Advice and answers from the Housecall Pro Team

Account Setup Guide

Follow this guide to get your 7 steps completed and account setup to 100%!

Erin avatar Christy Billings avatar
9 articles in this collection
Written by Erin and Christy Billings

Training Videos and Tutorials

View our catalogue of pre-recorded webinars and tutorials to help get you and your team trained and up and running.

Christy Billings avatar Jil Overstreet avatar Alyssa Moretti avatar +2
17 articles in this collection
Written by Christy Billings, Jil Overstreet, Alyssa Moretti and 2 others

Account Settings

Learn about your account settings, how to properly get your account setup

Christy Billings avatar Alyssa Moretti avatar Steven Stiriti avatar +3
11 articles in this collection
Written by Christy Billings, Alyssa Moretti, Steven Stiriti and 3 others

Jobs, Estimates, Events

All about creating, rescheduling, and assigning Jobs, Estimates, or Events.

Alyssa Moretti avatar Alexa Greenberg avatar Angel avatar +5
67 articles in this collection
Written by Alyssa Moretti, Alexa Greenberg, Angel and 5 others

Customers

Here is where you'll find articles and how-to's for managing your customers.

Taylor Morrison avatar Erin avatar Alexa Greenberg avatar +5
31 articles in this collection
Written by Taylor Morrison, Erin, Alexa Greenberg and 5 others

Recurring Service Agreements

How to set up agreements, add agreements to your customers and how to maintain recurring service agreements

Christy Billings avatar Liza Rapp avatar Katherine Scott avatar
10 articles in this collection
Written by Christy Billings, Liza Rapp, and Katherine Scott

Price List

How to set up your price list for the services that you provide.

HouseCallPro Bot avatar Alyssa Moretti avatar Angel avatar +1
8 articles in this collection
Written by HouseCallPro Bot, Alyssa Moretti, Angel and 1 other

QuickBooks Online

Get help with integrating HouseCall Pro with QuickBooks Online.

Christy Billings avatar Jil Overstreet avatar Kristine Casalla avatar +2
28 articles in this collection
Written by Christy Billings, Jil Overstreet, Kristine Casalla and 2 others

Payments

How Payments, Credit Card processing, invoice payments, and payment terms all behave in Housecall Pro.

Alyssa Moretti avatar Christy Billings avatar Angel avatar +6
31 articles in this collection
Written by Alyssa Moretti, Christy Billings, Angel and 6 others

Employees

Adding, managing, removing, or assigning jobs to an employee of yours.

Steven Stiriti avatar Christy Billings avatar Alyssa Moretti avatar +3
21 articles in this collection
Written by Steven Stiriti, Christy Billings, Alyssa Moretti and 3 others

Android Mobile App

How to use each of the mobile apps to effectively manage work while on the go.

Jil Overstreet avatar Nick Wildman avatar Alexa Greenberg avatar +1
24 articles in this collection
Written by Jil Overstreet, Nick Wildman, Alexa Greenberg and 1 other

iOS Mobile App

Everything you need to take advantage of your mobile app for iPhone

Jil Overstreet avatar Michael Storer avatar Alyssa Moretti avatar +3
29 articles in this collection
Written by Jil Overstreet, Michael Storer, Alyssa Moretti and 3 others

Online Booking

Setting up Online Booking to let consumers book you for jobs without having to pick up the phone.

Alexa Greenberg avatar Alyssa Moretti avatar Christy Billings avatar +3
13 articles in this collection
Written by Alexa Greenberg, Alyssa Moretti, Christy Billings and 3 others

Notifications

Notifications throughout the system, explained.

HouseCallPro Bot avatar Alyssa Moretti avatar Erin avatar +2
13 articles in this collection
Written by HouseCallPro Bot, Alyssa Moretti, Erin and 2 others

Company Dashboard

The main view into your business. Each section, explained in depth here.

Jil Overstreet avatar Alexa Greenberg avatar HouseCallPro Bot avatar +3
15 articles in this collection
Written by Jil Overstreet, Alexa Greenberg, HouseCallPro Bot and 3 others

Tech Support Tips

Tips and Tricks to help resolve any technical issues you may be having.

Alyssa Moretti avatar Adam Perry-Pelletier avatar
3 articles in this collection
Written by Alyssa Moretti and Adam Perry-Pelletier

Marketing

Tips & Tricks for how to drive repeat business from previous customers of yours.

Alyssa Moretti avatar Christy Billings avatar Jil Overstreet avatar
11 articles in this collection
Written by Alyssa Moretti, Christy Billings, and Jil Overstreet

Google Calendars

Integrating Housecall Pro with Google Calendar.

Christy Billings avatar
3 articles in this collection
Written by Christy Billings

Housecall Pro Subscription Billing

Answers to questions you may have about your Housecall Pro subscription.

Alyssa Moretti avatar Erin avatar Steven Stiriti avatar +1
6 articles in this collection
Written by Alyssa Moretti, Erin, Steven Stiriti and 1 other

App Store

Learn about the app store

Katherine Scott avatar Jil Overstreet avatar
2 articles in this collection
Written by Katherine Scott and Jil Overstreet

Tasks

How to use tasks to keep track of day to day duties

Christy Billings avatar
2 articles in this collection
Written by Christy Billings

Home Cleaning Pros

View our collection of tutorials specifically designed for Home Cleaning Professionals

Laura Fonseca avatar Collin Oberto avatar Taylor Morrison avatar
3 articles in this collection
Written by Laura Fonseca, Collin Oberto, and Taylor Morrison

Plan Onboarding

Resources specific to your Housecall Pro plan

Taylor Morrison avatar
1 article in this collection
Written by Taylor Morrison