We do one thing. Most consultants who touch Housecall Pro also touch a dozen other platforms and know none of them deeply. We work inside Housecall Pro every day, so we know where it breaks, how each trade needs its price book structured, and which MAX plan features you are paying for and never switched on.
Flat-rate pricing is built differently for a plumber than for a garage door company, and we architect the price book to match the trade. We configure the API, webhooks, and multi-step automations on the MAX plan that most consultants never open. That focus is why a contractor ends up with a finished account instead of a generalist's best guess.
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We get inside your account and find every gap in your settings, price book, automations, QuickBooks sync, and field app. The audit is free.
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You get a prioritized, scoped roadmap of exactly what needs to be rebuilt, migrated, or automated, delivered before any paid work begins.
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We sit behind the keyboard and do the work while you keep running your business.
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We train your team on the new setup and stay on to keep it running smoothly as you scale.
Cleaner field documentation and a QuickBooks sync that finally matches.
"We're a full-service construction and design firm, and a big part of our work includes fire and water damage renovation and insurance claims, where accurate documentation matters. Before working with this consulting team, our field notes were a mess and our QuickBooks sync was a constant headache. They overhauled our Housecall Pro setup, built out a price book that fit our services, and trained our crews to capture the right photos and signatures on site. Our documentation got tighter right away, and my office staff easily saves 15 hours a week on manual data entry."
RP Restoration LLC
Scope, cadence, and pricing are set based on your specific needs, and we never require long-term lock-ins.
The exact scope and price of your build are quoted only after a free audit, before any paid work ever begins.
During a build, we work inside your account with the access you grant, and we treat your customer data and login credentials as confidential.
We serve trade businesses across the entire United States remotely. Because the work happens inside your account, you always reach a real person, Boris, directly.
Start with a free Deep-Dive Audit. We review your Housecall Pro account, document every gap, and hand you a Fix-It Plan before any work is scoped or quoted. You will know exactly what is broken and what it takes to fix it.
Get Your Free Audit
We are an independent Housecall Pro consulting practice. We work for you, inside your account, and are not limited to what a platform rep is allowed to touch.
We focus on HVAC, plumbing, electrical, cleaning, garage door, and pest control. If your trade is close to those, tell us on the audit call, and we will be straight about whether we are the right fit.
Yes. Both. Essentials accounts benefit from core setup and automation work. MAX plan accounts get more value because we can configure advanced reporting and multi-step automations that most customers never activate.
We started in 2024, after onboarding our 40th HVAC client onto an account that had never been touched since setup. Since then, we have audited and rebuilt over 100 Housecall Pro accounts.
Using it and using it correctly are two different things. In most accounts we audit, we find broken automations, empty price books, and QuickBooks syncs that misfire silently. The free audit will show you exactly what is and is not working.
No. We work inside your account while your team keeps dispatching, scheduling, and invoicing. The live switch happens at a scheduled time with no gap in your operations.
