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
Invoices

How to send an invoice from the web portal?

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

How do I apply a discount to an invoice or estimate?

Give your customers a break with flat rate discounts or percentages off
Alyssa Moretti avatar
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.
Andrea L. avatar
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
Andrea L. avatar
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
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated yesterday

How do I change the due date on an invoice?

Change the date a payment is due to whichever date you need
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How to I adjust my invoice settings?

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

How do I print an invoice?

Jil Overstreet avatar
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.
Christy Billings avatar
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
Alexa Greenberg avatar
Written by Alexa Greenberg
Updated over a week ago

Custom fields, invoicing, messaging, etc

Erin avatar
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
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How do I get to the job details page?

Learn how to find the job details page from three different points in your account.
Alyssa Moretti avatar
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
Alyssa Moretti avatar
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
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How do I delete a job?

Remove an unwanted job from your schedule
Alyssa Moretti avatar
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
Alyssa Moretti avatar
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
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated yesterday

How do I delete an unscheduled job?

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

How do I "unfinish" a job?

Reset the finish button on any job
Alyssa Moretti avatar
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
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated yesterday

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

When you can and cannot use recurrence for multi-visit jobs
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated yesterday

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

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

Where can I add job tags?

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