Learn about your account settings, how to properly get your account setup
Introducing your custom AI Team. Bring on specialized expertise and assemble the support you need.
Learn about the app store
Answers to questions you may have about your Housecall Pro subscription and billing.
Business Insurance options with Housecall Pro
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.
The main view into your business. Each section, explained in depth here.
Here is where you'll find articles and how-to's for managing your customers.
Learn about the tool for your customers to self-serve information on your history with them
Adding, managing, removing, or assigning jobs to an employee of yours.
Learn how to use Vehicle GPS Tracking powered by Force Fleet Tracking
Welcome to Housecall Pro! This collection is designed to help new users get up and running. From setting up your company profile to adding your team, customers, and services, these articles provide essential information to set your business up for success.
Integrating Housecall Pro with Google Calendar.
Your space to find answers to your questions for HCP Assist!
Maximize the level of detail in every job with annotated photos and video uploads.
How Payments, Credit Card processing, invoice payments, and payment terms all behave in Housecall Pro.
Learn how to import and export your data into Housecall Pro
Learn about industry-specific Housecall Pro packages for HVAC, Electrical, and Plumbing Pros
Get jobs, leads, and opportunities delivered right to your Housecall Pro inbox
All about creating, editing, sending and assigning jobs, estimates, and invoices.
Use Leads to capture prospects, follow up easily, and convert opportunities into booked jobs.
Learn how to leverage your marketing solutions within Housecall Pro to help grow your business.
Guides on Housecall Pro Mobile specific features
Notifications throughout the system, explained.
Pay your employees and contractors right through HCP Payroll
Learn how to use Pipeline and Customer Intake.
Learn how to set up your Price Book for the services and materials that you provide
Learn about the integration between Housecall Pro and QuickBooks Desktop. We support US versions of QuickBooks Desktop (QBD) for Windows only. QuickBooks Desktop is required to be up to date and running on Windows 10.
Get help with integrating Housecall Pro with QuickBooks Online.
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.
Overview of your schedule, schedule settings and basic scheduling features.
Create, maintain, send, and cancel recurring service plans otherwise known as Maintenance Plans, Planned Maintenance Programs, Care Clubs and Membership Plans.
Consulta nuestra colección de tutoriales en español.
How to use tasks to keep track of day to day duties
Tips and Tricks to help resolve any technical issues you may be having.
Learn how to use our voice features in our Voice solution.
Learn how to create and mange Purchase Orders