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%!

9 articles in this collection
Written by Christy Billings and Erin

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.

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18 articles in this collection
Written by Christy Billings, Alyssa Moretti, and Alexa Greenberg and 2 others

Account Settings

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

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11 articles in this collection
Written by Alyssa Moretti, Monica Bradley, and Steven Stiriti and 3 others

Jobs, Estimates, Events

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

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66 articles in this collection
Written by Taylor Morrison, Erin, and Christy Billings and 4 others

Customers

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

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27 articles in this collection
Written by Alexa Greenberg, Christy Billings, and Jil Overstreet and 4 others

Price List

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

7 articles in this collection
Written by HouseCallPro Bot, Jil Overstreet, and Alyssa Moretti

QuickBooks Online

Get help with integrating HouseCall Pro with QuickBooks Online.

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27 articles in this collection
Written by Erin, Kristine Casalla, and Christy Billings and 2 others

Payments

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

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27 articles in this collection
Written by Rickey Morton, Erin, and Christy Billings and 5 others

Employees

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

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21 articles in this collection
Written by Steven Stiriti, Jil Overstreet, and Alyssa Moretti and 3 others

Android Mobile App

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

21 articles in this collection
Written by Jil Overstreet and Alexa Greenberg

iOS Mobile App

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

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27 articles in this collection
Written by Jil Overstreet, Alyssa Moretti, and Christy Billings and 1 other

Online Booking

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

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13 articles in this collection
Written by Alyssa Moretti, Alexa Greenberg, and HouseCallPro Bot and 3 others

Notifications

Notifications throughout the system, explained.

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13 articles in this collection
Written by Christy Billings, Alyssa Moretti, and HouseCallPro Bot and 2 others

Company Dashboard

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

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15 articles in this collection
Written by HouseCallPro Bot, Erin, and Christy Billings and 3 others

Tech Support Tips

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

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

Marketing

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

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

Google Calendars

Integrating Housecall Pro with Google Calendar.

3 articles in this collection
Written by Christy Billings

Housecall Pro Subscription Billing

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

5 articles in this collection
Written by Steven Stiriti, Christy Billings, and Erin

App Store

Learn about the app store

1 article in this collection
Written by Jil Overstreet

Tasks

1 article in this collection
Written by Christy Billings