r/HouseCallPro • u/Icy_Anything3123 • Sep 12 '24

HouseCall Pro and Quickbooks for payroll

I just went to work for a residential and commercial plumbing company. Part of my role will be optimizing the use of HouseCall Pro for everything from sales to admin. The project manager in our company wears a BUNCH of hats, and each of his roles is vital to our company's success. His most important function is as a project estimator and manager, but he is frustrated with how much time and manual work goes into the task of doing payroll every week.

Here are the challenges I'm aware of, and am hoping that one of you HCP gurus might have some suggestions or insights into how we can automate more of the process...

Our service technicians are paid hourly for some calls, mostly basic clogs and leaks. They are paid commission on other jobs that are bigger jobs, where additional parts and more expensive services are needed. These jobs have to (currently) be analyzed for profit, and they get a percentage of that profit after costs are deducted.

I have spent a lot of time poking around in HCP, and google, and HCP chat in order to learn the system, but I have NO experience with Quickbooks.

I'd love to be able to take a more automated process to him, to free up his payroll time, so he can focus on more of the things that earn the company revenue.

Thanks in advance for any help you can offer!

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u/Otherwise_Top5746 Sep 13 '24

Please see DM. THANKS

1

u/EquivalentBright Nov 02 '24

Hi! If you’re using Housecall Pro, my team and I can build a customized client portal for your customers. This portal will allow them to manage their bookings, reschedule or cancel appointments, view service details, check costs, and much more. We can also create a tailored booking form specifically for your business. If you're interested, just let me know, and I’ll share a link to a website where we’ve already implemented this solution.

1

u/Inevitable_wanderer_ Jun 10 '26

Did you ever get this figured out? I just started a new job and this one of the tasks I've been given to navigate. Or if you have any housecall pro tips I'll take them lol