Every feature in HoundBell

Capture

Capture leads from your website

Build your form in the app and watch it update live as you type. Publish once, and every edit streams to your site instantly.

Forms ask only what applies. On Growth and Scale, show a field only when an earlier answer calls for it: a pet-details box when they check “I have pets,” an insurance question when they pick “storm damage.” Pick-many checkbox groups are on every plan, with the same looks as pick-one: cards with icons and subheadings, tiles, pills, or a grid. And one form runs anywhere with one line of code: Wix, Squarespace, Webflow, Shopify, GoDaddy, WordPress, or any custom site. On WordPress there is also an optional one-click plugin.

• Late cancel fee. Set the fee and the window; the client’s own page warns them once and charges the card on file, and the policy line sits right on the booking pass.
• A location stamp at clock in and out. Only at the tap, never tracking: Timesheets shows “at the job” or the distance beside each punch, and the payroll export carries it.
• Pay by percent of the job. A fourth pay type: the person gets their percent of each job’s price, split by hours when two share it, carried to payroll exports and job costing.
• At the house, as fields. Key, lockbox, gate and alarm codes, pets, products, allergies, parking: set slots on the client card, shown to the crew in the same order every visit. Codes show on the crew’s pass only.
• Checklists on the pass. Every service can carry a checklist; the crew ticks items off as they go and finished items show on the client’s report card as “What we did.”
• Every client gets their own page. One magic link to see upcoming visits, ask to move one, pay invoices, update their card, and read their report cards. No login, no password.
• Charge the card when the job is done. Done bills the visit on its own: the card on file is charged and the receipt goes out, or an invoice with a pay link is emailed when there is no card.
• Tips on the receipt. A tip box on the paid page, recorded against the invoice and the crew member, with a Tips column on the payroll exports.
• The job receipt. Every finished job can hand the client one dated page: the booked and done stamps, the crew’s note, the checklist, the before-and-after photos. Open it or send it from the booking; the link rides on the invoice.
• The Home Record. Clients get one page that remembers every job at their home, with a code sign-in and a Book again button. Each business sees only its own work.
• A proof line on the booking page. “Answered in 2 minutes” or “4 jobs done in the last 30 days”, stamped from your real activity, never typed.
• Week and Day views. Seven day columns over hour rows, every booking sized by its duration and colored by its state, two jobs at the same hour side by side, a red now line on today, and a Day view with one lane per crew.
• The booking pass. Your hosted booking page is built around a ticket that fills itself in as the client chooses, in plain words, with the price and one Request my booking button.
• Instant price before they book. Bedrooms, bathrooms, square feet, add-ons, frequency discounts, zip codes and promo codes: the page totals it live, and the server runs the same math on submit.
• Industry templates. Ready-made forms and pipelines for cleaning, landscaping, roofing, plumbing, home services, pet waste removal, auto detailing, and marketing agencies, with more shipping regularly.
• One shortcode, always current. Paste the form shortcode into your site once. Every Save & publish updates the live form instantly, with nothing to re-paste.
• Your look, not ours. Fonts, colors, button styles, and corner roundness match your website. Forms render in your theme, not in an iframe.
• Marketing attribution, automatically. Every lead a
• Build it with me. Five pla
• One document header. Invoices, quotes, agreements, change orders and statements share a clean printed-invoice shape: your logo or wordmark, the document name, your business details, and the amount on a tinted row. The first email for each carries the same letterhead.
in questions and the form is made: the right fields for your trade, the look you picked, the price book wired in. No field types, no settings.
• One at a time. A fourth form look: every question is its own screen with a progress bar, on your website, the hosted page, and WordPress alike.
rrives knowing which ad, search
• Capacity, not one-job-at-a-time. Tell HoundBell how many jobs you can run at once (or let it co
• Client replies reach the truck. When a client texts back and has a job today or tomorrow, the crew on it gets the message as a push, and their pass shows a “Grace says” strip. Two-way, with nobody in the middle.
unt your crews) and a time stays open until you are actually full. The booking page, your forms, and the receptionist all follow it.
• Pause for the season, restart on its own. A repeating plan pauses to a date; two weeks before, the client gets “Ready to start again?” and one tap books their old spot. Snow, lawn, pool, seasonal cleaning: the loop closes itself.
, or referring site sent it. No cookies, nothing to configure.
• Smart phone fields. A country code menu validates numbers before the form submits, and US numbers format themselves as (555) 123-4567.
• Serious spam protection. A hidden honeypot catches bots, rate limiting blocks floods, and smart screening refuses impossible names and emails outright. Suspicious-but-possible entries arrive tagged possible-spam, so a real customer is never lost.
• Quick adds. One-click building blocks: a booking calendar, a services dropdown wired to pricing, a “How soon do you need this?” question, and a text-consent checkbox.
• Forms that look designed out of the box. Service cards with icons and prices, sizes as tiles, extras with price badges, and a running total while the visitor picks. Three looks to choose from.
• A hosted link for every form. No website? Every form gets its own hosted page you can text, post, or print on a flyer.
• Instant estimates. Show a price range on the form itself, computed from your services list, before you ever pick up the phone.
• One services and prices list. Set a price once and it flows to your booking page, forms, quotes, deposits, and the receptionist.
• Six one-tap themes. Clean blue to bold dark: one tap restyles the whole form, and the same themes now dress your booking page and gift card page. Everything stays adjustable.
• Ad tracking that counts. Paste a GA4 ID once and every booking and form submit fires a conversion event; each form can send visitors to your own thank-you page so Google Ads goals count it.
• Customers and contacts, not just deals. Mark anyone a customer, keep a mailing list as contacts, and Move to sends selected leads to any stage, Customer, or Lost in one tap. Imports ask what the list is, so mailing lists stay off the board.

Convert

Pipelines that keep every deal moving

Stages you define, leads you drag. Multiple pipelines for multiple service lines, and every stage change feeds your revenue numbers on its own.

• Won, celebrated properly. Dropping a deal on Won pops a congratulations window with a prewritten thank-you email, your Google review link included, ready to send or edit on the spot.
• Lost, learned from. Lost deals ask why, with the reason saved to the client’s record, so you can see patterns in what slips away.
• Scheduling stages. Mark a stage as a scheduling stage and dragging a lead there opens the booking window, prefilled.

Get paid

Quotes clients accept from their phone

Itemized line items, sent by email, accepted or declined on a secure page with no login required. The deal value updates itself when they accept.

• Automatic follow-ups, on every plan. An unanswered quote gets a polite nudge on day 3 and day 7 by itself, and the chasing stops the moment your client answers. On by default, off with one click.
• A Recommended pick on Good, Better, Best. Mark the option you would choose; the client’s page carries the badge, and a $0 line reads Included.
• One-click reminders. Nudge a quote manually any time, with a 24-hour politeness guard so you never double-nudge.
• “Viewed but silent” is a signal. Status tracking runs from draft to accepted, so you always know which quotes deserve a follow-up.
• Speak the job. Describe the work out loud and a priced quote draft appears, built from your services list. Edit, then send. Contractors love it between site visits.
• Good, Better, Best. One switch turns a quote into three options. Your price book fills every tier, each tab shows its total, and the client picks from their phone with Better marked Recommended. The pick becomes the quote, so the invoice and the agreement follow it.
• Your price book, loaded once. Bring it in from a spreadsheet (csv or xlsx, columns matched, merged by code), edit every line and tier in Settings, and drop priced lines into quotes, invoices and agreements from a searchable picker. One tap, All three, fills a Good, Better, Best quote from an item’s tiers.
• Book it when they say yes. An accepted quote becomes a booking in one dialog, with an optional quote deposit. Or send a pick-a-day link and the booking page arrives prefilled with their quote.
• Preview, print, edit. See any quote or invoice exactly as the client will, marked Preview, not sent. Print or save a PDF in one click, drafts included, and reopen any draft with Edit draft.
• Attach the paperwork. Up to five files on any quote, invoice or agreement: the spec sheet, the photo, the permit. The client’s page lists them; emails link to the page instead of attaching bytes.
• Am I charging enough? One press on any quote line shows your own closed average and the trade’s anonymous range, with a Use price button. Nobody sees your name or your quotes; only the range.

Get paid

Invoices that collect the money

Connect Stripe once and every invoice gets a Pay Now button, powered by Stripe, with money going straight to your bank.

Autopay on recurring invoices. The client saves a card once, kept by Stripe on your connected account, and every future invoice pays itself. Receipts carry a one-click Stop link, you can turn it off from the client’s card, and a declined charge falls back to a normal Pay now email with an alert to you.

• Other ways to pay. Zelle, check, cash, Venmo: your instructions appear on every invoice alongside card payment.
• Recurring invoices, your rules. Repeat every so many weeks, months or years; end never, after a count, or on a date; due so many days after each copy. Each one emails itself, or saves as a draft with a push so you review it first. The list says it in words: every 2 months, 3 of 6 sent.
• Cash or check discount. Turn it on and every invoice shows two prices: $1,030.82 by card or $1,000 by cash or check. The legal shape of a card fee in every state, frozen when the invoice goes out so a settings change never moves a sent one.
• “You got paid!” Every payment sends you an email and a phone push the moment it lands. Clients get a branded receipt.
• Reminders with manners. Unpaid invoices get an automatic nudge on day 3, day 7, and one more the day after they go overdue, stopping the moment the money lands. One-click manual nudges stay, guarded against over-sending.
• Sales tax, tracked and frozen. Set your rate once; every quote and invoice carries it, and the numbers on a sent document never shift under you.
• The “I sent it” button. Cash, check, Zelle, Venmo, or e-transfer: the client taps one button on the pay page and you confirm the payment landed.
• Bring your own Square. Already on Square? Connect it and keep taking cards the way you always have. HoundBell adds nothing on top.
• Gift cards (Growth and up). Sold from your own page on your own Stripe account, emailed as a code, redeemed on any invoice, tracked in Books.