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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 8.0
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 1.5
Features
113 features confirmed across
15categories· Showing confirmed capabilities only
CRM & Sales21features
Automated Review RequestsAutomated review requestsCustomer Referral PlatformCustomer referral programIntegrated Marketing CampaignsPostcardsSEO Performance DashboardWebsite Analytics DashboardCustomer Loyalty ProgramMarketing ToolsContractor Website DesignCentralized Marketing Hub
Show 13 more
Customer Plan Self-ServiceIntelligent Follow-UpsMembership ProgramsMembership Renewal ManagementZero Dollar Service PlansAutomated Customer Touchpoints And SequencesEmail/SMS sequencesAutomated Customer TouchpointsSend plan confirmation emailsInteraction Historyjob history trackingReview Management and ResponseSMS and Email MarketingMulti Platform Review SharingReviews: Social media sharingAutomated Social Media PostingLocal Service Area PagesService area mapping
Invoicing & Payments13features
Auto Bill Service Agreements on Recurring SchedulesAutomatic credit card chargingOnline Account Management for Payments and StatementsPending payment managementPricing FormsPricing formsProcess Service Plan Payments on MobileSell service plans on mobileConsumer FinancingPrice BookCard on FileRecurring Invoicing
Show 5 more
Same-Day PaymentsQuoting And InvoicingEstimates and InvoicesInstapayInstapayInvoice ReconciliationPending payment managementDigital Receipt GenerationEmail confirmation and receipt generation
AI & Automation11features
AI Review ResponsesReview managementAI SupportAI 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
Platform & Customization11features
Custom FieldsCustom fieldsCustom TemplatesTemplate libraryMulti-Language SupportSpanish Language SupportRole-Based Access ControlStandard permission setsDrag And Drop Form BuilderLead Capture FormsCustom BrandingWebsite builderData ImportData migrationOnboarding Support
Show 3 more
Scheduling And Dispatch IntegrationMobile-First DesignThird-Party IntegrationGood third-party options
Customer Communication10features
AI Chat ReceptionistCustomer Service Rep AICall Flow AutomationInteractive Voice ResponseChat SupportChat supportCustomer SupportLive phone and chat supportAI ReceptionistVoIP Phone SystemChat and Email SupportEmail & Text Automation
Show 2 more
Call RecordingVideo Recording in AppMulti-Tier Technical Support
Accounting Integration9features
Job CostingAutomated PayrollPayrollBurden Rate And Margin CalculationInventory, labor, and profit margin trackingAccounting IntegrationCash and Check RecordingFinancial Activity TrackingAccounts ReceivablePending payment managementBudgetingGood financial tracking
Show 1 more
Corporate Card Management1% cashback with Expense Cards
Mobile & Field Tools7features
Offline ModeOffline viewingDigital SignaturesE-SignaturesDigital Vehicle InspectionsHCP CamImage Capture And TaggingPhoto AnnotationMobile Field InterfacePhoto AnnotationTechnician Mobile App
Technician Management7features
Time TrackingTime TrackingChecklistsInternal Employee CommunicationCustomer communicationTechnician CoachingCommission TrackingCommissionsLicense Managementexpense managementOnboardingDedicated onboarding support
Scheduling & Dispatch6features
Online BookingScheduling OptimizationJob Details Notes and AttachmentsRecurring Job SchedulingSmart Job Matching by Location, Skill, and AvailabilityAuto Assign JobsTechnician assignment by skill and location
Equipment & Asset Management5features
Equipment TrackingCustomer equipment trackingAsset ManagementService ProgramsRefrigerant Charge And Service History Trackingservice history trackingBAS AutomationRecurring billing automation
Estimating & Quoting4features
Quoting & EstimatesAutomated Estimating and Proposal ProcessesAdjustable Pricing FactorsAdd-on pricing calculationEstimate Templates for Add-On Sales
Fleet & GPS Management4features
GPS TrackingDashcam IntegrationDashcamsDriving Route PlanningGIS RoutingManual route planning
Reporting & Analytics3features
Service Plan ReportingCustomer Reports with PPM TrackingService plan reportingConsumer Financing Metrics ReportingBusiness Financing
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)”