Housecall Pro

Capture the three plan cards with prices, below the segmentation quiz.

Capture the full feature-by-feature plan-comparison table.

Capture the free-trial entry point and what it asks for before creating an account.

Record the no-signup interactive product tour embedded on the electrical page, then capture anchor states. This is a distinct adoption wedge from the free trial.

Capture the add-on list (CSR AI, sales proposal tool, payroll, etc.) — this is monetization beyond the seat subscription, visible without a trial.

Capture the free electrical templates-and-calculators page used as a lead magnet.

Capture the revenue-estimate calculator entry point. Do not submit an email — it is a lead-capture form.

Capture testimonials, case studies, or ROI proof points shown on the marketing site.

Capture the plan-selection/signup entry point.

Record the signup progression from the first form through account creation.

Capture how the product learns what the business does.

Capture the first usable dashboard/workspace after onboarding completes.

Capture an incoming lead's detail view.

Capture what contact/qualification data is collected.

Capture how lead status/stage is represented.

Record converting a lead into an estimate or job.

If available, record an automated response happening, then capture the configuration/result screens.

Record creating an estimate end to end.

Capture the line-item builder for services and products.

Capture whether specific equipment (panel, breaker, charger model) is a structured object or just free-text on a line item — this determines what a Treehouse-generated BOM could actually write back.

Capture the point at which the estimator must already know the electrical answer. HCP prices what you tell it; it does not decide what the job needs.

Capture discount and tax handling.

Capture multiple options/packages on one estimate, if available.

Capture the contractor-facing preview of the estimate.

Capture the homeowner-facing preview of the estimate.

Capture the send-estimate action and confirmation.

Capture where the sales proposal tool is entered from, and whether it is gated by plan.

Capture what the proposal tool adds over a plain estimate — this is the core comparison for the proposal cluster.

Capture how tiered options are presented to the homeowner.

Capture how specific equipment is shown — images, specs, model numbers, or name only.

Capture optional add-ons a homeowner can select.

Capture whether rebates or incentives appear anywhere in the proposal. Expect absence — record that as a finding.

Capture whether financing and monthly-payment framing appear inside the proposal rather than only at payment.

Capture any explanatory content that helps a homeowner understand the work being proposed.

Record the homeowner accepting and signing a proposal, then capture the anchor states.

Capture what an accepted proposal creates inside HCP — the writeback path a Treehouse layer would need to mirror.

Capture the homeowner-facing estimate view.

Capture how a homeowner selects among options.

Record the signature/approval flow from the homeowner's side.

Capture how a technician/team is assigned to the job.

Capture attachments/photos on the job record.

Capture internal notes on the job.

Capture the customer-communication surface on the job.

Capture how the related estimate, invoice, and payment are linked from the job.

Record scheduling a job onto the calendar.

Capture assigning a technician to a scheduled job.

Capture route/geography visualization, if present.

Record the rescheduling interaction (drag/drop or equivalent).

Capture live technician status indicators.

Capture how office staff monitor jobs in progress.

Record opening an assigned job from the technician app.

Capture any checklist/forms the technician completes.

If available, record the technician creating an add-on estimate in the field, then capture the resulting screens.

Record the technician completing the job.

Capture the resulting completion state.

Capture financing options, if present at payment.

Capture the sales pipeline view.

Capture the open-estimates view.

Capture how unsold estimates are surfaced (or aren't).

Capture technician or business performance reporting, if relevant.

Capture the detail page of a key integration.

Capture accounting integrations.

Capture lead-source integrations.

Capture payments integrations.

Capture financing integrations.

If available, record the AI receptionist behavior unfolding, then capture its configuration/result screens.

If available, record automated scheduling behavior, then capture the configuration/result screens.

Capture any estimate-automation configuration/results.

Capture AI-assisted communications configuration/results.