help.housecallpro.comHousecall Pro Help Center

Go to Housecall Pro English ; English Go to Housecall Pro English ; English Advice and answers from the Housecall Pro Team I’m Just Getting Started Designed for beginners, follow this guide to get your account setup and start scheduling your jobs! 6 authors 16 articles MAX Starter Kit Work your way through this module one step at a time to get started with your new XL Plan. 4 authors 12 articles What’s New Updates from Housecall Pro 2 authors 4 articles Account Settings Learn about your account settings, how to properly get your account setup 10 authors 23 articles Billing Answers to questions you may have about your Housecall Pro subscription and billing. 4 authors 9 articles Import & Export your Data Learn how to import and export your data into Housecall Pro 6 authors 13 articles iOS Mobile App Everything you need to take advantage of your mobile app for iPhone 5 authors 35 articles Android Mobile App How to use each of the mobile apps to effectively manage work while on the go. 5 authors 24 articles Company Dashboard The main view into your business. Each section, explained in depth here. J J 6 authors 23 articles Customers Here is where you’ll find articles and how-to’s for managing your customers. O 9 authors 28 articles Calendar This collection covers everything you need to know or may have questions about regarding your calendar. 3 authors 12 articles Jobs, Estimates, Events, & Sales Proposals All about creating, editing, sending and assigning jobs, estimates, events, and sales proposals. 13 authors 91 articles Multi-day Job Appointments Multi-day Jobs Appointments is currently in Beta Testing 2 authors 2 articles Voice Learn how to use our voice features in our Voice solution. 2 authors 37 articles Fleet Management Learn how to use Vehicle GPS Tracking powered by Force Fleet Tracking 2 authors 6 articles Service Plans Create, maintain, send, and cancel recurring service plans otherwise known as Maintenance Plans, Planned Maintenance Programs, Care Clubs and Membership Plans. 5 authors 35 articles Pipeline Learn how to use Pipeline and Customer Intake. K 5 authors 15 articles Payments How Payments, Credit Card processing, invoice payments, and payment terms all behave in Housecall Pro. 10 authors 69 articles HCP Money W L 6 authors 19 articles Reporting Reporting in Housecall Pro empowers you to build the reports you actually want, rather than having to settle for cookie cutter reports pre determined for you. J 4 authors 22 articles Invoicing 1 author 3 articles Price Book Learn how to set up your Price Book for the services and materials that you provide 6 authors 32 articles Price List How to set up your price list for the services that you provide. 5 authors 10 articles Employees Adding, managing, removing, or assigning jobs to an employee of yours. 7 authors 28 articles Notifications Notifications throughout the system, explained. M 4 authors 16 articles Tasks How to use tasks to keep track of day to day duties 1 author 2 articles App Store Learn about the app store 5 authors 43 articles Online Booking Learn everything there is to know about setting up your online booking and optimizing your online booking experience for your customers 9 authors 15 articles Customer Portal Learn about the tool for your customers to self-serve information on your history with them 1 author 2 articles Marketing Learn how to leverage your marketing tools from within Housecall Pro. We will share tips & tricks for how to drive repeat business and referrals. 6 authors 16 articles Job Inbox Get jobs, leads, and opportunities delivered right to your Housecall Pro inbox 3 authors 14 articles QuickBooks Online Get help with integrating Housecall Pro with QuickBooks Online. B 17 authors 96 articles Checklists Create and save Checklist Templates that you can add to jobs which must be completed by employees before they can mark a job as finished. 2 authors 7 articles Reviews 4 authors 14 articles Website Builder Housecall Pro is no longer offering new subscriptions to our legacy Website Builder Product. If you currently have a Website Builder site from Housecall Pro, your site will continue to be supported. You may use this help article to find helpful information and resources related to your Website Builder site. If you are interested in a new website, check out our brand new offering, Websites by Housecall Pro! 2 authors 9 articles Websites by Housecall Pro Let our team of experts build a professional and integrated website for you that attracts and wins customers through engaging digital experiences 2 authors 4 articles Google Calendar Integrating Housecall Pro with Google Calendar. 2 authors 4 articles Housecall Pro Training University Training courses for those looking to get started with Housecall Pro or looking to optimize their most powerful tools! 1 author 5 articles HVAC Getting Started Guide Designed specifically for Heating & Air Conditioning pros to get up and running with Housecall Pro quickly 1 author 15 articles Property Profile 2 authors 3 articles Spanish - Español Consulta nuestra colección de tutoriales en español. 3 authors 8 articles Superpro 1 author 9 articles Tech Support Tips Tips and Tricks to help resolve any technical issues you may be having. 5 authors 6 articles XL Advanced In this series we are going to take things up a notch and introduce tips, tricks, and favorite strategies for fully utilizing your HCP account. 1 author 17 articles HCP Coach 1 author 1 article Business Financing 1 author 2 articles HCP Assist Your space to find answers to your questions for HCP Assist! K A 3 authors 5 articles QuickBooks Online: Set Up 1 author 3 articles Housecall Pro Accounting M 1 author 1 article New Online Booking Give customers a way to book jobs and estimates to your calendar from any device, 24/7 2 authors 8 articles Payroll Pay your employees and contractors right through HCP Payroll A 4 authors 14 articles Benefits 1 author 2 articles Twilio 10DLC Registration J 1 author 2 articles Google Integrations Google LSA and Reserve with Google 3 authors 7 articles Housecall...