Advice and answers from the Housecall Pro Team

Search results for:create a job

How to Create a Job

Step-by-step instructions showing how to create, dispatch, & schedule a job… Create a Job (HCP Web Portal)… Create a Job (HCP Mobile App- iOS)

Create a Recurring Job

Create daily, weekly, monthly, yearly and custom recurring jobs… How to Create a Recurring Job (HCP Web Portal)… How to Create a Recurring Job (HCP Mobile App)

Estimates on Jobs

This article explains how to sell jobs more efficiently by creating an estimate directly from an ongoing job… To create an Estimate on a Job from the HCP web portal: Open a job to go to the Job details page… To create an Estimate on a Job on the HCP mobile app: Open a job to view the Job details screen

Using Commission on the Job

To create a job, click the black 'New' button on your navigation bar and select 'Job' In the example… a new job, each employee you dispatch to that job will be automatically commissioned for every line… Creating a job

Using Job Templates

Learn how to use job templates to streamline job setup… Adding a template while creating a job: Adding a template from an existing job: Job Templates… You can also create a job template from an existing job by selecting the gear icon on the job page and

Collect Custom Job Signatures

Create and collect up to 3 custom signatures on a job… How to Create a Custom Job Signature… To create a custom job signature: Go to your Account Settings by clicking the gear icon in the top

How to Access Job & Estimate Pages

How to access your Jobs and Estimates in Housecall Pro… Create a job or estimate easily… To access a Job or Estimate page: Jobs and Estimates can be accessed by clicking on the 'Customers

Multi-day Job Appointments Overview

Effectively manage and schedule jobs across multiple employees and days by creating multiple assigned appointments within 1 job… without a schedule (without any appointments) Create a job with a schedule (with a single appointment… If there's a need to unschedule a job, all appointments have to be deleted or a new segment on a job

Job Name and Summary of Work

Name your Jobs to make it easier to identify and organize your work, and add a Summary of Work for a synopsis of what the Job is for… When you create a Job, you can add a Job Name to describe the Job further… Click on the name field on the Job page to add a Job Name

How to Copy or Convert Jobs and Estimates

Learn how to copy/convert information between jobs and estimates… To convert a job to an estimate: Open an existing job or create a new job and click the gear & wrench… To convert a multi-option estimate to a job: Open an existing estimate or create a new estimate with