Scheduling Manager

Scheduling Manager

Thoughtful Systems
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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.

About

Scheduling Manager Gemini is a multi-functional software management tool for field service businesses. It incorporates robust CRM features, as well as Job Scheduling, Employee Scheduling, Accounts Receivable, Payroll, Mapping, SMS and Caller ID to help a wide range of service businesses improve their efficiency and customer service capabilities. Scheduling Manager Gemini interfaces with several off-the-shelf business accounting and payroll solutions including QuickBooks, ADP, Sage, Xero, MYOB, Infusionsoft, Paychex and Act!. The software is available as either a desktop or web-based application and can be tailored to meet the specific needs of each customer. Industries serviced include residential and commercial cleaning, carpet cleaning, fire extinguisher maintenance, janitorial, home health care, HVAC, pest control and many others. It interfaces with SM-Mobile, our mobile app (runs on Android or Apple).

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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.

Audience

Field service businesses -- Cleaning, pest control, HVAC maintenance, carpet cleaning, window cleaning, residential cleaning (maid service), liquid waste, air duct maintenance, etc.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$795.00/one-time
Additional fees for multi user and for advanced features.
Monthly payments also supported
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 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.

Pros & Cons from Real Users

Pros

  • We have used Scheduling Manager Gemini software from Thoughtful Systems for over 12 years now, for our residential cleaning business Before we started using Thoughtful’ s software, we relied on some paper and pen methods, also spreadsheets and data on customers in QuickBooks. When we first implemented Scheduling Manager Gemini software, we were pleased that the software could import all our customer information from QuickBooks. Since that time, we have maintained the link between Thoughtful Systems and QuickBooks, so all invoices and payments we create in Scheduling Manager Gemini are exported seamlessly to QuickBooks. Also, any new customers we enter into Gemini are transferred. From time to time, we have asked Thoughtful Systems for modifications to certain parts of the software, and they have been great at implementing what we want at reasonable rates. We have found the support staff to be helpful in promptly attending to any questions or issues that have occurred with the software. We like also that Thoughtful Systems adds new features from time to time -- their mobile app is great. Also, the text messaging features, which let us send reminders to all customers via text message each day.
  • It makes job scheduling much more manageable -- a huge improvement over what we used to do more than 12 years ago, before we started using Scheduling Manager. Invoicing is made easy too. We can keep track of all info for our customers easily.

Cons

  • The only regret I have is that we didn’t start using this software sooner!
  • I couldn't say I don't like something particular about Thoughtful Systems' software.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Thoughtful Systems
Founded: 2000
United States
thoughtfulsystems.com

Alternatives

Alternatives

Pocomos

Pocomos

Pocomos Software
Jobber

Jobber

Jobber Software

Categories

Categories

Cleaning Services Features

Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management

Field Service Management Features

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

HVAC Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Pest Control Features

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

Plumbing Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management Features

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

Appointment Scheduling Features

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

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Employee Scheduling Features

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

Landscape Management Features

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Scheduling Features

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Service Dispatch Features

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Work Order Features

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Workforce Management Features

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Cleaning Services Features

Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management

Field Service Management Features

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

HVAC Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Pest Control Features

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

Plumbing Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Carpet Cleaning Features

Billing & Invoicing
Customer Management
Dispatch Management
Equipment Tracking
Mobile Access
Online Booking
Scheduling
Work Order Management

Janitorial Features

Bid Management
Billing & Invoicing
Client Management
Employee Scheduling
Inventory Management
Mobile Access
Payroll Management
Quality Control
Surveys & Feedback
Time Tracking
Work Order Management

Waste Management Features

Billing & Invoicing
Customer Accounts
Customer Database
Equipment Tracking
Inventory Management
Routing
Scheduling
Waste Disposal
Work Order Management

Integrations

QuickBooks Online
Agave
AnswerForce
Beeline Routes
Broadly
Chat Agents
Enzy
Force Fleet Tracking
Goodcall
HomeBinder
Nexa
NiceJob
One Step GPS
OutreachGenius
Ply
QuickBooks Online Advanced
ShareDocView
Twilio
Xero
dolfyn

Integrations

QuickBooks Online
Agave
AnswerForce
Beeline Routes
Broadly
Chat Agents
Enzy
Force Fleet Tracking
Goodcall
HomeBinder
Nexa
NiceJob
One Step GPS
OutreachGenius
Ply
QuickBooks Online Advanced
ShareDocView
Twilio
Xero
dolfyn
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