Most HCP accounts we audit have major gaps costing you time and margin. This isn't user error; it's an unfinished setup problem. Dispatchers manually text clients, owners lose weekends to QuickBooks duplicates, and techs guess at estimates. On the MAX plan? You are paying premium prices for unused features. Stop paying for half a platform. Get it fixed.
Job types, service areas, technician assignments, and user permissions form the foundation. If these are wrong, every report and dispatch downstream is unreliable.
We check whether the price book is built, whether flat-rate pricing is in place, and whether materials, labor, and service call categories are all present, or whether techs are still estimating from scratch on every job.
On-my-way texts, appointment reminders, estimate follow-up sequences, and post-job review requests. We identify what is running, what is broken, and what was never configured in the first place.
We audit the connection line by line, checking for duplicate records, missed invoices, and mismatched payment entries, and trace failures back to the chart-of-accounts setup.
We review your job tags and categories. Without clean data here, your reporting dashboard is useless.
You will know exactly which parts of your account are broken and in what order they should be fixed, no guessing at scope, no vague next steps.
Turned On (Common Setup Mistakes)
Setting up an automated text message looks easy until your customer receives an automated "Thank You!" message for a job a technician accidentally marked complete before doing the work.
When untrained users build automations inside Housecall Pro, they run into wrong time-zone settings, blank merge tags showing "Hi {{Customer Name}}!" in the customer's inbox, and conflicting triggers that fire two messages back to back on the same job.
The result is not just an embarrassing customer experience. It is a broken trust signal that makes your business look disorganized.
Tuned Right (Our Automation Build)
We build your workflows with precision. We configure the correct tags, set the exact time delays, test every merge field, and verify the trigger logic in a controlled sandbox before anything goes live to a real customer.
Every automation we deliver has been walked through a dummy job cycle from scheduled to invoiced, so you know the right message goes to the right person at the right moment, every time.
01
We review your full account: settings, automations, price book, QuickBooks sync, reporting, and field app setup.
02
You receive a prioritized gap list and a clear, scoped roadmap delivered before any paid work begins.
03
We sit behind the keyboard and build it: pricing, automations, integrations, and reports configured.
04
We own the platform month-to-month as your operation scales, covering tuning, training, and workflow updates.
Admin account access, your QuickBooks credentials, and a confirmed service and pricing list. We handle everything else and flag anything that needs your input along the way.
See exactly what is costing you time and margin, and the order to fix it, before you spend a dollar on the build.
Get Your Free Audit
The actual review takes us 1-2 business days from account access. The only time required from you is a 20-30 minute walkthrough call to confirm findings and answer questions about how your business runs.
Yes, and often more value than for newer accounts. Long-running accounts tend to have the most workarounds baked in: manual habits that replaced features that were never configured. The audit finds those gaps.
Specifically, yes. MAX plan accounts are audited for advanced automations, API configuration, multi-location setup, and profitability reporting. These are the features most likely to be paid for and unused.
Tell us on the intake call. We'll factor it in. The audit is systematic, so it catches problems you don't know about alongside the ones you do.
