Rated 5.0 by 50+ B2B clients
End-to-end Housecall Pro consulting and implementation services that transform how home service businesses operate from first call to final invoice.
We start by finding the gaps. A review of your account shows exactly where time, money, and jobs slip through, then hands you a clear, prioritized plan to fix it. It is the smartest first move, and it is free.
Brand new or never finished, we build your account out right the first time: company settings, schedule, services, tax rates, and workflows, all configured to match how your crew actually works.
Stop doing by hand what the software should do for you. We set up the reminders, follow-ups, dispatch rules, and on-my-way texts that run in the background, so nothing slips through the cracks.
We connect Housecall Pro to the tools you already run on, including QuickBooks, Zapier, and your marketing and lead sources, so your data moves once, automatically, and every system stays in sync.
A complete, accurate price book is a heavy lift to build alone, so we do it for you: services, materials, and flat-rate pricing, so every estimate goes out fast, stays consistent, and protects your margin.
Know your numbers without touching a spreadsheet. We build the reports and dashboards that show revenue, job profitability, and tech performance at a glance, the metrics that actually run your business.
Switching onto Housecall Pro, or cleaning up a rushed move? We carefully bring your customers, job history, and price book across, then check it line by line so nothing gets left behind.
Software only pays off when the team actually uses it. We train your office staff and your field crew on the parts that matter most to each of them, so a new hire is running in days, not weeks.
Know your numbers without touching a spreadsheet. We build the reports and dashboards that show revenue, job profitability, and tech performance at a glance, the metrics that actually run your business.
Connect Housecall Pro with the tools your business already uses. We configure and test every integration to ensure clean, reliable data flow.
Specialized Housecall Pro configurations for home service trades. We understand the specific job flows, pricing structures, and compliance requirements of your industry.
We capture appliance make, model, and serial number at booking inside Housecall Pro, surface repair history before dispatch, and connect parts requests to the work order so techs arrive prepared to close on the first visit. We also build warranty claim tracking and automated follow-up workflows.
We turn one-time treatments into protected recurring contracts: automated re-service schedules, chemical and application notes on every job, multi-location commercial account management, and renewal reminders that fire before the customer even thinks about canceling.
We build Housecall Pro workflows that move jobs from estimate to final invoice — with deposit collection, milestone-based billing, crew scheduling, and job photo documentation tied to the customer record so nothing falls through on close-out.
We configure Housecall Pro for storm and retail roofing with insurance job tracking, progress billing tied to inspection stages, and crew dispatch workflows that keep multiple active jobs moving without your office managing it manually.
We set up Housecall Pro to handle service calls and larger project work side by side with mobile estimates, recurring maintenance agreement scheduling, permit note fields, and job costing that shows margin per job type.
We build dispatch-ready Housecall Pro setups for plumbing operators: real-time scheduling with technician capacity rules, on-site quoting and payment collection, and service-plan automation that keeps recurring drain and maintenance routes full month after month. (edited)
The difference between a Housecall Pro account that frustrates your team and one that runs your business is in how it’s configured. Here’s why home service companies choose Axis.
We hold official Housecall Pro Pro Partner certification with deep expertise across every feature set not just the basics.
We've configured Housecall Pro for HVAC, plumbing, electrical, pest control, landscaping, pool, cleaning, and appliance repair businesses across the US.
We've resolved more HCP-QuickBooks sync failures than any general-purpose consultant because it's one of the most technically complex parts of the implementation.
We don't treat an HVAC company like a cleaning company. Every implementation reflects the job types, pricing logic, and dispatch patterns of your specific trade.
| Factor | DIY Setup | Expert Implementation |
|---|---|---|
| Time to full implementation | 3–6 months | 2–4 weeks |
| Time to full implementation | 2–4 months | 2–3 weeks |
| QuickBooks sync accuracy | Frequent errors | Clean, tested mapping |
| Automation coverage | Basic, inconsistent | Fully structured |
| Review generation | Manual, sporadic | Automated post-job |
| Reporting & KPI visibility | Default views only | Custom dashboards |
| Team adoption | Low reps revert to old habits | High role-based training + playbooks |
We audit your current Housecall Pro setup, QuickBooks configuration, dispatch workflow, and team usage patterns. We identify what's broken, what's missing, and what's costing you jobs.
We map your service catalog, automation logic, integration requirements, and reporting needs. You review and approve the full plan before we touch anything.
We configure Housecall Pro, build automations, connect integrations, and migrate your data. Most implementations complete in 2–3 weeks depending on scope.
We run role-based training for office staff, dispatchers, and field technicians and deliver written playbooks and recorded videos they can reference independently.
At 30, 60, and 90 days post-launch, we review your job volume, average ticket, and close rates against baseline and make adjustments to keep performance improving.
Our implementations are built to deliver measurable impact on the metrics that actually matter to a home service business.
Barbara Lambert
Home 2 Home 4 Seniors
Kevin Duffy Jr.
Committed To Capital
Igor
All State Appliance Repair
Real stories from home service businesses that streamlined their dispatch, reduced admin overhead, and grew revenue with our tailored Housecall Pro consulting and implementation services.
AXIS Consulting was exactly what our organization needed. Their expertise with Asana, Jotform, and Zapier helped us eliminate repetitive tasks and improve collaboration across departments. The entire process was professional, efficient, and tailored to our goals. We continue to benefit from the systems they built for us.
Finding a partner who truly understands business automation is not easy, but AXIS Consulting exceeded our expectations. They integrated HubSpot, Calendly, and Aircall to create a seamless experience for our team and our clients.
AXIS Consulting helped us streamline our sales and operations by connecting Pipedrive, PandaDoc, and Zapier into one efficient workflow. The manual work our team was doing every day is now automated.
In one strategy call, we’ll identify exactly where your setup is leaving money on the table and show you how to fix it without rebuilding everything from scratch.
We audit your current setup, map your actual job workflow into HCP’s pipeline stages, configure your service catalog and pricing, build automation sequences for scheduling and follow-ups, connect QuickBooks and any third-party tools, and train your team to actually use the system. The goal is a Housecall Pro account that reflects how your business operates not a generic out-of-the-box setup your team ignores within 60 days.
Our Starter package completes in 5–7 business days. Complete Implementation takes 2–3 weeks. Advanced Automation takes 3–4 weeks. DIY setups typically take 2–4 months and usually result in a QuickBooks sync that doesn’t work, automations that were never turned on, and a dispatch board the team stopped using.
Yes and this is one of the most common reasons businesses come to us. QuickBooks integration issues in Housecall Pro are almost always caused by incorrect chart of accounts mapping, customer record mismatches, or tax code configuration errors. We diagnose and fix the root cause, not just the symptom.
Yes. Our Monthly Optimization Retainer clients receive proactive account monitoring, unlimited small change requests, priority support for sync issues, and quarterly KPI reviews. Most clients stay on retainer because their business keeps growing and the system needs to grow with it.
Absolutely. Most of our implementations are rebuilds, not new setups. We audit what’s configured, identify what’s broken or underused, and restructure the account to match how your business actually operates today.
HVAC, plumbing, electrical, pest control, landscaping and lawn care, pool service, appliance repair, cleaning services, roofing, and general handyman businesses. Each trade has different job flow, pricing logic, and dispatch patterns and we configure HCP accordingly.
Yes. We manage migrations from ServiceTitan, Jobber, FieldEdge, paper/spreadsheet systems, and other field service platforms. This includes customer record transfer, job history preservation, and service catalog mapping.
Yes. Housecall Pro supports multi-location operations with separate service areas, team management, and reporting per location. We design the account structure to give location managers visibility into their operation while keeping executive reporting consolidated.
Basic ($79/mo) covers core scheduling, dispatching, and invoicing for single operators or very small teams. Essentials ($189/mo) adds automations, estimates, and more reporting features the right fit for most growing businesses. MAX ($329/mo) unlocks advanced reporting, custom reporting, dedicated support, and enterprise features. We’ll help you select the right plan during the audit call most businesses are on a plan that doesn’t match their actual usage.
We establish baseline metrics at kickoff jobs booked per week, average ticket value, review count, QuickBooks reconciliation time, and admin hours per job. At 30, 60, and 90 days post-launch we review those metrics against targets and make adjustments. You’ll always know what improved and by how much.
