ResponsiBid
ResponsiBid
The New Flat Rate
The New Flat Rate
GPS & Fleet 4
Beeline Routes
Beeline Routes
Force by Mojio
Force by Mojio
GPS Trackit
Verizon Connect
Verizon Connect
Data & Automation 4
Make
Make
Pabbly Connect
Pabbly
Pipedream
Pipedream
Zapier
Zapier
Payment Processing 3
Fundbox
Fundbox
Gift Up!
Gift Up
Wisetack
Wisetack
Field Service 3
CompanyCam
CompanyCam
Real Green Systems
StreetFair
Communication 2
Emitrr
Twilio
Twilio
Accounting 1
QuickBooks Online
QuickBooks Online
CRM 1
Podium
Podium
Productivity 1
Google Calendar
Google Calendar
HR & Payroll 1
Gusto
Gusto
Pricing
- Model
- Subscription
- Starting at
- $79/mo
- Notes
- Google Play listing shows slightly different pricing: Basic $59/mo, Premier $169/mo (up to 5 users), MAX $299/mo (up to 8 users). Website pricing may be more current.
Related Products 1 across 1 category
Alternatives & Competitors
FieldEdge Service Agreements
Evidence-backed
Good
FieldEdge Strong match
Why these are related — sources 4
- fieldedge.com
“In this article, you’ll discover how FieldEdge is the best Housecall Pro alternative for your field service business.”
- contractorsoftwarehub.com
“FieldEdge makes more sense when maintenance agreements, customer equipment history, and deeper service workflow are already part of the business model.”
- fieldservicesoftware.io
“FieldEdge's agreement module treats service agreements as first-class entities; Housecall Pro handles recurring jobs but does not treat agreements as separate entities with their own lifecycle.”
- ranksvs.com
“No maintenance agreement module. Recurring service plans have to be hacked together with workarounds (Housecall Pro) vs Maintenance agreement tracking and automated renewal billing (FieldEdge)”