vCita is terrific for home-service companies
August 10, 2018

vCita is terrific for home-service companies

Christopher Cater | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with vCita

Teach Me Tech uses vCita as the main CRM system for the company. We use it to hold customer information like phone number, address, work history, and payment information. It also is our deployment software. When it’s time for a job the dispatcher will look to the software to inform the tech where the next location is. Lastly, the client's schedule works through the software as well.
  • Allows customer service to send links to schedule an appointment for a particular service
  • Allows the client to pay in multiple ways after service
  • Send SMS reminder to tech and client for appointments
  • I would like more visual customization for the invoice
  • I would like to customize the booking pages whenever a link is sent out or the page is embedded on the company website
  • I would like all payments to be attached to a particular job instead of showing as just a payment for a customer
  • The software allows easier payments for my company
  • I wish the reporting were better but offers a basic overview of finances
  • The ability to track previous work is very important to me
I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.
I find that vCita works great for our needs as a home services company. I would like some more integration on the CRM side and the ability to put in more customer information like communication history and a better tagging system.

vCita Feature Ratings

Customer data management / contact management
8
Workflow management
8
Email marketing
8
Billing and invoicing management
10
Reporting
8
Custom fields
8
API for custom integration
Not Rated
Role-based user permissions
10
Mobile access
10