The HindSite Solution

4 / 5 20 reviews

Who Uses This Software?

Service contractors struggling to get control of their business, or grow their business to the next level, especially those dealing with intense amounts of paperwork pains, with 5-20 trucks.


Average Ratings

20 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $99.99/month/user
  • Pricing Details
    Setup fee: $499.99 $99.99 each for the first 2 users, $49.99 for addl.
  • Free Demo
  • Deployment
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • HindSite
  • www.hindsitesoftware.com
  • Founded 2001
  • United States

About The HindSite Solution

HindSite's HVAC service software is designed to make you more efficient. HindSite includes marketing, sales and estimating, scheduling, routing, field data collection, billing, reporting, customer communication and GPS tracking features designed to help you grow your HVAC business.


The HindSite Solution Features

  • Billing & Invoicing
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Maintenance Scheduling
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management

The HindSite Solution Reviews Recently Reviewed!

Quite frankly, I couldn't imagine doing my job without this software. It is a must have for service

Sep 20, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The support staff is phenomenal, they are always helpful and informative, and are never afraid to admit if they need help from a superior. I have had great experiences with every level of personnel they have. The software itself is very thorough, almost overwhelming, without a little direction. The ease of scheduling and ability to customize to your own specific requirements is great, and the integration with QuickBooks makes invoicing mostly a breeze. The contracts and marketing aspects which tie everything together really make it a must have for any service based company, especially in their industry-specific niche. Keeping track of parts & products for billing and inventory is SO easy.

Cons: Not cloud or web-based: lose power at the office, and the mobile techs can be at a loss. So many options and features make development a little slow, and tweaking existing products to perfection is can be hampered by new feature additions. Sometimes contract labor conversions to QuickBooks invoicing can be glitchy.

Overall: Overall my experience has been great. The staff and HindSite really support their product to the best of their abilities, and their attitude makes the small nuances in the software easy to overlook.

Great at dispatching and service.

Jul 05, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Great product for service companies. People are very nice and they are responsive.

Pros: Great product for dispatching and service work. The routing functionality is easy. There are tools for setting up recurring service tasks.

Cons: Statistics are slim, I wish the features to track salesmen was more robust and functional - they are working on it, but it has been a long time coming.

Sales Manager

Jun 06, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Stores a lot of information and is great for billing. Also helps keep reoccurring jobs lined up and easy to look up

Cons: Almost has too many options and also the field Ap doesn't always work. Also adding materials on a job isn't always easy

Good but has limitations

Dec 13, 2016
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: We use it to run our irrigation company. It works great for what it does. We would like to see more features.

Pros: Very good at scheduling service trucks with as little windshield time as possible. Also very good at tracking work orders and time for billing.

Cons: Reports are on the weak side and marketing aspects could be stronger.

Recommendations to other buyers: If you want to schedule multiple trucks efficiently and invoice accurately then this might be for you.

Hindsite Solutions

Nov 11, 2016
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: I have never used this software in the field but the demo was very impressive and I think that some companies would definitely benefit from this software.

Pros: ease of use

Cons: does not really fit my industry

Lots of features

Jan 23, 2016
3/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support

Comments: Complicated setup. Support staff friendly and helpful during business hours. No support or manuals after hours. I received a notification they are starting a forum for clients bit still very little information available.

This product has every bell and whistle with no user manual or searchable help center

Sep 29, 2015
2/5
Overall
1 / 5
Ease of Use
3 / 5
Customer Support

Comments: This product has every bell and whistle with no user manual or searchable help center. It is not for the company that doesn't have a dedicated office person who only schedules and bills. If you have many crews and dedicated full time office staff, it may be for you. The one on one support comes from very nice, helpful staff, but that is really the only help you can get, as long as it is during business hours through a call back system. If it is after hours and you can't find the solution sitting through an outdated video, too bad. And with a program this immense and intense, that is pretty pathetic. I believe the program has great capabilities, but it is not user friendly

Satisfied Customer

Jun 10, 2015
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: They are very helpful. Customer service is always willing to help.

Cons: Sometimes there are glitches in the product but they are quick to resolve the problems.

Recommendations to other buyers: Very user friendly and you can work toward a paperless office. It works well with Quickbooks. You should always take into consideration the support offered after the sale.

Saves time for both technicians and office staff.

Jan 14, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This software has the ability for technicians to web sync while in the field. This means if the office changes the schedule they can see the changes. Also if the tech is running ahead or behind of schedule there is real time updates and then can be adjusted saving tons of time and definitely money. The developers are constantly improving the software by updating reporting features or adding programs such as Hindsite Connect. Having the ability to email customers confirmations and marketing material directly from the software will save time since we will not have to export and sort the information in another program.

Solid Product Management

Jan 06, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This product is extremely useful for coordinating multiple projects and completely our tracking and billing tasks. The UI is very easy to learn and to train others on. Would recommend this product highly.

Should've started with Hindsite in hind sight!

Jan 06, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Hindsite Software is an amazing tool for any company in the service industry. I recommend this to any business owner looking to streamline their operations. It is truly a complete solution for project management.

The product also comes with excellent customer support and a free training session. There isn't anything else you can ask for from this software.

Hindsite made life easy

Jan 06, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our landscaping company was restricted from growing due to our systems. With hindsite not only could we grow, but we could leave the office to one or 2 people while everyone else was out taking care of customers, finding new leads, etc.

Long Time HindSite User

Nov 12, 2014
5/5
Overall
3.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: They are normally very good about personal service. You talk to real people and get help for your problems instead of google searching or hunting through an online manual. This is all included in their price.

Cons: The company has made the mistake a few times of releasing updates that have a ton of bugs and have caused a lot of grief and cost us money. They are always good about helping, but I stay away from their cutting edge at this point.

Recommendations to other buyers: We've watched the company grow from 3 to 30, and I am always looking at other software and operations around the green industry. If you are looking for construction software, this may not be your best solution, but if you are looking for service or maintenance, I think you will be hard pressed to find better, and no matter what, you won't find better people.

Feb 22, 2012
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support

Comments: The HindSite Solution has been a wonderful addition to our company. With the ease of invoicing and scheduling, it has made an overwhelming improvement to our bottom line. Instead of printing multiple work orders for each crew we can now click a button and the work orders are sent out to each crew foreman's net book. We have been using HindSite for three years now, the first year we only used it with our irrigation department. After seeing how the program worked we added three of our other crews to the system. This year we will have the entire company using HindSite, from our install crews to our mowing/maintenance crews.

Feb 01, 2012
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support

Comments: The way we can customize our company with Hindsite Solution is great! It makes everything much better to manage. Hindsite Solution has many things to offer a company. Whenever we have a request or issue it is responded to very quickly. Mike V is awesome!

Hindsite Great for Service Related Industries

Dec 06, 2011
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: The biggest PRO I think HindSite offers is the CUSTOM REPORTS - you can pull just about any report needed for about any situation for any data captured. Another favorite feature is ADD-A-NOTE. This lets you attach a note to the customer (ie. calls made to or received from) and keeps it with that contact. SPECIAL NEEDS is an amazing feature for the office personnel to allow them quick information about a customer such as "HIS name is Kelly, HERS is Jean" or "Must pay past due balance prior to scheduling next service". Then there's PDA SPECIAL NEEDS is great for service technicians. It's a special 'pop-up message' that appears as they time in to a job and allows us to warn technicians for items such as Dogs, warranty void, or other items that only pertain to that particular customer. REMINDERS is another one of my favorite features for tasks you don't want to forget for the future. HISTORY keeps all data at your fingertips for all services rendered. There are MANY more benefits too!

Cons: If you want to review work schedules from a past dates, you will only be able to view the data that exists with current employees who are licensed. All of the data for each customer still exists in the HISTORY, it¿¿¿s just that you cannot expect all the appointments to be in a screen where you can view the schedule ¿¿¿as it was¿¿¿ from a past date. The exception to this would be if you retain the same staff/licenses. Moving appointments or changing from one date to another is very easy - sometimes too easy. If you're not careful it's possible to accidently relocate a scheduled appointment to a date or time that wasn't intended.

Overall: We contiue to be grateful for all the details that Hindsite has allowed us to manage for our business. Our customers also find GREAT value in the fact that they can call the office and get highly detailed answers from office staff very quickly and efficiently (thanks to the HISTORY feature). As an office administrator, scheduling multiple technicians for multiple services (estimates, repairs, installations etc.) has become MUCH easier with HindSite Software. Using HindSite software in conjunction with a mapping software allows us to schedule appointments much more efficiently by location, eliminating a great deal of drive time. Many service related industries can benefit from HindSite. If you're IN to details, HindSite is the program for your business. There are many ways to track time records for employees and several mapping features that are sure to be helpful.

Foundation of a service business

Dec 02, 2011
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: Connects with Quickbooks well. Scheduling. Tracks all time and parts in the field. Spectacular support and people.

Cons: Routing is a little week and can bounce around a bit as more jobs are added to a schedule.

Overall: Great product and people. If you have more than 5 technicians and a person in the office this product will pay for itself twice in the first year easily.

Hindsite Software is the BEST service business solution

Dec 01, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Ability to websync service tech. invoices from the field back to the office in real time. Has great lightning fast connection with quickbooks software. No more double data entry for the office. Everything from parts to labor to service plans are entered by our technicians in the field using a droid phone or netbooks and there data is sent back to our office via the web in seconds. We click one button and the invoices are already done in quickbooks. They are emailed out the same day from our office. It has done away with paper invoices at our office. No more squinting and trying to read your technicians chicken scratches which is suppose to pass as handwriting. Has fantastic search query ability. I can search the Hindsite database by phone, address, first or last name or any other field in the database. The database functionality is fantastic. Easily export data files to excel for an email broadcast or voice phone broadcast. Hindsite has revolutionized our business!!!!!

Cons: None that I can think of. It is a terrific product and I am a raving fan!

Overall: I rate Hindsite as an A+ product. It is sensational in how it functions and there customer support is beyond tremendous! There is always a learning curve with any new software but our office manager and myself picked it up very quickly. We manage over 4,500 customers. My office manager has said he will quit if I ever quit using Hindsite. It is that good!

Hindsite is an incredible tool for mobile services

Nov 07, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: HS is extremely versatile.
Scheduling jobs is easy.
Mapping helps you route techs.
Word and Excel merge provide you with custom sign-offs, quote sheets, etc.
Picture assessments help me document "before and after"
Assessments ensure my techs record the appropriate data so I don't have to go back.
HS changed the way I run my business
Every year HS gets better and more useful

Cons: This is not really a con, but...
You get what you give! If you don't spend the time rethinking your business and exploring the capabilities of HS (or any other solution) you'll get what you deserve- we'll, maybe a little more. HS has a lot to offer, but you'll have to work a bit to make it the incredible tool that I believe it is. Don't get me wrong- you can be up and running in short amount of time and you'll be better off than using a white board or a spread sheet. But is that all you want?

Overall: HS is not just a product, but a solution to much of what ails a mobile service group. If you work on it and use it and work on it again, before long you'll be amazed at what you can achieve. HS can give you back your sanity. I doubt your hair will grow back, but you'll stop pulling it out.
HS has some of the best support guys out there. They are friendly and helpful and they don't let you down. I've worked with HS for several years now and I'm a bigger fan every year. If you run a mobile service business I'm sure you'll find The Hindsite Solution fits your needs.

Sep 27, 2011
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support

Comments: I have used HindSite for many years. I would consider it the best program for a service company. It's easy to use and cuts down on office time and man hours in the field, which in turn makes you more money with your existing customers.