Coconut Software

Coconut Software

Coconut Software Corporation
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About

Our cloud-based, enterprise-level appointment scheduling and visitor management platform combine your on-location and digital channels, providing self-service booking and curbside pickup, online and physical queuing, wait time tracking, callback requests and virtual meeting support as well as contact center integration. Providing this customized experience, either in person or digitally, enhances client engagement, speeds up revenue-generating opportunities, balances workforce staffing, and delivers key insights that organizations cannot capture through their calendars or CRMs alone. In fact, we are the frictionless layer on top of those technology pieces and allow for meaningful connections through a simpler engagement process. Our intuitively-built user interface will delight your clients and your staff with its simplicity and flexibility. We understand the finance industry’s security and compliance requirements—and have built Coconut to surpass them.

About

Housecall Pro is a top-rated, all-in-one business solution that helps home service professionals work simpler and grow smarter. With easy-to-use digital tools for scheduling and dispatching jobs, managing payments, automating marketing efforts, and more, Housecall Pro helps Pros efficiently manage every aspect of their business all in one place. This all-in-one tool allows professionals to offer their customers something their competitors are not able to. Housecall Pro allows businesses to move away from pen & paper to digital, streamlining their workflow and operations. Best of all, it's affordable and it even assists in helping small businesses transfer and import their existing client database with ease.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Financial institutions that want to improve the digital and physical engagement of their clients, Coconut’s suite of cloud based solutions uniquely solves this by providing a way to seamlessly schedule, measure and manage client, prospect and staff interactions

Audience

Housecall Pro saves valuable time for all home service professionals across plumbing, electrical, carpet cleaning, HVAC, housekeeping, handyman, window cleaning, locksmith, and many other industries.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$59.00/month
Basic: $59/mo
Essentials: $149/mo
MAX Contact for price
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.9 / 5
ease 4.9 / 5
features 4.9 / 5
design 4.8 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • We had no idea how much of an advantage HCP would be in managing our business for records, history, billing and management.
  • Housecall Pro has helped me grow my business and present professionally in my services. Being a one man operation I look at ways to be as professional as possible, having Housecall Pro is essential in this. My clients love the automated text of their appointments along with when I am en route to their homes. Communication is key in the service industry, HCP saves me tons of phone calls and time spend coordinating my schedule.
  • Professional Appearance, Text Messaging Notifications, Easy to use, so many features that it's sometimes hard to know ALL that it can do for you.
  • I enjoy how easy it is to navigate the schedule, add so many features through their apps, all my techs can see important messages between customer, quick books tabs, reviews, etc.
  • We're HVAC and pros for us are: 1. affordability 2. ease of use 3. integration with other apps 4. marketing features 5. CUSTOMERS LIKE THE SOFTWARE!

Cons

  • As we add more employees the scheduling window can be difficult to manage.
  • I would say as a smaller company I don’t have any issues with the software. It does exactly what I need it to do for me. I could see how larger companies may not get all the features they’re looking for, but for me it works well.
  • Lack of Parts Inventory is the biggest complaint.
  • I don’t like that call backs aren’t flagged, I want my csr to be able to reschedule calls without having to go through each call, I don’t like how long the transactions take to hit the bank and I have to add another charge to make it an instant payout, the price to add on additional service techs, the inability to create easier proposals, and SO MUCH MORE.
  • Bookkeeping integration with QuickBooks is tricky. The wait time for the "blue-bubble" user chat is too slow. I've noticed this problem over the last six months, and needs improving.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Coconut Software Corporation
Founded: 2007
Canada
www.coconutsoftware.com

Company Information

Housecall Pro
Founded: 2013
United States
www.housecallpro.com

Alternatives

Alternatives

Pocomos

Pocomos

Pocomos Software
turni.to

turni.to

Crowder
Jobber

Jobber

Jobber Software

Categories

Categories

Appliance Repair Supported
Cleaning Services Supported
Home Services Supported
HVAC Supported
Pest Control Supported
Plumbing Supported
Quoting Supported
Scheduling Supported
Service Dispatch Supported
Work Order Supported

Appointment Scheduling Features

Appointment Reminders Supported
Automated Scheduling Supported
Calendar Sync Supported
Client Database Supported
Group Scheduling Supported
Mobile Access Supported
Multi-Location Supported
Online Booking Supported
Online Payments Supported
Recurring Appointments Supported
Room Booking Management Supported

Customer Experience Features

Action Management Not Supported
Analytics Supported
Customer Segmentation Not Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Not Supported
Multi-Channel Collection Supported
Sentiment Analysis Not Supported
Survey Management Supported
Text Analysis Not Supported
Trend Analysis Supported

Visitor Management Features

Alerts/Notifications Supported
Badge Management Not Supported
Document Management Not Supported
ID Scan Not Supported
Pre-Registration Supported
Registration Management Supported
Self Check-in Supported
Visitor Tracking Supported
Watch List Supported

Appointment Scheduling Features

Appointment Reminders Supported
Automated Scheduling Supported
Calendar Sync Supported
Client Database Supported
Group Scheduling Supported
Mobile Access Supported
Multi-Location Not Supported
Online Booking Supported
Online Payments Supported
Recurring Appointments Supported
Room Booking Management Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Not Supported
Invoice History Supported
Mobile Payments Supported
Multi-Currency Not Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Supported
Tax Calculator Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Supported
Financial Management Not Supported
Inventory Management Not Supported
Marketing Management Supported
Order Management Not Supported
Point of Sale (POS) Supported
Project Management Not Supported
Purchasing Not Supported
Scheduling Not Supported
Time & Expense Tracking Supported
Training Management Not Supported
Vendor Management Not Supported

Cleaning Services Features

Billing & Invoicing Supported
Client Management Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Payroll Management Not Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Work Order Management Supported

Employee Scheduling Features

Appointment Management Supported
Automated Scheduling Supported
Calendar Management Supported
Employee Database Supported
Group Scheduling Supported
Messaging Supported
Mobile Access Supported
Payroll Management Supported
Reporting/Analytics Supported
Resource Management Supported
Schedule Distribution Supported
Scheduling Supported
Shift Scheduling Supported
Shift Swapping Supported
Time Clock Supported
Time Tracking Supported
Vacation / Leave Tracking Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

HVAC Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Landscape Management Features

Billing & Invoicing Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Groundskeeping Supported
Inventory Control Not Supported
Irrigation Tracking Not Supported
Job Management Supported
Landscape Design Supported
Mobile Access Supported
Payroll Management Not Supported
Plant Database Not Supported
Quotes / Estimates Supported
Routing Supported
Scheduling & Appointments Supported
Work Order Management Supported

Pest Control Features

Billing & Invoicing Supported
Customer Service History Supported
Dispatch Management Supported
Fleet Management Supported
Inventory Control Not Supported
Mobile Access Supported
Pest Activity Tracking Not Supported
Pesticide Usage Tracking Not Supported
Property Layouts Not Supported
Quotes / Estimates Supported
Scheduling Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Not Supported
Proposal Management Supported

Scheduling Features

Alerts/Notifications Supported
Appointment Scheduling Supported
Automated Scheduling Supported
Calendar Management Supported
Class Scheduling Not Supported
Employee Scheduling Supported
Facility Scheduling Not Supported
Group Scheduling Supported
Interview Scheduling Not Supported
Meeting Room Booking Not Supported
Multi-Location Not Supported
Online Scheduling Supported
Payment Processing Supported
Real-time Scheduling Supported
Reservations Not Supported
Resource Scheduling Not Supported
Room Booking Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Not Supported
Contract Management Supported
Customer Database Supported
Inventory Control Not Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Not Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Tradesman Job Management Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
For Builders Supported
For Electricians Supported
For Field Service Businesses Supported
For HVAC Supported
For Plumbers Supported
For Roofers Supported
Invoicing Supported
Job Tracking Supported
Payments Supported
Quoting Supported
Reporting Supported
Scheduling Supported
Time Tracking Supported

Work Order Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Preventive Maintenance Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Task Management Supported

Workforce Management Features

Budgeting & Forecasting Supported
Contractor Management Not Supported
Employee Lifecycle Management Not Supported
Labor Projection Not Supported
Performance Appraisal Not Supported
Recruiting Management Not Supported
Scheduling Supported
Skills Tracking Not Supported
Time & Attendance Supported
Variable Workforce Supported

Integrations

Facebook Supported
Google Calendar Supported
Twilio Supported
Agave Not Supported
AnswerForce Not Supported
Cisco Webex Supported
Goodcall Not Supported
Levitate Not Supported
Microsoft 365 Supported
OutreachGenius Not Supported
QuickBooks Online Not Supported
ReferPro Not Supported
Rosie Not Supported
Schedule Engine Not Supported
SendGrid Not Supported
ShareDocView Not Supported
SurgePoint Not Supported
TrueReview Not Supported
Zoom Supported
magicplan Not Supported

Integrations

Facebook Supported
Google Calendar Supported
Twilio Supported
Agave Supported
AnswerForce Supported
Cisco Webex Not Supported
Goodcall Supported
Levitate Supported
Microsoft 365 Not Supported
OutreachGenius Supported
QuickBooks Online Supported
ReferPro Supported
Rosie Supported
Schedule Engine Supported
SendGrid Supported
ShareDocView Supported
SurgePoint Supported
TrueReview Supported
Zoom Not Supported
magicplan Supported
Claim Coconut Software and update features and information
Claim Coconut Software and update features and information
Claim Housecall Pro and update features and information
Claim Housecall Pro and update features and information