Total 552 reviews

4.4

All reviews are from verified customers

Rating Distribution

5

Stars

66%

4

Stars

19%

3

Stars

7%

2

Stars

3%

1

Stars

5%

Satisfaction score

Ease of use

9

Value for money

8

Customer Support

9

Functionality

8

DG

Dorina G.

Construction, 1-10 employees

5.0
October 2022

Versatile tool

Pros

I really appreciate how versatile it is. There's a lot you can handle within the system which makes it feel very capable for day-to-day use.

Cons

The switch from QuickBooks is still taking some work and I'm still learning the ins and outs of the accounting side.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

10

Functionality

10

RP

Rosemary P.

Construction, 1-10 employees

5.0
October 2022

Powerful platform for growth

Pros

Nearly everything we need can be handled in this software which has made a real difference in helping our company grow. It's been nice having a platform that can continue to support us as we expand.

Cons

I want built-in inventory management and I'm not a fan of using Stripe for payment processing. That said I am happy they're beginning to add payroll features.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

8

DR

Derek R.

Consumer Services, 1-10 employees

5.0
October 2022

Easy to collect payments

Pros

Its quite easy to handle. I can put together an estimate, turn it into a job once the customer approves it, send the invoice and even collect payment right through the website or app.

Cons

The online scheduling tool seems useful in theory but we hardly use it. On the occasions we have, emails have gone missing or customers picked the wrong responses which created confusion. Scheduling jobs that span multiple days is also kind of a hassle. We moved over from Jobber and setting up multi-day jobs there was much simpler.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

8

Functionality

10

TC

Tuna C.

Plastics, 500+ employees

5.0
October 2022

Checks all boxes

Pros

It feels like a user-friendly all-in-one tool for this kind of work. It really acts like a Swiss army knife in its field, handling a wide range of tasks and doing each of them very well.

Cons

Up to this point, I honestly haven't run into any issues with the software.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

RH

Ross H.

Construction, 51-100 employees

1.0
October 2022

Credit card payments blocked

Pros

There really isn't anything about this product that feels worth using.

Cons

Any time we sent an invoice over $1,000, they required three months of financial records and bank statements just to allow the customer to pay us by credit card. This happened on every single invoice above $1,000 which made the whole process incredibly frustrating.

Rating Distribution

Ease of use

2

Value for money

2

Customer Support

2

Functionality

2

SC

Steven C.

Construction, 1-10 employees

1.0
October 2022

Lack of phone support

Pros

Losing phone support completely ruined the software for me.

Cons

Once they got rid of telephone support, the only help available was through chat and email. That was enough for me to leave and move to another company that actually seemed to value its customers enough to speak with them directly. Then a few weeks later, out of nowhere, HCP started calling me to try to win me back. When I explained that I was satisfied with the new CRM I had switched to, the salesperson told me they had brought phone support back and asked if I would return. I said no and clearly asked them to stop calling but since then I have received three more calls and they still will not leave me alone.

Rating Distribution

Ease of use

2

Value for money

1

Customer Support

1

Functionality

2

A

Anonymous

Design, 1-10 employees

5.0
October 2022

Convenient scheduling

Pros

Scheduling with it feels very user-friendly and convenient which makes daily planning much easier.

Cons

Everything has worked well for scheduling and I honestly don't have any negative comments to add.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

BT

Boo T.

Construction, 1-10 employees

4.0
September 2022

Ability to store everything in the price book

Pros

Being able to store everything in the price book has been really helpful and it's nice that we can adjust things anytime we need to.

Cons

I still struggle with the dashboard. I wish I had a clearer plan for using it because I hardly ever go there. I want to use it more but I haven't figured out how to make it feel useful or user-friendly for me yet. Most of the time, I just go straight to the calendar and customer sections.

Rating Distribution

Ease of use

7

Value for money

6

Customer Support

9

Functionality

8

JC

Jessica C.

Mechanical or Industrial Engineering, 11-50 employees

5.0
September 2022

Wonderful service agreement feature

Pros

Getting it connected and up and running was easy. The service agreement feature has been especially helpful because it automatically reaches out to customers when it's time to schedule service or renew. I also really appreciate that invoices can be sent out weekly and that we're able to text invoices directly to customers.

Cons

At the moment, I can't think of anything negative to mention.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

GT

Geoffrey T.

Transportation/ Trucking/ Railroad, 1-10 employees

4.0
September 2022

Cost-effective software

Pros

The pricing stays reasonable and the invoicing system covers everything I need.

Cons

Honestly I've been happy with the software overall and don't have any real complaints.

Rating Distribution

Ease of use

9

Value for money

8

Customer Support

9

Functionality

8

RP

Robert P.

Consumer Electronics, 11-50 employees

4.0
September 2022

Lovely real time notifications

Pros

Real-time notifications and the ability to add calls are exactly what make this product feel essential.

Cons

It takes a bit of time to get used to but it still feels like a necessary tool.

Rating Distribution

Ease of use

9

Value for money

6

Customer Support

9

Functionality

8

MH

Mike H.

Construction, 1-10 employees

5.0
September 2022

Works with all our tools

Pros

Everything connected smoothly with the tools we were already using which made the transition feel natural and hassle-free.

Cons

Honestly there's nothing to complain about. We've been happy with everything it provides.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

TV

Tim V.

Construction, 11-50 employees

5.0
September 2022

Bye-bye paper, huge upgrade

Pros

Switching from no software at all to this platform felt like a total lifesaver. Finally, no more paper to deal with.

Cons

It can be a little glitchy once in a while but things always end up working out.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

JK

Jon K.

Computer Networking, 11-50 employees

5.0
September 2022

Powerful and user-friendly

Pros

It's very simple to use and I really appreciate how powerful the software is.

Cons

I honestly can't think of anything about the software that I dislike.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

SB

steve b.

Construction, 1-10 employees

5.0
September 2022

Easy to learn

Pros

Getting comfortable with it didn't take long at all. It's very simple to use and within about 2-3 days I had already learned all the ins and outs of the system.

Cons

The only issue I ever ran into was when I needed to create several different estimates for one customer and had to send each one separately. That said they've already addressed it with option tabs that let you build multiple estimates and send them all at once so the problem was fixed before I even had a chance to really complain.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

JE

Jay E.

Oil & Energy, 1-10 employees

4.0
September 2022

Fast invoicing once configured

Pros

Once everything is set up with your materials and services, invoicing becomes incredibly quick. At that point, it's basically just selecting what you need, adding the quantity and it's done. The initial setup does take some time but after that the process feels very simple.

Cons

I still haven't been able to figure out how to transfer an invoice to a different customer without having to recreate the entire thing from scratch.

Rating Distribution

Ease of use

9

Value for money

8

Customer Support

9

Functionality

8

VS

Vancil S.

Construction, 1-10 employees

4.0
September 2022

handles multiple tasks

Pros

Using it feels simple and it handles several different tasks in one place.

Cons

The price hikes felt a little too steep to me.

Rating Distribution

Ease of use

9

Value for money

6

Customer Support

9

Functionality

8

RM

Roberto M.

Marketing and Advertising, 1-10 employees

4.0
September 2022

Professional invoicing and scheduling

Pros

I use it to handle invoicing and scheduling and it feels very professional overall.

Cons

It would be better if it were available in Spanish. I can manage it fine but some of my assistants have a harder time with it.

Rating Distribution

Ease of use

7

Value for money

8

Customer Support

9

Functionality

8

BS

Brandi S.

Hospitality, 1-10 employees

5.0
September 2022

Quick way to find help

Pros

It's the simplest way to find someone for just about any job.

Cons

I honestly haven't run into any issues with it at all.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

EF

Eva F.

Accounting, 1-10 employees

5.0
September 2022

Worth every penny

Pros

Implementing it into our system was very simple. It connects really well with our accounting software and payment processing and everything works together without any issues.

Cons

At first, the price felt a bit expensive but it has definitely turned out to be worth every penny.

Rating Distribution

Ease of use

10

Value for money

8

Customer Support

10

Functionality

10