Jobs, Estimates, Events

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

+3
64 articles in this collection
Written by Alyssa Moretti, Alexa Greenberg, and Andrea L. and 3 others
Invoices

How to send an invoice from the web portal?

Learn how to send an invoice from the office
Written by Alexa Greenberg
Updated over a week ago

How do I delete a line item on an invoice?

Delete an item that no longer needs to be included in an invoice
Written by Alyssa Moretti
Updated over a week ago

How do I add a line item to an existing job?

Enter additional line items after a job has already been created
Written by Alyssa Moretti
Updated over a week ago

How do I copy job information to a new invoice?

Create a new invoice by copying the job information from an existing one or from a segment in a job.
Written by Alyssa Moretti
Updated over a week ago

How do I change an invoice or estimate number?

Adjust an invoice or estimate number with ease
Written by Alyssa Moretti
Updated over a week ago

How do I mark multiple invoices 'paid' at once?

Batch and take payment for multiple invoices at once.
Written by Andrea L.
Updated over a week ago

How do I send batch invoices to a customer?

Batch and send invoices to your customer for them to pay for multiple jobs at once
Written by Andrea L.
Updated over a week ago

How do I send photos or documents to my customer?

Choose which attached files you would like to send to your customer with their invoice or estimate
Written by Alyssa Moretti
Updated over a week ago

How to I adjust my invoice settings?

Customize which information is displayed on your invoice
Written by Alyssa Moretti
Updated over a week ago

How do I print an invoice?

Written by Jil Overstreet
Updated over a week ago

What is the send for sign off payment option?

How does a customer pay using the consumer app.
Written by Christy Billings
Updated over a week ago

How do I add a custom message to an invoice?

Where to keep custom field information like purchase order, license & serial numbers
Written by Alexa Greenberg
Updated over a week ago

Custom fields, invoicing, messaging, etc

Written by Erin
Updated over a week ago
Jobs

How do I schedule a job?

Create a job, add it to your calendar and dispatch it out to your employees
Written by Alyssa Moretti
Updated over a week ago

How do I create a recurring job?

Set the schedule once for jobs that repeat at a regular interval
Written by Alyssa Moretti
Updated over a week ago

How do I add segments to a job?

Schedule multi-day jobs, jobs that require a deposit or more than one visit and/or payment
Written by Alyssa Moretti
Updated over a week ago

How do I delete a job?

Remove an unwanted job from your schedule
Written by Alyssa Moretti
Updated over a week ago

How do I delete a recurring job?

Remove a single visit in a recurring job or the entire series
Written by Alyssa Moretti
Updated over a week ago

How do I delete a multi-segment job or multi-option estimate?

Delete a job or estimate with multiple portions
Written by Alyssa Moretti
Updated over a week ago

How do I delete an unscheduled job?

Remove an unscheduled job from your account
Written by Alyssa Moretti
Updated over a week ago

How do I unschedule a job or estimate?

Pull a job or estimate off of your calendar while keeping the information intact
Written by Alyssa Moretti
Updated over a week ago

Can I make changes to my recurring jobs?

Adjust the entire series of jobs or a single visit
Written by Alyssa Moretti
Updated over a week ago

How do I add or reassign an employee to a job after it has been scheduled?

Assign one or multiple employees to a job after it has been created
Written by Alyssa Moretti
Updated over a week ago

How do I enter a job that was done in the past, but is not entered into Housecall Pro?

Retroactively enter jobs that have already been completed
Written by Alyssa Moretti
Updated over a week ago

How do I create a recurrence from a job that has already been scheduled?

Set a job to reoccur in the system, after it has already been scheduled as a one time visit
Written by Alyssa Moretti
Updated over a week ago

How do I convert a job back to an estimate?

A job was created when an estimate should have been, do I need to start over?
Written by Alyssa Moretti
Updated over a week ago

Why can't I convert my job to an estimate?

Reasons your job is not eligible to be converted to an estimate
Written by Alyssa Moretti
Updated over a week ago

I accidentally deleted/cancelled a job, how do I restore it?

restore deleted job, restore cancelled job, restore job
Written by Alexa Greenberg
Updated over a week ago

How do I add a note to a job?

Where and when you can enter job specific notes
Written by Alyssa Moretti
Updated over a week ago

How do I add attachments to a job or estimate?

Easily keep track of additional documents and photos by attaching them to the job or estimate they correspond with
Written by Alyssa Moretti
Updated over a week ago

How do I change the address of a job I already created?

Change the location of a job without starting over
Written by Alyssa Moretti
Updated over a week ago

How do I set an arrival window?

Give your customers a window of time for your arrival to the job
Written by Alyssa Moretti
Updated over a week ago

How do I clock in/out from the mobile app?

Track how long you're at each job with the click of a button
Written by Alyssa Moretti
Updated over a week ago

I accidentally clicked 'On My Way.' Can I undo this?

Remove the 'on my way' stamp so you can press it at the right time
Written by Alyssa Moretti
Updated over a week ago

I accidentally clicked 'Start Job.' Can I undo this?

Remove the 'start job' stamp so you can press it at the right time
Written by Alyssa Moretti
Updated over a week ago

How do I "unfinish" a job?

Reset the finish button on any job
Written by Alyssa Moretti
Updated over a week ago

How do I change the name of my segments?

Name each segment of a job or each option of an estimate
Written by Alyssa Moretti
Updated over a week ago

I don't have the option to make a job reocurring. Why?

When you can and cannot use recurrence for multi-visit jobs
Written by Alyssa Moretti
Updated over a week ago

I converted a job to an estimate. Where did the job go?

Better understand the process of converting a job to an estimate
Written by Christy Billings
Updated over a week ago

How do I clear my unscheduled jobs?

Remove jobs from the unscheduled list to keep your records clean
Written by Alyssa Moretti
Updated over a week ago

How do I add job notes from the mobile app?

Add information to a job quickly and easily right from the field
Written by Alyssa Moretti
Updated over a week ago

What different kinds of notes can I have?

Keep notes on your customer, locations or specific jobs
Written by Alyssa Moretti
Updated over a week ago

What is a job tag?

How do I use job tags and what are they for?
Written by Alyssa Moretti
Updated over a week ago

Where can I add job tags?

How to categorize and track your jobs
Written by Alyssa Moretti
Updated over a week ago